Lockheed Martin
LMT
1,006 hedge funds and large institutions have $48.1B invested in Lockheed Martin in 2015 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 350 increasing their positions, 381 reducing their positions, and 59 closing their positions.
61% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 59
2% more funds holding
Funds holding: 982 → 1,006 (+24)
8% less repeat investments, than reductions
Existing positions increased: 350 | Existing positions reduced: 381
1.46% less ownership
Funds ownership: 83.31% → 81.85% (-1.5%)
10% less capital invested
Capital invested by funds: $53.4B → $48.1B (-$5.3B)
29% less funds holding in top 10
Funds holding in top 10: 41 → 29 (-12)
56% less call options, than puts
Call options by funds: $144M | Put options by funds: $324M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$368M |
| 2 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$191M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$133M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$106M |
| 5 |
Citigroup
New York
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$267M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$187M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$178M |
| 4 |
State Street
Boston,
Massachusetts
|
-$176M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$143M |
LMT Hedge Fund Activity: Q2 2015 in Review
1,006 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q2 2015, worth a combined $48.1B — down 9.9% from $53.4B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new LMT positions and 59 closed out — a net gain of 36 holders — while 350 added to existing stakes and 381 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $368M. The largest seller was Capital World Investors, cutting an estimated $267M.
- 1,006 institutional investors held Lockheed Martin (LMT) as of Q2 2015, up from 982 in Q1 2015.
- Funds reported $48.1B of Lockheed Martin stock for Q2 2015, down 9.9% quarter-over-quarter.
- 95 funds opened new Lockheed Martin positions in Q2 2015 and 59 closed out, a net change of +36 holders.
- The largest Lockheed Martin buyer in Q2 2015 was Wellington Management Group, an estimated $368M added.
- The largest Lockheed Martin seller in Q2 2015 was Capital World Investors, an estimated $267M sold.
Based on aggregated 13F filings for Q2 2015.