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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
LNWWM
651
Laird Norton Wetherby Wealth Management
California
$624K +$83K +431 +15%
EHC
652
Everett Harris & Co
California
$615K +$6.16K +32 +1%
PAM
653
Paradigm Asset Management
New York
$613K
ASC
654
Atalanta Sosnoff Capital
New York
$613K -$250K -1,300 -28%
MJRIC
655
Mogy Joel R Investment Counsel
California
$613K
EFS
656
Essex Financial Services
Connecticut
$601K
NG
657
NatWest Group
United Kingdom
$600K +$137K +714 +28%
LH
658
Lebenthal Holdings
New York
$586K +$72.8K +378 +14%
CBN
659
Cadence Bank NA
Texas
$585K -$3.27K -17 -0.5%
WB
660
WesBanco Bank
West Virginia
$585K
MMM
661
Mendel Money Management
Illinois
$579K +$963 +5 +0.2%
CDH
662
Charles D. Hyman
$576K
DADC
663
D.A. Davidson & Co
Montana
$576K +$28.5K +148 +5%
GIA
664
Granite Investment Advisors
New Hampshire
$567K -$77K -400 -12%
BBA
665
BLB&B Advisors
Pennsylvania
$562K -$8.66K -45 -1%
RC
666
RegentAtlantic Capital
New Jersey
$562K
CCM
667
Covington Capital Management
California
$558K -$48.1K -250 -8%
PL
668
Perpetual Ltd
Australia
$558K +$57.8K +300 +11%
Tudor Investment Corp
669
Tudor Investment Corp
Connecticut
$558K +$578K +3,000 New
RCM
670
RNC Capital Management
California
$553K -$67.8K -352 -11%
Fisher Asset Management
671
Fisher Asset Management
Washington
$553K -$61K -317 -10%
DWA
672
Dorsey Wright & Associates
California
$543K -$2.7K -14 -0.5%
OFS
673
Orrstown Financial Services
Pennsylvania
$535K
AIM
674
Aspen Investment Management
Michigan
$533K
CAI
675
Capital Advisors Inc
Oklahoma
$533K -$23.1K -120 -4%

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.