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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
BG
626
Bollard Group
Massachusetts
$692K +$5.58K +29 +0.8%
JIC
627
Johnson Investment Counsel
Ohio
$690K +$6.55K +34 +0.9%
MCM
628
Maryland Capital Management
Maryland
$682K +$221K +1,146 +45%
MYAM
629
Meiji Yasuda Asset Management
Japan
$675K +$38.5K +200 +6%
RGC
630
Roberts, Glore & Co
Illinois
$671K
CAM
631
Centre Asset Management
New York
$658K
PFS
632
Prospera Financial Services
Texas
$653K -$41.8K -217 -6%
PRA
633
Parametric Risk Advisors
Connecticut
$651K
CCM
634
Crossvault Capital Management
Texas
$651K +$96.3K +500 +17%
ACH
635
ArrowMark Colorado Holdings
Colorado
$650K +$385K +2,000 +134%
VKH
636
Virtu KCG Holdings
New York
$649K -$912K -4,737 -58%
IP
637
Investment Partners
Ohio
$649K -$76.3K -396 -10%
RBC
638
Ronald Blue & Co
Georgia
$646K -$5.01K -26 -0.7%
PL
639
Parkwood LLC
Ohio
$644K +$3.85K +20 +0.6%
WSTAM
640
Wilbanks Smith & Thomas Asset Management
Virginia
$642K +$1.73K +9 +0.3%
Jane Street
641
Jane Street
New York
$641K -$2.31M -12,005 -78%
CPC
642
Cookson Peirce & Co
Pennsylvania
$636K -$54.9K -285 -8%
Axa
643
Axa
France
$632K -$3.18M -16,500 -83%
BBPWM
644
Blue Bell Private Wealth Management
Pennsylvania
$632K
BAM
645
Bruderman Asset Management
New York
$632K +$385 +2 +0.1%
RB
646
Rodgers Brothers
Pennsylvania
$629K -$43.3K -225 -6%
CAM
647
Carret Asset Management
New York
$627K
HIC
648
Hartline Investment Corp
Illinois
$626K -$50.1K -260 -7%
CIC
649
Crawford Investment Counsel
Georgia
$626K
HH
650
Hilltop Holdings
Texas
$624K +$45.4K +236 +8%

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.