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Northrop Grumman

985 hedge funds and large institutions have $35B invested in Northrop Grumman in 2018 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 257 increasing their positions, 405 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $394M | Put options by funds: $365M

0.41% less ownership

Funds ownership: 82.72%82.31% (-0.41%)

3% less funds holding

Funds holding: 1,017985 (-32)

14% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 148

23% less capital invested

Capital invested by funds: $45.4B → $35B (-$10.5B)

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

37% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 405

Holders
985
Holders Change
-32
Holders Change %
-3.15%
% of All Funds
21.95%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.31%
New
127
Increased
257
Reduced
405
Closed
148
Calls
$394M
Puts
$365M
Net Calls
+$29.8M
Net Calls Change
+$351M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
251
CIBC Asset Management
Ontario, Canada
$4.15M -$388K -1,403 -8%
WSCM
252
Wellington Shields Capital Management
New York
$4.08M -$166K -600 -3%
AC
253
Allstate Corporation
Illinois
$4.08M +$4.61M +16,672 New
UIC
254
Uniplan Investment Counsel
Wisconsin
$4.08M -$406K -1,470 -8%
ICP
255
Ironvine Capital Partners
Nebraska
$4.06M +$742K +2,687 +22%
First Manhattan
256
First Manhattan
New York
$4.02M
OC
257
Oakmont Corp
California
$3.98M -$23.2M -84,044 -84%
Cambridge Investment Research Advisors
258
Cambridge Investment Research Advisors
Iowa
$3.95M +$91.7K +332 +2%
JG
259
Jefferies Group
New York
$3.9M +$4.4M +15,930 New
BEAM
260
Baker Ellis Asset Management
Washington
$3.8M +$55.2K +200 +1%
JMPWA
261
JP Morgan Private Wealth Advisors
California
$3.67M -$484K -1,753 -10%
NMERB
262
New Mexico Educational Retirement Board
New Mexico
$3.64M -$193K -700 -4%
RCP
263
Rothschild Capital Partners
New York
$3.62M +$22.9K +83 +0.6%
AIA
264
AGF Investments America
Ontario, Canada
$3.56M +$97K +351 +2%
KBC Group
265
KBC Group
Belgium
$3.56M -$568K -2,055 -12%
PIA
266
Piedmont Investment Advisors
North Carolina
$3.5M +$225K +815 +6%
TSW
267
Thompson Siegel & Walmsley
Virginia
$3.49M -$333K -1,205 -8%
WFMPM
268
Woodley Farra Manion Portfolio Management
Indiana
$3.49M -$217K -786 -5%
BPM
269
Bowling Portfolio Management
Ohio
$3.43M -$249K -903 -6%
Neuberger Berman Group
270
Neuberger Berman Group
New York
$3.42M +$2.03M +7,354 +111%
PIP
271
Peachtree Investment Partners
Florida
$3.42M +$3.86M +13,966 New
William Blair & Company
272
William Blair & Company
Illinois
$3.4M +$609K +2,203 +19%
GIBU
273
Gulf International Bank (UK)
United Kingdom
$3.36M
CC
274
Cipher Capital
New York
$3.34M +$3.77M +13,653 New
ATC
275
Argent Trust Co
Tennessee
$3.31M +$1.11M +4,025 +43%

NOC Hedge Fund Activity: Q4 2018 in Review

985 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Northrop Grumman (NOC) for Q4 2018, worth a combined $35B — down 23% from $45.4B a quarter earlier.

Sellers outnumbered buyers: 148 funds closed out of NOC and 127 opened new positions — a net loss of 21 holders — while 405 trimmed existing stakes and 257 added.

The largest buyer was Capital International Investors, adding an estimated $1.53B. The largest seller was Fidelity Investments, cutting an estimated $432M.

  • 985 institutional investors held Northrop Grumman (NOC) as of Q4 2018, down from 1,017 in Q3 2018.
  • Funds reported $35B of Northrop Grumman stock for Q4 2018, down 23% quarter-over-quarter.
  • 127 funds opened new Northrop Grumman positions in Q4 2018 and 148 closed out, a net change of -21 holders.
  • The largest Northrop Grumman buyer in Q4 2018 was Capital International Investors, an estimated $1.53B added.
  • The largest Northrop Grumman seller in Q4 2018 was Fidelity Investments, an estimated $432M sold.

Based on aggregated 13F filings for Q4 2018.