Lockheed Martin
LMT
918 hedge funds and large institutions have $49.3B invested in Lockheed Martin in 2014 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 327 increasing their positions, 356 reducing their positions, and 50 closing their positions.
44% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 50
43% more funds holding in top 10
Funds holding in top 10: 30 → 43 (+13)
13% more capital invested
Capital invested by funds: $43.7B → $49.3B (+$5.57B)
1% more funds holding
Funds holding: 905 → 918 (+13)
0.14% less ownership
Funds ownership: 85.15% → 85.01% (-0.14%)
8% less repeat investments, than reductions
Existing positions increased: 327 | Existing positions reduced: 356
53% less call options, than puts
Call options by funds: $225M | Put options by funds: $483M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$140M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$94.1M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$70.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$61.7M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$51.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$236M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$187M |
| 3 |
State Street
Boston,
Massachusetts
|
-$173M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$130M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$113M |
LMT Hedge Fund Activity: Q3 2014 in Review
918 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q3 2014, worth a combined $49.3B — up 13% from $43.7B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new LMT positions and 50 closed out — a net gain of 22 holders — while 327 added to existing stakes and 356 trimmed.
The largest buyer was Capital International Investors, adding an estimated $140M. The largest seller was Capital World Investors, cutting an estimated $236M.
- 918 institutional investors held Lockheed Martin (LMT) as of Q3 2014, up from 905 in Q2 2014.
- Funds reported $49.3B of Lockheed Martin stock for Q3 2014, up 13% quarter-over-quarter.
- 72 funds opened new Lockheed Martin positions in Q3 2014 and 50 closed out, a net change of +22 holders.
- The largest Lockheed Martin buyer in Q3 2014 was Capital International Investors, an estimated $140M added.
- The largest Lockheed Martin seller in Q3 2014 was Capital World Investors, an estimated $236M sold.
Based on aggregated 13F filings for Q3 2014.