Lockheed Martin
LMT
1,468 hedge funds and large institutions have $76.6B invested in Lockheed Martin in 2018 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 567 increasing their positions, 546 reducing their positions, and 72 closing their positions.
53% more funds holding in top 10
Funds holding in top 10: 40 → 61 (+21)
44% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 72
17% more capital invested
Capital invested by funds: $65.5B → $76.6B (+$11B)
1% more funds holding
Funds holding: 1,451 → 1,468 (+17)
4% more repeat investments, than reductions
Existing positions increased: 567 | Existing positions reduced: 546
0.21% less ownership
Funds ownership: 77.94% → 77.73% (-0.21%)
14% less call options, than puts
Call options by funds: $550M | Put options by funds: $636M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$760M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$403M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$361M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$327M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$103M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$302M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$247M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$246M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$232M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$222M |
LMT Hedge Fund Activity: Q3 2018 in Review
1,468 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q3 2018, worth a combined $76.6B — up 17% from $65.5B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new LMT positions and 72 closed out — a net gain of 32 holders — while 567 added to existing stakes and 546 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $760M. The largest seller was Bank of America, cutting an estimated $302M.
- 1,468 institutional investors held Lockheed Martin (LMT) as of Q3 2018, up from 1,451 in Q2 2018.
- Funds reported $76.6B of Lockheed Martin stock for Q3 2018, up 17% quarter-over-quarter.
- 104 funds opened new Lockheed Martin positions in Q3 2018 and 72 closed out, a net change of +32 holders.
- The largest Lockheed Martin buyer in Q3 2018 was Wellington Management Group, an estimated $760M added.
- The largest Lockheed Martin seller in Q3 2018 was Bank of America, an estimated $302M sold.
Based on aggregated 13F filings for Q3 2018.