Lockheed Martin
LMT
761 hedge funds and large institutions have $35.9B invested in Lockheed Martin in 2013 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 38 closing their positions.
103% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 38
63% more funds holding in top 10
Funds holding in top 10: 19 → 31 (+12)
17% more capital invested
Capital invested by funds: $30.6B → $35.9B (+$5.34B)
4% more funds holding
Funds holding: 730 → 761 (+31)
5% more repeat investments, than reductions
Existing positions increased: 293 | Existing positions reduced: 280
0.28% more ownership
Funds ownership: 87.62% → 87.9% (+0.28%)
48% less call options, than puts
Call options by funds: $228M | Put options by funds: $434M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Marsico Capital Management
Denver,
Colorado
|
+$171M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$143M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$140M |
| 4 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$90.8M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$84.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$310M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$102M |
| 3 |
State Street
Boston,
Massachusetts
|
-$97.9M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$85.8M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$78.3M |
LMT Hedge Fund Activity: Q3 2013 in Review
761 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q3 2013, worth a combined $35.9B — up 17% from $30.6B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new LMT positions and 38 closed out — a net gain of 39 holders — while 293 added to existing stakes and 280 trimmed.
The largest buyer was Marsico Capital Management, adding an estimated $171M. The largest seller was Massachusetts Financial Services, cutting an estimated $310M.
- 761 institutional investors held Lockheed Martin (LMT) as of Q3 2013, up from 730 in Q2 2013.
- Funds reported $35.9B of Lockheed Martin stock for Q3 2013, up 17% quarter-over-quarter.
- 77 funds opened new Lockheed Martin positions in Q3 2013 and 38 closed out, a net change of +39 holders.
- The largest Lockheed Martin buyer in Q3 2013 was Marsico Capital Management, an estimated $171M added.
- The largest Lockheed Martin seller in Q3 2013 was Massachusetts Financial Services, an estimated $310M sold.
Based on aggregated 13F filings for Q3 2013.