Lockheed Martin
LMT
1,542 hedge funds and large institutions have $66.2B invested in Lockheed Martin in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 643 increasing their positions, 558 reducing their positions, and 82 closing their positions.
76% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 82
15% more repeat investments, than reductions
Existing positions increased: 643 | Existing positions reduced: 558
14% more capital invested
Capital invested by funds: $58B → $66.2B (+$8.26B)
3% more funds holding
Funds holding: 1,500 → 1,542 (+42)
0.18% more ownership
Funds ownership: 77.91% → 78.09% (+0.18%)
3% less funds holding in top 10
Funds holding in top 10: 37 → 36 (-1)
19% less call options, than puts
Call options by funds: $435M | Put options by funds: $538M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$257M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$201M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$179M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$173M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$157M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$214M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$148M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$133M |
| 4 |
D.E. Shaw & Co
New York
|
-$124M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$118M |
LMT Hedge Fund Activity: Q1 2019 in Review
1,542 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2019, worth a combined $66.2B — up 14% from $58B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new LMT positions and 82 closed out — a net gain of 62 holders — while 643 added to existing stakes and 558 trimmed.
The largest buyer was Bank of America, adding an estimated $257M. The largest seller was Capital International Investors, cutting an estimated $214M.
- 1,542 institutional investors held Lockheed Martin (LMT) as of Q1 2019, up from 1,500 in Q4 2018.
- Funds reported $66.2B of Lockheed Martin stock for Q1 2019, up 14% quarter-over-quarter.
- 144 funds opened new Lockheed Martin positions in Q1 2019 and 82 closed out, a net change of +62 holders.
- The largest Lockheed Martin buyer in Q1 2019 was Bank of America, an estimated $257M added.
- The largest Lockheed Martin seller in Q1 2019 was Capital International Investors, an estimated $214M sold.
Based on aggregated 13F filings for Q1 2019.