Lockheed Martin
LMT
1,224 hedge funds and large institutions have $61.5B invested in Lockheed Martin in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 480 increasing their positions, 471 reducing their positions, and 86 closing their positions.
15% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 86
6% more capital invested
Capital invested by funds: $58.1B → $61.5B (+$3.4B)
2% more repeat investments, than reductions
Existing positions increased: 480 | Existing positions reduced: 471
0% more funds holding
Funds holding: 1,223 → 1,224 (+1)
0.03% less ownership
Funds ownership: 79.31% → 79.29% (-0.03%)
20% less funds holding in top 10
Funds holding in top 10: 51 → 41 (-10)
50% less call options, than puts
Call options by funds: $317M | Put options by funds: $633M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$4.79B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$261M |
| 3 |
O
OppenheimerFunds
New York
|
+$143M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$139M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$78.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$197M |
| 2 |
Renaissance Technologies
New York
|
-$162M |
| 3 |
Two Sigma Advisers
New York
|
-$140M |
| 4 |
Two Sigma Investments
New York
|
-$140M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$122M |
LMT Hedge Fund Activity: Q1 2017 in Review
1,224 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2017, worth a combined $61.5B — up 5.9% from $58.1B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new LMT positions and 86 closed out — a net gain of 13 holders — while 480 added to existing stakes and 471 trimmed.
The largest buyer was BlackRock, adding an estimated $4.79B. The largest seller was State Street, cutting an estimated $197M.
- 1,224 institutional investors held Lockheed Martin (LMT) as of Q1 2017, up from 1,223 in Q4 2016.
- Funds reported $61.5B of Lockheed Martin stock for Q1 2017, up 5.9% quarter-over-quarter.
- 99 funds opened new Lockheed Martin positions in Q1 2017 and 86 closed out, a net change of +13 holders.
- The largest Lockheed Martin buyer in Q1 2017 was BlackRock, an estimated $4.79B added.
- The largest Lockheed Martin seller in Q1 2017 was State Street, an estimated $197M sold.
Based on aggregated 13F filings for Q1 2017.