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Lockheed Martin
LMT

761 hedge funds and large institutions have $35.9B invested in Lockheed Martin in 2013 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 38

63% more funds holding in top 10

Funds holding in top 10: 19 → 31 (+12)

17% more capital invested

Capital invested by funds: $30.6B → $35.9B (+$5.34B)

4% more funds holding

Funds holding: 730 → 761 (+31)

5% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 280

0.28% more ownership

Funds ownership: 87.62% → 87.9% (+0.28%)

48% less call options, than puts

Call options by funds: $228M | Put options by funds: $434M

Holders
761
Holders Change
+31
Holders Change %
+4.25%
% of All Funds
24.68%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
1.01%
New
77
Increased
293
Reduced
280
Closed
38
Calls
$228M
Puts
$434M
Net Calls
-$207M
Net Calls Change
-$134M

Top Buyers

1
MCM
Marsico Capital Management
Colorado
+$171M
2
Boston Partners
Boston Partners
Massachusetts
+$143M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$140M
4
EAM
Edge Asset Management
Washington
+$90.8M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$84.2M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$310M
2
Citadel Advisors
Citadel Advisors
Florida
-$102M
3
State Street
State Street
Massachusetts
-$97.9M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$85.8M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$78.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
101
RS Investment Management
California
$37.1M -$17.9M -147,645 -34%
CB
102
Commerce Bank
Missouri
$35.4M +$518K +4,269 +2%
U
103
UBS
Switzerland
$34.3M +$1.29M +10,588 +4%
WCM
104
Winton Capital Management
United Kingdom
$34M -$1.63M -13,441 -5%
Dimensional Fund Advisors
105
Dimensional Fund Advisors
Texas
$33.5M +$1.68M +13,815 +6%
USAA
106
United Services Automobile Association
Texas
$33.2M +$1.42M +11,671 +5%
ACI
107
AMP Capital Investors
Australia
$32.4M -$2.28M -18,782 -7%
Federated Hermes
108
Federated Hermes
Pennsylvania
$32.1M -$1.81M -14,915 -6%
RG
109
Rathbones Group
United Kingdom
$31.3M +$2.41M +19,879 +9%
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$30.3M +$1M +8,238 +4%
CIM
111
Confluence Investment Management
Missouri
$30M +$1.45M +11,974 +5%
Janus Henderson Group
112
Janus Henderson Group
United Kingdom
$29.1M +$3.59M +29,553 +15%
RHBC
113
R.H. Bluestein & Co
Michigan
$28.7M +$12.5M +103,054 +85%
KCM
114
Kames Capital Management
United Kingdom
$27.7M +$1.29M +10,659 +5%
FQ
115
First Quadrant
California
$27.2M -$3.3M -27,200 -11%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$27M -$2.17M -17,901 -8%
First Trust Advisors
117
First Trust Advisors
Illinois
$27M +$2.92M +24,059 +13%
TBC
118
Tweedy, Browne Co
Connecticut
$26.9M – – –
VOYA Investment Management
119
VOYA Investment Management
Georgia
$26.5M -$1.89M -15,553 -7%
ERM
120
Elm Ridge Management
New York
$26.3M -$11.6M -95,423 -32%
BCIM
121
British Columbia Investment Management
British Columbia, Canada
$25.9M +$1.36M +11,172 +6%
SONJCPFA
122
State of New Jersey Common Pension Fund A
New Jersey
$25.5M +$24.3M +200,000 New
Teacher Retirement System of Texas
123
Teacher Retirement System of Texas
Texas
$24.9M -$526K -4,335 -2%
Asset Management One
124
Asset Management One
Japan
$23.9M -$3.22M -26,484 -12%
TA
125
Teachers Advisors
New York
$23.7M +$216K +1,781 +1%
3 4
5
6 7

LMT Hedge Fund Activity: Q3 2013 in Review

761 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q3 2013, worth a combined $35.9B — up 17% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new LMT positions and 38 closed out — a net gain of 39 holders — while 293 added to existing stakes and 280 trimmed.

The largest buyer was Marsico Capital Management, adding an estimated $171M. The largest seller was Massachusetts Financial Services, cutting an estimated $310M.

  • 761 institutional investors held Lockheed Martin (LMT) as of Q3 2013, up from 730 in Q2 2013.
  • Funds reported $35.9B of Lockheed Martin stock for Q3 2013, up 17% quarter-over-quarter.
  • 77 funds opened new Lockheed Martin positions in Q3 2013 and 38 closed out, a net change of +39 holders.
  • The largest Lockheed Martin buyer in Q3 2013 was Marsico Capital Management, an estimated $171M added.
  • The largest Lockheed Martin seller in Q3 2013 was Massachusetts Financial Services, an estimated $310M sold.

Based on aggregated 13F filings for Q3 2013.