Lockheed Martin
LMT
992 hedge funds and large institutions have $51B invested in Lockheed Martin in 2014 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 345 increasing their positions, 363 reducing their positions, and 55 closing their positions.
160% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 55
8% more funds holding
Funds holding: 919 → 992 (+73)
3% more capital invested
Capital invested by funds: $49.3B → $51B (+$1.7B)
5% less repeat investments, than reductions
Existing positions increased: 345 | Existing positions reduced: 363
1.15% less ownership
Funds ownership: 85.01% → 83.86% (-1.2%)
7% less funds holding in top 10
Funds holding in top 10: 43 → 40 (-3)
71% less call options, than puts
Call options by funds: $168M | Put options by funds: $586M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$218M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$208M |
| 3 |
MAM
Marketfield Asset Management
New York
|
+$168M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$144M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$112M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$472M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$350M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$323M |
| 4 |
VAM
Veritas Asset Management
London,
United Kingdom
|
-$246M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$155M |
LMT Hedge Fund Activity: Q4 2014 in Review
992 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q4 2014, worth a combined $51B — up 3.5% from $49.3B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new LMT positions and 55 closed out — a net gain of 88 holders — while 345 added to existing stakes and 363 trimmed.
The largest buyer was Capital International Investors, adding an estimated $218M. The largest seller was Capital Research Global Investors, cutting an estimated $472M.
- 992 institutional investors held Lockheed Martin (LMT) as of Q4 2014, up from 919 in Q3 2014.
- Funds reported $51B of Lockheed Martin stock for Q4 2014, up 3.5% quarter-over-quarter.
- 143 funds opened new Lockheed Martin positions in Q4 2014 and 55 closed out, a net change of +88 holders.
- The largest Lockheed Martin buyer in Q4 2014 was Capital International Investors, an estimated $218M added.
- The largest Lockheed Martin seller in Q4 2014 was Capital Research Global Investors, an estimated $472M sold.
Based on aggregated 13F filings for Q4 2014.