Lockheed Martin
LMT
1,448 hedge funds and large institutions have $72.7B invested in Lockheed Martin in 2017 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 531 increasing their positions, 494 reducing their positions, and 46 closing their positions.
348% more first-time investments, than exits
New positions opened: 206 | Existing positions closed: 46
11% more funds holding
Funds holding: 1,300 → 1,448 (+148)
7% more repeat investments, than reductions
Existing positions increased: 531 | Existing positions reduced: 494
4% more capital invested
Capital invested by funds: $70.1B → $72.7B (+$2.55B)
0.06% less ownership
Funds ownership: 78.45% → 78.39% (-0.06%)
2% less funds holding in top 10
Funds holding in top 10: 54 → 53 (-1)
62% less call options, than puts
Call options by funds: $314M | Put options by funds: $835M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$109M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$106M |
| 3 |
Barclays
London,
United Kingdom
|
+$78M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$69.4M |
| 5 |
BlackRock
New York
|
+$66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$324M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$273M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$256M |
| 4 |
Capital International Investors
Los Angeles,
California
|
-$106M |
| 5 |
SP
Sarasin & Partners
London,
United Kingdom
|
-$61.8M |
LMT Hedge Fund Activity: Q4 2017 in Review
1,448 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q4 2017, worth a combined $72.7B — up 3.6% from $70.1B a quarter earlier.
Buyers outnumbered sellers: 206 funds opened new LMT positions and 46 closed out — a net gain of 160 holders — while 531 added to existing stakes and 494 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $109M. The largest seller was Capital World Investors, cutting an estimated $324M.
- 1,448 institutional investors held Lockheed Martin (LMT) as of Q4 2017, up from 1,300 in Q3 2017.
- Funds reported $72.7B of Lockheed Martin stock for Q4 2017, up 3.6% quarter-over-quarter.
- 206 funds opened new Lockheed Martin positions in Q4 2017 and 46 closed out, a net change of +160 holders.
- The largest Lockheed Martin buyer in Q4 2017 was Goldman Sachs, an estimated $109M added.
- The largest Lockheed Martin seller in Q4 2017 was Capital World Investors, an estimated $324M sold.
Based on aggregated 13F filings for Q4 2017.