Lockheed Martin
LMT
843 hedge funds and large institutions have $41.2B invested in Lockheed Martin in 2013 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 279 increasing their positions, 329 reducing their positions, and 32 closing their positions.
284% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 32
15% more capital invested
Capital invested by funds: $35.9B → $41.2B (+$5.23B)
13% more funds holding in top 10
Funds holding in top 10: 31 → 35 (+4)
11% more funds holding
Funds holding: 761 → 843 (+82)
1.5% less ownership
Funds ownership: 87.9% → 86.4% (-1.5%)
15% less repeat investments, than reductions
Existing positions increased: 279 | Existing positions reduced: 329
65% less call options, than puts
Call options by funds: $257M | Put options by funds: $725M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oakmont Corp
Los Angeles,
California
|
+$146M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$106M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$86.9M |
| 4 |
RL
Ruffer LLP
London,
United Kingdom
|
+$85M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$82.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$332M |
| 2 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$222M |
| 3 |
First Eagle Investment Management
New York
|
-$190M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$174M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$132M |
LMT Hedge Fund Activity: Q4 2013 in Review
843 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q4 2013, worth a combined $41.2B — up 15% from $35.9B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new LMT positions and 32 closed out — a net gain of 91 holders — while 279 added to existing stakes and 329 trimmed.
The largest buyer was Oakmont Corp, opening a new position worth an estimated $146M. The largest seller was Capital World Investors, cutting an estimated $332M.
- 843 institutional investors held Lockheed Martin (LMT) as of Q4 2013, up from 761 in Q3 2013.
- Funds reported $41.2B of Lockheed Martin stock for Q4 2013, up 15% quarter-over-quarter.
- 123 funds opened new Lockheed Martin positions in Q4 2013 and 32 closed out, a net change of +91 holders.
- The largest Lockheed Martin buyer in Q4 2013 was Oakmont Corp, an estimated $146M added.
- The largest Lockheed Martin seller in Q4 2013 was Capital World Investors, an estimated $332M sold.
Based on aggregated 13F filings for Q4 2013.