Lockheed Martin
LMT
905 hedge funds and large institutions have $43.7B invested in Lockheed Martin in 2014 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 348 increasing their positions, 335 reducing their positions, and 44 closing their positions.
27% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 44
4% more repeat investments, than reductions
Existing positions increased: 348 | Existing positions reduced: 335
1% more funds holding
Funds holding: 899 → 905 (+6)
0.28% less ownership
Funds ownership: 85.43% → 85.15% (-0.28%)
2% less capital invested
Capital invested by funds: $44.6B → $43.7B (-$896M)
17% less funds holding in top 10
Funds holding in top 10: 36 → 30 (-6)
55% less call options, than puts
Call options by funds: $154M | Put options by funds: $345M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$202M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$131M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$129M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$77.2M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$588M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$146M |
| 3 |
Barclays
London,
United Kingdom
|
-$46.8M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$44.2M |
| 5 |
Goldman Sachs
New York
|
-$41.9M |
LMT Hedge Fund Activity: Q2 2014 in Review
905 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q2 2014, worth a combined $43.7B — down 2% from $44.6B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new LMT positions and 44 closed out — a net gain of 12 holders — while 348 added to existing stakes and 335 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $202M. The largest seller was Capital World Investors, cutting an estimated $588M.
- 905 institutional investors held Lockheed Martin (LMT) as of Q2 2014, up from 899 in Q1 2014.
- Funds reported $43.7B of Lockheed Martin stock for Q2 2014, down 2% quarter-over-quarter.
- 56 funds opened new Lockheed Martin positions in Q2 2014 and 44 closed out, a net change of +12 holders.
- The largest Lockheed Martin buyer in Q2 2014 was Wellington Management Group, an estimated $202M added.
- The largest Lockheed Martin seller in Q2 2014 was Capital World Investors, an estimated $588M sold.
Based on aggregated 13F filings for Q2 2014.