Lockheed Martin
LMT
983 hedge funds and large institutions have $53.5B invested in Lockheed Martin in 2015 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 360 increasing their positions, 400 reducing their positions, and 73 closing their positions.
3% more funds holding in top 10
Funds holding in top 10: 40 → 41 (+1)
10% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 73
5% more capital invested
Capital invested by funds: $51B → $53.5B (+$2.44B)
0.55% less ownership
Funds ownership: 83.86% → 83.31% (-0.55%)
1% less funds holding
Funds holding: 992 → 983 (-9)
10% less repeat investments, than reductions
Existing positions increased: 360 | Existing positions reduced: 400
54% less call options, than puts
Call options by funds: $138M | Put options by funds: $302M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$466M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$207M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$153M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$143M |
| 5 |
MCM
Marsico Capital Management
Denver,
Colorado
|
+$116M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$218M |
| 2 |
RL
Ruffer LLP
London,
United Kingdom
|
-$161M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$160M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$149M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$133M |
LMT Hedge Fund Activity: Q1 2015 in Review
983 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2015, worth a combined $53.5B — up 4.8% from $51B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new LMT positions and 73 closed out — a net gain of 7 holders — while 360 added to existing stakes and 400 trimmed.
The largest buyer was Vanguard Group, adding an estimated $466M. The largest seller was State Street, cutting an estimated $218M.
- 983 institutional investors held Lockheed Martin (LMT) as of Q1 2015, down from 992 in Q4 2014.
- Funds reported $53.5B of Lockheed Martin stock for Q1 2015, up 4.8% quarter-over-quarter.
- 80 funds opened new Lockheed Martin positions in Q1 2015 and 73 closed out, a net change of +7 holders.
- The largest Lockheed Martin buyer in Q1 2015 was Vanguard Group, an estimated $466M added.
- The largest Lockheed Martin seller in Q1 2015 was State Street, an estimated $218M sold.
Based on aggregated 13F filings for Q1 2015.