Lockheed Martin
LMT
1,261 hedge funds and large institutions have $63.1B invested in Lockheed Martin in 2017 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 484 increasing their positions, 483 reducing their positions, and 45 closing their positions.
116% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 45
12% more funds holding in top 10
Funds holding in top 10: 41 → 46 (+5)
3% more funds holding
Funds holding: 1,224 → 1,261 (+37)
3% more capital invested
Capital invested by funds: $61.5B → $63.1B (+$1.65B)
0% more repeat investments, than reductions
Existing positions increased: 484 | Existing positions reduced: 483
0.73% less ownership
Funds ownership: 79.29% → 78.56% (-0.73%)
51% less call options, than puts
Call options by funds: $287M | Put options by funds: $581M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$233M |
| 2 |
Goldman Sachs
New York
|
+$119M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$77.7M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$71.1M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$47.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$157M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$110M |
| 3 |
State Street
Boston,
Massachusetts
|
-$89.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$87.1M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$83.3M |
LMT Hedge Fund Activity: Q2 2017 in Review
1,261 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q2 2017, worth a combined $63.1B — up 2.7% from $61.5B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new LMT positions and 45 closed out — a net gain of 52 holders — while 484 added to existing stakes and 483 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $233M. The largest seller was Capital World Investors, cutting an estimated $157M.
- 1,261 institutional investors held Lockheed Martin (LMT) as of Q2 2017, up from 1,224 in Q1 2017.
- Funds reported $63.1B of Lockheed Martin stock for Q2 2017, up 2.7% quarter-over-quarter.
- 97 funds opened new Lockheed Martin positions in Q2 2017 and 45 closed out, a net change of +52 holders.
- The largest Lockheed Martin buyer in Q2 2017 was Janus Henderson Group, an estimated $233M added.
- The largest Lockheed Martin seller in Q2 2017 was Capital World Investors, an estimated $157M sold.
Based on aggregated 13F filings for Q2 2017.