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Lockheed Martin

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.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 59

2% more funds holding

Funds holding: 9821,006 (+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: 4129 (-12)

56% less call options, than puts

Call options by funds: $144M | Put options by funds: $324M

Holders
1,006
Holders Change
+24
Holders Change %
+2.44%
% of All Funds
27.11%
Holding in Top 10
29
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-29.27%
% of All Funds
0.78%
New
95
Increased
350
Reduced
381
Closed
59
Calls
$144M
Puts
$324M
Net Calls
-$180M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DTL
601
Dynamic Technology Lab
Singapore
$825K +$849K +4,409 New
EHWM
602
Eads & Heald Wealth Management
Georgia
$815K -$52K -270 -6%
RCAG
603
Rehmann Capital Advisory Group
Michigan
$803K -$30.8K -160 -4%
AMIM
604
Aull & Monroe Investment Management
Alabama
$798K -$27.7K -144 -4%
NFGCM
605
Norman Fields Gottscho Capital Management
New York
$797K
FC
606
Forte Capital
New York
$795K
LAIC
607
Lederer & Associates Investment Counsel
California
$792K +$820K +4,258 New
GIA
608
Guyasuta Investment Advisors
Pennsylvania
$790K +$262K +1,360 +47%
SI
609
Stephens Inc
Arkansas
$780K -$73K -379 -8%
W
610
Wealthfront
California
$774K +$101K +524 +14%
Jennison Associates
611
Jennison Associates
New York
$768K +$796K +4,132 New
DIA
612
Dean Investment Associates
Ohio
$767K +$63.5K +330 +9%
MAM
613
Mastrapasqua Asset Management
Tennessee
$765K +$792K +4,115 New
CS
614
Credential Securities
$759K +$22.5K +117 +3%
CA
615
Cullinan Associates
Kentucky
$758K
SIG
616
Schooner Investment Group
Pennsylvania
$753K -$289K -1,500 -27%
KCM
617
KSA Capital Management
New Jersey
$744K +$770K +4,000 New
NAMA
618
Nikko Asset Management Americas
New York
$742K +$38.5K +200 +5%
AC
619
Amiya Capital
United Kingdom
$742K +$768K +3,990 New
FTC
620
Farmers Trust Company
Ohio
$735K -$27.9K -145 -4%
OCG
621
Opus Capital Group
Ohio
$722K -$46.2K -240 -6%
PIM
622
Penobscot Investment Management
Massachusetts
$707K +$40.4K +210 +6%
MCM
623
Mork Capital Management
California
$706K
DekaBank Deutsche Girozentrale
624
DekaBank Deutsche Girozentrale
Germany
$696K
WSFS
625
Wilmington Savings Fund Society
Delaware
$696K +$19.3K +100 +3%

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.