Lockheed Martin
LMT
1,117 hedge funds and large institutions have $56.6B invested in Lockheed Martin in 2016 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 385 increasing their positions, 513 reducing their positions, and 77 closing their positions.
0.37% less ownership
Funds ownership: 80.91% → 80.54% (-0.37%)
3% less funds holding
Funds holding: 1,155 → 1,117 (-38)
8% less capital invested
Capital invested by funds: $61.3B → $56.6B (-$4.74B)
23% less funds holding in top 10
Funds holding in top 10: 65 → 50 (-15)
25% less repeat investments, than reductions
Existing positions increased: 385 | Existing positions reduced: 513
36% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 77
41% less call options, than puts
Call options by funds: $490M | Put options by funds: $827M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$138M |
| 2 |
Two Sigma Investments
New York
|
+$120M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$78.5M |
| 4 |
MCM
Marsico Capital Management
Denver,
Colorado
|
+$74.5M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$275M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$251M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$165M |
| 4 |
RL
Ruffer LLP
London,
United Kingdom
|
-$152M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$119M |
LMT Hedge Fund Activity: Q3 2016 in Review
1,117 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q3 2016, worth a combined $56.6B — down 7.7% from $61.3B a quarter earlier.
Sellers outnumbered buyers: 77 funds closed out of LMT and 49 opened new positions — a net loss of 28 holders — while 513 trimmed existing stakes and 385 added.
The largest buyer was Arrowstreet Capital, adding an estimated $138M. The largest seller was Winslow Capital Management, cutting an estimated $275M.
- 1,117 institutional investors held Lockheed Martin (LMT) as of Q3 2016, down from 1,155 in Q2 2016.
- Funds reported $56.6B of Lockheed Martin stock for Q3 2016, down 7.7% quarter-over-quarter.
- 49 funds opened new Lockheed Martin positions in Q3 2016 and 77 closed out, a net change of -28 holders.
- The largest Lockheed Martin buyer in Q3 2016 was Arrowstreet Capital, an estimated $138M added.
- The largest Lockheed Martin seller in Q3 2016 was Winslow Capital Management, an estimated $275M sold.
Based on aggregated 13F filings for Q3 2016.