Lockheed Martin
LMT
1,300 hedge funds and large institutions have $70.1B invested in Lockheed Martin in 2017 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 516 increasing their positions, 469 reducing their positions, and 55 closing their positions.
96% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 55
17% more funds holding in top 10
Funds holding in top 10: 46 → 54 (+8)
11% more capital invested
Capital invested by funds: $63.1B → $70.1B (+$6.99B)
10% more repeat investments, than reductions
Existing positions increased: 516 | Existing positions reduced: 469
3% more funds holding
Funds holding: 1,261 → 1,300 (+39)
0.11% less ownership
Funds ownership: 78.56% → 78.45% (-0.11%)
34% less call options, than puts
Call options by funds: $508M | Put options by funds: $775M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$429M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$195M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$175M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$140M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$138M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$670M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$506M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$280M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$204M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$168M |
LMT Hedge Fund Activity: Q3 2017 in Review
1,300 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q3 2017, worth a combined $70.1B — up 11% from $63.1B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new LMT positions and 55 closed out — a net gain of 53 holders — while 516 added to existing stakes and 469 trimmed.
The largest buyer was Capital International Investors, adding an estimated $429M. The largest seller was Capital World Investors, cutting an estimated $670M.
- 1,300 institutional investors held Lockheed Martin (LMT) as of Q3 2017, up from 1,261 in Q2 2017.
- Funds reported $70.1B of Lockheed Martin stock for Q3 2017, up 11% quarter-over-quarter.
- 108 funds opened new Lockheed Martin positions in Q3 2017 and 55 closed out, a net change of +53 holders.
- The largest Lockheed Martin buyer in Q3 2017 was Capital International Investors, an estimated $429M added.
- The largest Lockheed Martin seller in Q3 2017 was Capital World Investors, an estimated $670M sold.
Based on aggregated 13F filings for Q3 2017.