Lockheed Martin
LMT
1,451 hedge funds and large institutions have $65.5B invested in Lockheed Martin in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 581 increasing their positions, 547 reducing their positions, and 85 closing their positions.
9% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 85
6% more repeat investments, than reductions
Existing positions increased: 581 | Existing positions reduced: 547
0.05% less ownership
Funds ownership: 77.99% → 77.94% (-0.05%)
1% less funds holding
Funds holding: 1,460 → 1,451 (-9)
13% less capital invested
Capital invested by funds: $75.2B → $65.5B (-$9.67B)
35% less call options, than puts
Call options by funds: $453M | Put options by funds: $692M
49% less funds holding in top 10
Funds holding in top 10: 78 → 40 (-38)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$652M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$323M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$262M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$226M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$206M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$635M |
| 2 |
State Street
Boston,
Massachusetts
|
-$250M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$249M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$157M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$144M |
LMT Hedge Fund Activity: Q2 2018 in Review
1,451 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q2 2018, worth a combined $65.5B — down 13% from $75.2B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new LMT positions and 85 closed out — a net gain of 8 holders — while 581 added to existing stakes and 547 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $652M. The largest seller was Capital World Investors, cutting an estimated $635M.
- 1,451 institutional investors held Lockheed Martin (LMT) as of Q2 2018, down from 1,460 in Q1 2018.
- Funds reported $65.5B of Lockheed Martin stock for Q2 2018, down 13% quarter-over-quarter.
- 93 funds opened new Lockheed Martin positions in Q2 2018 and 85 closed out, a net change of +8 holders.
- The largest Lockheed Martin buyer in Q2 2018 was Wellington Management Group, an estimated $652M added.
- The largest Lockheed Martin seller in Q2 2018 was Capital World Investors, an estimated $635M sold.
Based on aggregated 13F filings for Q2 2018.