Lockheed Martin
LMT
1,077 hedge funds and large institutions have $54.2B invested in Lockheed Martin in 2015 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 417 increasing their positions, 374 reducing their positions, and 48 closing their positions.
146% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 48
11% more repeat investments, than reductions
Existing positions increased: 417 | Existing positions reduced: 374
11% more funds holding in top 10
Funds holding in top 10: 47 → 52 (+5)
5% more funds holding
Funds holding: 1,022 → 1,077 (+55)
2% more capital invested
Capital invested by funds: $53.1B → $54.2B (+$1.17B)
1.45% less ownership
Funds ownership: 82.68% → 81.23% (-1.5%)
50% less call options, than puts
Call options by funds: $197M | Put options by funds: $392M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$144M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$101M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$58.7M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$51.6M |
| 5 |
WIM
Waverton Investment Management
London,
United Kingdom
|
+$49.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
-$375M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$200M |
| 3 |
Bank of New York Mellon
New York
|
-$195M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$194M |
| 5 |
First Eagle Investment Management
New York
|
-$123M |
LMT Hedge Fund Activity: Q4 2015 in Review
1,077 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q4 2015, worth a combined $54.2B — up 2.2% from $53.1B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new LMT positions and 48 closed out — a net gain of 70 holders — while 417 added to existing stakes and 374 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $144M. The largest seller was American International Group, cutting an estimated $375M.
- 1,077 institutional investors held Lockheed Martin (LMT) as of Q4 2015, up from 1,022 in Q3 2015.
- Funds reported $54.2B of Lockheed Martin stock for Q4 2015, up 2.2% quarter-over-quarter.
- 118 funds opened new Lockheed Martin positions in Q4 2015 and 48 closed out, a net change of +70 holders.
- The largest Lockheed Martin buyer in Q4 2015 was Fidelity Investments, an estimated $144M added.
- The largest Lockheed Martin seller in Q4 2015 was American International Group, an estimated $375M sold.
Based on aggregated 13F filings for Q4 2015.