Lockheed Martin
LMT
1,022 hedge funds and large institutions have $53.1B invested in Lockheed Martin in 2015 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 366 increasing their positions, 404 reducing their positions, and 58 closing their positions.
62% more funds holding in top 10
Funds holding in top 10: 29 → 47 (+18)
41% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 58
10% more capital invested
Capital invested by funds: $48.1B → $53.1B (+$5.01B)
1% more funds holding
Funds holding: 1,007 → 1,022 (+15)
0.83% more ownership
Funds ownership: 81.85% → 82.68% (+0.83%)
9% less repeat investments, than reductions
Existing positions increased: 366 | Existing positions reduced: 404
34% less call options, than puts
Call options by funds: $231M | Put options by funds: $353M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$742M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$221M |
| 3 |
O
OppenheimerFunds
New York
|
+$160M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$84.8M |
| 5 |
AI
Analytic Investors
Los Angeles,
California
|
+$70M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Veritas Asset Management
London,
United Kingdom
|
-$219M |
| 2 |
State Street
Boston,
Massachusetts
|
-$213M |
| 3 |
Citigroup
New York
|
-$123M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$120M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$102M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFG
1076
CKW Financial Group
Honolulu,
Hawaii
| – | -$55K | -294 | Closed |
|
|
SFFS
1077
Stonehage Fleming Financial Services
St. Helier,
Jersey
| – | -$39K | -209 | Closed |
|
|
SEC
1078
Seven Eight Capital
New York
| – | -$38K | -207 | Closed |
|
|
SC
1079
Searle & Co
Greenwich,
Connecticut
| – | -$29K | -160 | Closed |
|
|
PIA
1080
Peachtree Investment Advisors
Atlanta,
Georgia
| – | -$23K | -125 | Closed |
|
|
TRCT
1081
Tower Research Capital (TRC)
New York
| – | -$22K | -120 | Closed |
|
1082
Walleye Trading
New York
| – | -$24K | -118 | Closed |
|
LMT Hedge Fund Activity: Q3 2015 in Review
1,022 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q3 2015, worth a combined $53.1B — up 10% from $48.1B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new LMT positions and 58 closed out — a net gain of 24 holders — while 366 added to existing stakes and 404 trimmed.
The largest buyer was Bank of America, adding an estimated $742M. The largest seller was Veritas Asset Management, exiting entirely with an estimated $219M sold.
- 1,022 institutional investors held Lockheed Martin (LMT) as of Q3 2015, up from 1,007 in Q2 2015.
- Funds reported $53.1B of Lockheed Martin stock for Q3 2015, up 10% quarter-over-quarter.
- 82 funds opened new Lockheed Martin positions in Q3 2015 and 58 closed out, a net change of +24 holders.
- The largest Lockheed Martin buyer in Q3 2015 was Bank of America, an estimated $742M added.
- The largest Lockheed Martin seller in Q3 2015 was Veritas Asset Management, an estimated $219M sold.
Based on aggregated 13F filings for Q3 2015.