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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
BCM
526
BBT Capital Management
Texas
$1M +$966K +6,150 New
CONA
527
Capital One National Association
New York
$1M -$69.7K -444 -7%
WMSA
528
Weiss Multi-Strategy Advisers
New York
$997K +$471K +3,000 +96%
CTA
529
Chesley Taft & Associates
Illinois
$995K -$21.2K -135 -2%
GJIC
530
Gamble Jones Investment Counsel
California
$992K -$39.3K -250 -4%
MBT
531
Monroe Bank & Trust
Michigan
$992K +$471K +3,000 +97%
WIS
532
Wright Investors Service
Connecticut
$982K +$200K +1,274 +27%
ASC
533
Atalanta Sosnoff Capital
New York
$979K +$110K +700 +13%
SHA
534
Smith Hayes Advisers
Nebraska
$978K -$28.3K -180 -3%
CCM
535
Compton Capital Management
Rhode Island
$973K -$7.85K -50 -0.8%
BO
536
Bank OZK
Arkansas
$970K -$51.8K -330 -5%
TIP
537
Torray Investment Partners
Maryland
$959K -$90.3K -575 -9%
CG
538
Colony Group
Massachusetts
$958K +$57.3K +365 +7%
ACH
539
ArrowMark Colorado Holdings
Colorado
$947K
MBI
540
Montrusco Bolton Investments
Quebec, Canada
$944K +$908K +5,780 New
MYLI
541
Meiji Yasuda Life Insurance
Japan
$939K -$41K -261 -4%
BA
542
Birinyi Associates
Connecticut
$922K +$887K +5,650 New
SWM
543
SVA Wealth Management
Wisconsin
$915K -$8.17K -52 -0.9%
NBC
544
Neuberger Berman Canada
Ontario, Canada
$914K +$879K +5,600 New
NPIT
545
National Penn Investors Trust
Pennsylvania
$909K
ECAM
546
East Coast Asset Management
Massachusetts
$908K +$3.14K +20 +0.4%
WCM
547
Wisconsin Capital Management
Wisconsin
$905K
DPIM
548
Duff & Phelps Investment Management
Illinois
$902K
TFA
549
Transamerica Financial Advisors
Florida
$898K -$34.9K -222 -4%
FTC
550
Farmers Trust Company
Ohio
$896K +$15.5K +99 +2%

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.