Wellington Management Updates General Dynamics Stake in 13G/A

TL;DR

**Wellington Management just updated its General Dynamics (GD) ownership, signaling a potential shift in their investment view.**

AI Summary

Wellington Management Group LLP filed an amended SC 13G/A on February 8, 2024, indicating their beneficial ownership of General Dynamics Corporation (GD) common stock as of December 29, 2023. This filing, Amendment No. 3, updates their previous disclosures regarding their stake in the defense contractor. This matters to investors as Wellington is a significant institutional investor, and changes in their reported holdings can signal their evolving sentiment or strategy towards General Dynamics.

Why It Matters

This filing provides transparency into a major institutional investor's position in General Dynamics, offering insights into their continued interest or adjustments in their investment strategy.

Risk Assessment

Risk Level: low — This is a routine amendment filing by an institutional investor, not indicating any immediate or significant risk to the company or its shareholders.

Analyst Insight

Investors should note that a major institutional investor, Wellington Management, has updated its position in General Dynamics. While this filing doesn't disclose the exact change in share count, it signals ongoing portfolio management. Smart investors might look for the full details of beneficial ownership on the cover page (which is not provided in this excerpt) to understand the magnitude of their stake and any changes, then cross-reference with other filings or news to gauge Wellington's sentiment towards GD.

Key Players & Entities

• Wellington Management Group LLP (company) — the reporting person filing the SC 13G/A
• General Dynamics Corporation (company) — the issuer of the securities being reported
• December 29, 2023 (date) — the date of the event requiring the filing
• February 8, 2024 (date) — the filing date of the SC 13G/A
• 369550108 (number) — the CUSIP number for General Dynamics Common Stock

FAQ

From the Filing

0000902219-24-000170.txt : 20240208 0000902219-24-000170.hdr.sgml : 20240208 20240208102126 ACCESSION NUMBER: 0000902219-24-000170 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240208 DATE AS OF CHANGE: 20240208 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: GENERAL DYNAMICS CORP CENTRAL INDEX KEY: 0000040533 STANDARD INDUSTRIAL CLASSIFICATION: SHIP & BOAT BUILDING & REPAIRING [3730] ORGANIZATION NAME: 04 Manufacturing IRS NUMBER: 131673581 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-19871 FILM NUMBER: 24607389 BUSINESS ADDRESS: STREET 1: 11011 SUNSET HILLS RD CITY: RESTON STATE: VA ZIP: 20190 BUSINESS PHONE: 703-876-3000 MAIL ADDRESS: STREET 1: 11011 SUNSET HILLS RD CITY: RESTON STATE: VA ZIP: 20190 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: WELLINGTON MANAGEMENT GROUP LLP CENTRAL INDEX KEY: 0000902219 STANDARD INDUSTRIAL CLASSIFICATION: UNKNOWN SIC - 0000 [0000] ORGANIZATION NAME: IRS NUMBER: 042683227 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: C/O WELLINGTON MANAGEMENT COMPANY LLP STREET 2: 280 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02210 BUSINESS PHONE: 6179515000 MAIL ADDRESS: STREET 1: C/O WELLINGTON MANAGEMENT COMPANY LLP STREET 2: 280 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02210 FORMER COMPANY: FORMER CONFORMED NAME: WELLINGTON MANAGEMENT CO LLP DATE OF NAME CHANGE: 19960930 FORMER COMPANY: FORMER CONFORMED NAME: WELLINGTON MANAGEMENT CO DATE OF NAME CHANGE: 19930426 SC 13G/A 1 SEC13G_Filing.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3 ) * General Dynamics Corporation (Name of Issuer) Common Stock (Title of Class of Securities) 369550108 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 (the "Act") or otherwise subject to the liabilities of that section of the Act, but shall be subject to all other provisions of the Act (however, see the Notes.) CUSIP No. 369550108 1. NAMES OF REPORTING PERSONS Wellington Management Group LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Massachusetts NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 15,207,261 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 15,432,618 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 15,432,618 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.66% 12. TYPE OF REPORTING PERSON HC CUSIP No. 369550108 1. NAMES OF REPORTING PERSONS Wellington Group Holdings LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 15,207,261 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 15,432,618 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 15,432,618 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.66% 12.