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Northrop Grumman

620 hedge funds and large institutions have $21.4B invested in Northrop Grumman in 2013 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 161 increasing their positions, 283 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 27

14% more capital invested

Capital invested by funds: $18.8B → $21.4B (+$2.62B)

8% more funds holding

Funds holding: 572620 (+48)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

1.71% less ownership

Funds ownership: 86.05%84.34% (-1.7%)

43% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 283

82% less call options, than puts

Call options by funds: $60.9M | Put options by funds: $336M

Holders
620
Holders Change
+48
Holders Change %
+8.39%
% of All Funds
18%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.49%
New
82
Increased
161
Reduced
283
Closed
27
Calls
$60.9M
Puts
$336M
Net Calls
-$275M
Net Calls Change
-$256M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
101
Teachers Advisors
New York
$26.3M +$429K +4,004 +2%
ACI
102
AMP Capital Investors
Australia
$25.3M -$74.1K -692 -0.3%
MLM
103
Mount Lucas Management
Pennsylvania
$25.2M -$641K -5,986 -3%
TD Asset Management
104
TD Asset Management
Ontario, Canada
$25.1M -$1.78M -16,640 -7%
Two Sigma Investments
105
Two Sigma Investments
New York
$25.1M +$23.4M +218,655 New
Neuberger Berman Group
106
Neuberger Berman Group
New York
$24.4M -$16.5M -153,887 -42%
SOMRS
107
State of Michigan Retirement System
Michigan
$24.2M +$1.84M +17,200 +9%
Ninety One (UK)
108
Ninety One (UK)
United Kingdom
$24M +$2.2M +20,512 +11%
SCM
109
Symons Capital Management
Pennsylvania
$24M -$34.9K -326 -0.2%
CAM
110
ClariVest Asset Management
California
$23.4M -$246K -2,300 -1%
MSA
111
Mason Street Advisors
Wisconsin
$23.4M -$1.23M -11,475 -5%
GH
112
GAM Holding
Switzerland
$23.3M +$5.32M +49,700 +32%
KBC Group
113
KBC Group
Belgium
$22.9M +$8.91M +83,170 +71%
Asset Management One
114
Asset Management One
Japan
$22.3M -$1.48M -13,824 -7%
Aviva
115
Aviva
United Kingdom
$22M -$7.62M -71,120 -27%
Caisse de Depot et Placement du Quebec (CDPQ)
116
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$21.3M -$3.66M -34,220 -16%
KP
117
Kiltearn Partners
United Kingdom
$20.9M +$19.5M +182,200 New
GT
118
Glenmede Trust
Pennsylvania
$20.8M +$133K +1,238 +0.7%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.8M -$1.15M -10,725 -6%
Federated Hermes
120
Federated Hermes
Pennsylvania
$20.6M -$1.09M -10,145 -5%
Korea Investment Corp
121
Korea Investment Corp
South Korea
$20.5M +$128K +1,200 +0.7%
PMAM
122
Picton Mahoney Asset Management
Ontario, Canada
$20.5M +$1.26M +11,800 +7%
HW
123
Hancock Whitney
Mississippi
$20.4M -$1.15M -10,709 -6%
BIM
124
BRC Investment Management
Colorado
$19.8M -$3.99M -37,220 -18%
FMI
125
Factory Mutual Insurance
Massachusetts
$19.8M -$750K -7,000 -4%

NOC Hedge Fund Activity: Q4 2013 in Review

620 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Northrop Grumman (NOC) for Q4 2013, worth a combined $21.4B — up 14% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new NOC positions and 27 closed out — a net gain of 55 holders — while 161 added to existing stakes and 283 trimmed.

The largest buyer was Bank of America, adding an estimated $103M. The largest seller was American International Group, cutting an estimated $294M.

  • 620 institutional investors held Northrop Grumman (NOC) as of Q4 2013, up from 572 in Q3 2013.
  • Funds reported $21.4B of Northrop Grumman stock for Q4 2013, up 14% quarter-over-quarter.
  • 82 funds opened new Northrop Grumman positions in Q4 2013 and 27 closed out, a net change of +55 holders.
  • The largest Northrop Grumman buyer in Q4 2013 was Bank of America, an estimated $103M added.
  • The largest Northrop Grumman seller in Q4 2013 was American International Group, an estimated $294M sold.

Based on aggregated 13F filings for Q4 2013.