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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
OWP
701
Obermeyer Wealth Partners
Colorado
$478K
NFG
702
Next Financial Group
Texas
$477K +$11.2K +58 +2%
OC
703
Oakworth Capital
Alabama
$476K -$308K -1,600 -41%
SCM
704
Sterling Capital Management
North Carolina
$473K -$4.7M -24,394 -91%
RMDI
705
R.M. Davis Inc
Maine
$473K +$490K +2,546 New
BBHC
706
Brown Brothers Harriman & Co
New York
$472K
IC
707
InterOcean Capital
Illinois
$471K +$488K +2,535 New
SC
708
Scotia Capital
Ontario, Canada
$468K +$163K +846 +50%
MSFP
709
Mark Sheptoff Financial Planning
Connecticut
$465K
MIM
710
Miller Investment Management
Pennsylvania
$464K
FMII
711
Farmers & Merchants Investments Inc
Nebraska
$461K
GI
712
GAMCO Investors
Connecticut
$460K
FMLI
713
Fukoku Mutual Life Insurance
Japan
$459K
CFA
714
CT Financial Advisors
Pennsylvania
$458K +$193 +1 +0%
SAM
715
Sentinel Asset Management
Vermont
$446K -$270K -1,400 -37%
LA
716
LVW Advisors
New York
$446K +$9.44K +49 +2%
TNB
717
Thomasville National Bank
Georgia
$444K -$2.89K -15 -0.6%
AI
718
Atria Investments
North Carolina
$442K +$2.12K +11 +0.5%
FT
719
Fiduciary Trust
Massachusetts
$439K -$9.63K -50 -2%
P
720
Pitcairn
Pennsylvania
$438K -$54.1K -281 -11%
SM
721
Stratton Management
Pennsylvania
$437K -$934K -4,850 -67%
CCC
722
Chelsea Counsel Company
California
$436K
MCM
723
Maple Capital Management
Vermont
$436K +$18.3K +95 +4%
JCM
724
Janney Capital Management
Pennsylvania
$434K +$45.8K +238 +11%
CIC
725
Carnegie Investment Counsel
Ohio
$432K -$20.2K -105 -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.