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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
RBC
576
Ronald Blue & Co
Georgia
$776K +$103K +658 +16%
HTC
577
Haverford Trust Company
Pennsylvania
$756K -$508K -3,233 -41%
GP
578
Girard Partners
Pennsylvania
$755K +$447K +2,844 +160%
RNS
579
Robert N. Shapiro
$749K +$73.8K +470 +11%
BFG
580
Beacon Financial Group
Texas
$745K +$729K +4,640 New
CDH
581
Charles D. Hyman
$743K
CFB
582
Cullen/Frost Bankers
Texas
$741K +$59.8K +381 +9%
VHAM
583
Van Hulzen Asset Management
California
$735K +$707K +4,500 New
MYAM
584
Meiji Yasuda Asset Management
Japan
$732K +$28.3K +180 +4%
William Blair & Company
585
William Blair & Company
Illinois
$728K -$609K -3,878 -46%
SI
586
Stephens Inc
Arkansas
$725K +$88.3K +562 +14%
GA
587
Geneva Advisors
Illinois
$719K +$39.6K +252 +6%
RCAG
588
Rehmann Capital Advisory Group
Michigan
$718K -$4.4K -28 -0.6%
B
589
BancorpSouth
Mississippi
$717K +$234K +1,491 +51%
NFGCM
590
Norman Fields Gottscho Capital Management
New York
$716K
VWM
591
Valley Wealth Managers
New Jersey
$714K +$83.2K +530 +14%
FA
592
FDx Advisors
Illinois
$693K +$666K +4,244 New
SC
593
SouthState Corp
Florida
$678K -$53.4K -340 -7%
GMIM
594
General Motors Investment Management
New York
$663K -$439K -2,793 -41%
TF
595
Tompkins Financial
New York
$663K +$17.3K +110 +3%
AMIM
596
Aull & Monroe Investment Management
Alabama
$661K -$7.85K -50 -1%
Bank of Nova Scotia
597
Bank of Nova Scotia
Ontario, Canada
$661K +$69.4K +442 +12%
BOH
598
Bank of Hawaii
Hawaii
$655K +$111K +710 +22%
CCM
599
Covington Capital Management
California
$653K
WC
600
Wexford Capital
Florida
$653K +$628K +4,000 New

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.