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Lockheed Martin

899 hedge funds and large institutions have $44.6B invested in Lockheed Martin in 2014 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 317 increasing their positions, 339 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 40

8% more capital invested

Capital invested by funds: $41.2B → $44.6B (+$3.44B)

7% more funds holding

Funds holding: 843899 (+56)

3% more funds holding in top 10

Funds holding in top 10: 3536 (+1)

0.97% less ownership

Funds ownership: 86.4%85.43% (-0.97%)

6% less repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 339

48% less call options, than puts

Call options by funds: $179M | Put options by funds: $347M

Holders
899
Holders Change
+56
Holders Change %
+6.64%
% of All Funds
25.97%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
1.04%
New
104
Increased
317
Reduced
339
Closed
40
Calls
$179M
Puts
$347M
Net Calls
-$168M
Net Calls Change
+$300M
Name Holding Trade Value Shares
Change
Change in
Stake
HC
476
Highmount Capital
New York
$1.35M -$2.35K -15 -0.2%
WA
477
WFG Advisors
Texas
$1.34M -$1.21M -7,707 -48%
JFGIW
478
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.32M +$767K +4,885 +152%
PAG
479
Private Advisor Group
New Jersey
$1.31M +$12.7K +81 +1%
CA
480
Cetera Advisors
Colorado
$1.31M +$381K +2,425 +43%
PP
481
Palladium Partners
Virginia
$1.3M -$12.6K -80 -1%
ACP
482
Aviance Capital Partners
Florida
$1.29M -$136K -867 -10%
Toronto Dominion Bank
483
Toronto Dominion Bank
Ontario, Canada
$1.28M -$24.8K -158 -2%
VC
484
Vicus Capital
Pennsylvania
$1.28M -$50.6K -322 -4%
PA
485
Profund Advisors
Maryland
$1.24M -$425K -2,706 -26%
IIM
486
Intact Investment Management
Quebec, Canada
$1.24M +$630K +4,010 +111%
FAAS
487
First Allied Advisory Services
California
$1.24M +$81K +516 +7%
GIA
488
Granite Investment Advisors
New Hampshire
$1.24M -$524K -3,335 -31%
HNB
489
Huntington National Bank
Ohio
$1.23M +$313K +1,991 +36%
BC
490
Bartlett & Co
Ohio
$1.23M +$36.9K +235 +3%
SC
491
Scotia Capital
Ontario, Canada
$1.23M +$895K +5,700 +312%
FAAM
492
First Allied Asset Management
California
$1.23M -$31.7K -202 -3%
Daiwa Securities Group
493
Daiwa Securities Group
Japan
$1.22M -$31.4K -200 -3%
PIP
494
Perennial Investment Partners
Australia
$1.22M +$1.18M +7,500 New
NGA
495
Naples Global Advisors
Florida
$1.22M +$38.3K +244 +3%
Aviva
496
Aviva
United Kingdom
$1.21M -$89.5K -570 -7%
SM
497
Stratton Management
Pennsylvania
$1.19M
B
498
Baird
Wisconsin
$1.18M -$1.25M -7,935 -52%
SNBOSCI
499
Security National Bank of Sioux City Iowa
Iowa
$1.18M
WTIM
500
Wilmington Trust Investment Management
Delaware
$1.18M +$316K +2,013 +38%

LMT Hedge Fund Activity: Q1 2014 in Review

899 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2014, worth a combined $44.6B — up 8.4% from $41.2B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new LMT positions and 40 closed out — a net gain of 64 holders — while 317 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 843 in Q4 2013.
  • Funds reported $44.6B of Lockheed Martin stock for Q1 2014, up 8.4% quarter-over-quarter.
  • 104 funds opened new Lockheed Martin positions in Q1 2014 and 40 closed out, a net change of +64 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.