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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
ITIM
826
Indiana Trust & Investment Management
Indiana
$250K
BFEC
827
Benjamin F. Edwards & Company
Missouri
$249K +$33.3K +173 +15%
EWA
828
EP Wealth Advisors
California
$247K +$6.74K +35 +3%
SC
829
Savant Capital
Illinois
$247K +$29.7K +154 +13%
FCH
830
Freestone Capital Holdings
Washington
$245K +$254K +1,320 New
FFC
831
First Financial Corp
Indiana
$242K -$38.5K -200 -13%
CPS
832
Counsel Portfolio Services
Ontario, Canada
$242K
MM
833
Meridian Management
Arkansas
$242K
SRAM
834
Stone Ridge Asset Management
New York
$242K
MHC
835
Meyer Handelman Company
New York
$242K +$250K +1,300 New
JWBC
836
J.W. Burns & Co
New York
$241K -$48.7K -253 -16%
FNB
837
Farmers National Bank
Kentucky
$241K
HSA
838
HBK Sorce Advisory
Pennsylvania
$241K +$193 +1 +0.1%
CFA
839
Camarda Financial Advisors
Florida
$240K -$219K -1,138 -47%
CFMC
840
Curbstone Financial Management Corp
New Hampshire
$240K -$26.4K -137 -10%
LJAC
841
L.J. Altfest & Co
New York
$239K -$26.2K -136 -10%
MCM
842
MV Capital Management
Maryland
$237K +$16.2K +84 +7%
QCG
843
Quadrant Capital Group
Ohio
$232K +$242K +1,258 New
DMC
844
Drexel Morgan & Co
Pennsylvania
$228K -$110K -570 -32%
BMCMI
845
Bryn Mawr Capital Management Inc
Pennsylvania
$228K +$236K +1,226 New
FWP
846
FAS Wealth Partners
Kansas
$228K +$236K +1,227 New
WAM
847
Weatherly Asset Management
California
$225K
GCAC
848
Guardian Capital Advisors (Canada)
Ontario, Canada
$224K
TSWM
849
Triangle Securities Wealth Management
North Carolina
$223K -$3.85K -20 -2%
DSC
850
Duncker Streett & Co
Missouri
$223K

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.