Lockheed Martin
LMT
1,155 hedge funds and large institutions have $61.3B invested in Lockheed Martin in 2016 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 438 increasing their positions, 449 reducing their positions, and 46 closing their positions.
111% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 46
35% more funds holding in top 10
Funds holding in top 10: 48 → 65 (+17)
12% more capital invested
Capital invested by funds: $54.9B → $61.3B (+$6.4B)
3% more funds holding
Funds holding: 1,118 → 1,155 (+37)
2% less repeat investments, than reductions
Existing positions increased: 438 | Existing positions reduced: 449
6.34% less ownership
Funds ownership: 87.24% → 80.91% (-6.3%)
24% less call options, than puts
Call options by funds: $391M | Put options by funds: $512M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$199M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$155M |
| 3 |
SBAM
Santa Barbara Asset Management
Los Angeles,
California
|
+$125M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$120M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$113M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$3.91B |
| 2 |
Franklin Resources
San Mateo,
California
|
-$614M |
| 3 |
First Eagle Investment Management
New York
|
-$156M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$130M |
| 5 |
State Street
Boston,
Massachusetts
|
-$126M |
LMT Hedge Fund Activity: Q2 2016 in Review
1,155 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q2 2016, worth a combined $61.3B — up 12% from $54.9B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new LMT positions and 46 closed out — a net gain of 51 holders — while 438 added to existing stakes and 449 trimmed.
The largest buyer was Ameriprise, adding an estimated $199M. The largest seller was Royal London Asset Management, cutting an estimated $3.91B.
- 1,155 institutional investors held Lockheed Martin (LMT) as of Q2 2016, up from 1,118 in Q1 2016.
- Funds reported $61.3B of Lockheed Martin stock for Q2 2016, up 12% quarter-over-quarter.
- 97 funds opened new Lockheed Martin positions in Q2 2016 and 46 closed out, a net change of +51 holders.
- The largest Lockheed Martin buyer in Q2 2016 was Ameriprise, an estimated $199M added.
- The largest Lockheed Martin seller in Q2 2016 was Royal London Asset Management, an estimated $3.91B sold.
Based on aggregated 13F filings for Q2 2016.