Lockheed Martin
LMT
1,500 hedge funds and large institutions have $58B invested in Lockheed Martin in 2018 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 551 increasing their positions, 569 reducing their positions, and 147 closing their positions.
33% more first-time investments, than exits
New positions opened: 195 | Existing positions closed: 147
2% more funds holding
Funds holding: 1,467 → 1,500 (+33)
0.21% more ownership
Funds ownership: 77.71% → 77.91% (+0.21%)
3% less repeat investments, than reductions
Existing positions increased: 551 | Existing positions reduced: 569
16% less call options, than puts
Call options by funds: $425M | Put options by funds: $504M
24% less capital invested
Capital invested by funds: $76.6B → $58B (-$18.6B)
39% less funds holding in top 10
Funds holding in top 10: 61 → 37 (-24)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$433M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$362M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$210M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$198M |
| 5 |
D.E. Shaw & Co
New York
|
+$186M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$465M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$379M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$307M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$254M |
| 5 |
State Street
Boston,
Massachusetts
|
-$219M |
LMT Hedge Fund Activity: Q4 2018 in Review
1,500 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q4 2018, worth a combined $58B — down 24% from $76.6B a quarter earlier.
Buyers outnumbered sellers: 195 funds opened new LMT positions and 147 closed out — a net gain of 48 holders — while 551 added to existing stakes and 569 trimmed.
The largest buyer was BlackRock, adding an estimated $433M. The largest seller was Capital International Investors, cutting an estimated $465M.
- 1,500 institutional investors held Lockheed Martin (LMT) as of Q4 2018, up from 1,467 in Q3 2018.
- Funds reported $58B of Lockheed Martin stock for Q4 2018, down 24% quarter-over-quarter.
- 195 funds opened new Lockheed Martin positions in Q4 2018 and 147 closed out, a net change of +48 holders.
- The largest Lockheed Martin buyer in Q4 2018 was BlackRock, an estimated $433M added.
- The largest Lockheed Martin seller in Q4 2018 was Capital International Investors, an estimated $465M sold.
Based on aggregated 13F filings for Q4 2018.