Lockheed Martin
LMT
1,460 hedge funds and large institutions have $75.2B invested in Lockheed Martin in 2018 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 554 increasing their positions, 592 reducing their positions, and 77 closing their positions.
47% more funds holding in top 10
Funds holding in top 10: 53 → 78 (+25)
42% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 77
4% more capital invested
Capital invested by funds: $72.1B → $75.2B (+$3.11B)
1% more funds holding
Funds holding: 1,448 → 1,460 (+12)
0.4% less ownership
Funds ownership: 78.39% → 77.99% (-0.4%)
6% less repeat investments, than reductions
Existing positions increased: 554 | Existing positions reduced: 592
33% less call options, than puts
Call options by funds: $440M | Put options by funds: $657M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$332M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$214M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$182M |
| 4 |
Two Sigma Advisers
New York
|
+$171M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$162M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$914M |
| 2 |
BlackRock
New York
|
-$702M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$504M |
| 4 |
State Street
Boston,
Massachusetts
|
-$287M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$245M |
LMT Hedge Fund Activity: Q1 2018 in Review
1,460 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2018, worth a combined $75.2B — up 4.3% from $72.1B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new LMT positions and 77 closed out — a net gain of 32 holders — while 554 added to existing stakes and 592 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $332M. The largest seller was Capital World Investors, cutting an estimated $914M.
- 1,460 institutional investors held Lockheed Martin (LMT) as of Q1 2018, up from 1,448 in Q4 2017.
- Funds reported $75.2B of Lockheed Martin stock for Q1 2018, up 4.3% quarter-over-quarter.
- 109 funds opened new Lockheed Martin positions in Q1 2018 and 77 closed out, a net change of +32 holders.
- The largest Lockheed Martin buyer in Q1 2018 was Morgan Stanley, an estimated $332M added.
- The largest Lockheed Martin seller in Q1 2018 was Capital World Investors, an estimated $914M sold.
Based on aggregated 13F filings for Q1 2018.