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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
DOA
726
D'Orazio & Associates
Virginia
$432K
FFA
727
First Foundation Advisors
California
$431K +$210K +1,092 +89%
ASN
728
Advisory Services Network
Georgia
$428K -$176K -912 -29%
MSU
729
Maple Securities USA
New Jersey
$427K +$442K +2,296 New
FNB
730
First Niagara Bank
New York
$426K -$26.4K -137 -6%
ICAS
731
Investors Capital Advisory Services
Massachusetts
$421K -$4.81K -25 -1%
DP
732
Dearborn Partners
Illinois
$420K -$280K -1,453 -39%
IB
733
Intrust Bank
Kansas
$419K -$10.2K -53 -2%
SI
734
SII Investments
Wisconsin
$416K +$51.2K +266 +14%
BB
735
Busey Bank
Illinois
$413K -$24.1K -125 -5%
PTC
736
Private Trust Company
Ohio
$406K +$161K +837 +62%
IH
737
IFC Holdings
Florida
$395K +$69.7K +362 +21%
BT
738
Beacon Trust
New Jersey
$393K -$4.43K -23 -1%
FIM
739
Freedom Investment Management
Connecticut
$392K +$66.2K +344 +20%
IT
740
Independence Trust
Tennessee
$391K +$93.2K +484 +30%
CO
741
Caldwell & Orkin
Georgia
$390K -$1.21M -6,300 -75%
SFSIG
742
San Francisco Sentry Investment Group
California
$387K -$65.5K -340 -14%
PNC
743
Park National Corp
Ohio
$385K +$193 +1 +0%
VFA
744
Voya Financial Advisors
Connecticut
$385K +$37.5K +195 +10%
BST
745
Bath Savings Trust
Maine
$384K
Koshinski Asset Management
746
Koshinski Asset Management
Illinois
$382K +$27.2K +141 +7%
JIC
747
Joel Isaacson & Co
New York
$378K +$36.2K +188 +10%
FNBTCON
748
First National Bank & Trust Co of Newtown
Pennsylvania
$375K
VFS
749
VSR Financial Services
Kansas
$374K -$53.7K -279 -12%
PSI
750
Pinnacle Summer Investments
Virginia
$374K -$25.6K -133 -6%

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.