Lockheed Martin
LMT
1,118 hedge funds and large institutions have $54.9B invested in Lockheed Martin in 2016 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 455 increasing their positions, 400 reducing their positions, and 46 closing their positions.
111% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 46
14% more repeat investments, than reductions
Existing positions increased: 455 | Existing positions reduced: 400
6.02% more ownership
Funds ownership: 81.23% → 87.24% (+6%)
4% more funds holding
Funds holding: 1,077 → 1,118 (+41)
10% more call options, than puts
Call options by funds: $298M | Put options by funds: $272M
1% more capital invested
Capital invested by funds: $54.2B → $54.9B (+$713M)
8% less funds holding in top 10
Funds holding in top 10: 52 → 48 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$3.56B |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$342M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$279M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$180M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$163M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$447M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$309M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$127M |
| 4 |
State Street
Boston,
Massachusetts
|
-$124M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$118M |
LMT Hedge Fund Activity: Q1 2016 in Review
1,118 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2016, worth a combined $54.9B — up 1.3% from $54.2B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new LMT positions and 46 closed out — a net gain of 51 holders — while 455 added to existing stakes and 400 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $3.56B. The largest seller was Capital World Investors, cutting an estimated $447M.
- 1,118 institutional investors held Lockheed Martin (LMT) as of Q1 2016, up from 1,077 in Q4 2015.
- Funds reported $54.9B of Lockheed Martin stock for Q1 2016, up 1.3% quarter-over-quarter.
- 97 funds opened new Lockheed Martin positions in Q1 2016 and 46 closed out, a net change of +51 holders.
- The largest Lockheed Martin buyer in Q1 2016 was Royal London Asset Management, an estimated $3.56B added.
- The largest Lockheed Martin seller in Q1 2016 was Capital World Investors, an estimated $447M sold.
Based on aggregated 13F filings for Q1 2016.