Lockheed Martin
LMT
1,223 hedge funds and large institutions have $58.1B invested in Lockheed Martin in 2016 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 449 increasing their positions, 428 reducing their positions, and 58 closing their positions.
216% more first-time investments, than exits
New positions opened: 183 | Existing positions closed: 58
9% more funds holding
Funds holding: 1,117 → 1,223 (+106)
2% more funds holding in top 10
Funds holding in top 10: 50 → 51 (+1)
5% more repeat investments, than reductions
Existing positions increased: 449 | Existing positions reduced: 428
2% more capital invested
Capital invested by funds: $56.7B → $58.1B (+$1.4B)
1.23% less ownership
Funds ownership: 80.54% → 79.31% (-1.2%)
51% less call options, than puts
Call options by funds: $416M | Put options by funds: $852M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$170M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$168M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$116M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$114M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$109M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$327M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$208M |
| 3 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$207M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$182M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$178M |
LMT Hedge Fund Activity: Q4 2016 in Review
1,223 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q4 2016, worth a combined $58.1B — up 2.5% from $56.7B a quarter earlier.
Buyers outnumbered sellers: 183 funds opened new LMT positions and 58 closed out — a net gain of 125 holders — while 449 added to existing stakes and 428 trimmed.
The largest buyer was Renaissance Technologies, opening a new position worth an estimated $170M. The largest seller was State Street, cutting an estimated $327M.
- 1,223 institutional investors held Lockheed Martin (LMT) as of Q4 2016, up from 1,117 in Q3 2016.
- Funds reported $58.1B of Lockheed Martin stock for Q4 2016, up 2.5% quarter-over-quarter.
- 183 funds opened new Lockheed Martin positions in Q4 2016 and 58 closed out, a net change of +125 holders.
- The largest Lockheed Martin buyer in Q4 2016 was Renaissance Technologies, an estimated $170M added.
- The largest Lockheed Martin seller in Q4 2016 was State Street, an estimated $327M sold.
Based on aggregated 13F filings for Q4 2016.