Lockheed Martin
LMT
899 hedge funds and large institutions have $44.5B invested in Lockheed Martin in 2014 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 318 increasing their positions, 339 reducing their positions, and 41 closing their positions.
154% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 41
8% more capital invested
Capital invested by funds: $41.1B → $44.5B (+$3.37B)
7% more funds holding
Funds holding: 844 → 899 (+55)
3% more funds holding in top 10
Funds holding in top 10: 35 → 36 (+1)
0.96% less ownership
Funds ownership: 86.39% → 85.43% (-0.96%)
6% less repeat investments, than reductions
Existing positions increased: 318 | Existing positions reduced: 339
48% less call options, than puts
Call options by funds: $180M | Put options by funds: $347M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$314M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$251M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$220M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$183M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$175M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$579M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$357M |
| 3 |
State Street
Boston,
Massachusetts
|
-$263M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$171M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$140M |
LMT Hedge Fund Activity: Q1 2014 in Review
899 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2014, worth a combined $44.5B — up 8.2% from $41.1B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new LMT positions and 41 closed out — a net gain of 63 holders — while 318 added to existing stakes and 339 trimmed.
The largest buyer was Bank of America, adding an estimated $314M. The largest seller was Massachusetts Financial Services, cutting an estimated $579M.
- 899 institutional investors held Lockheed Martin (LMT) as of Q1 2014, up from 844 in Q4 2013.
- Funds reported $44.5B of Lockheed Martin stock for Q1 2014, up 8.2% quarter-over-quarter.
- 104 funds opened new Lockheed Martin positions in Q1 2014 and 41 closed out, a net change of +63 holders.
- The largest Lockheed Martin buyer in Q1 2014 was Bank of America, an estimated $314M added.
- The largest Lockheed Martin seller in Q1 2014 was Massachusetts Financial Services, an estimated $579M sold.
Based on aggregated 13F filings for Q1 2014.