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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
MCWS
851
McKinley Carter Wealth Services
West Virginia
$222K +$35.2K +183 +18%
ACP
852
Ashfield Capital Partners
California
$221K -$2.12K -11 -0.9%
WTC
853
WhitTier Trust Company
Nevada
$220K +$103K +533 +82%
GLI
854
Guardian Life Insurance
New York
$218K
LPT
855
Legacy Private Trust
Wisconsin
$218K +$225K +1,171 New
TC
856
TradeLink Capital
Illinois
$217K +$225K +1,169 New
CB
857
Community Bank
New York
$217K
FNT
858
First National Trust
Pennsylvania
$217K +$225K +1,167 New
RWA
859
River Wealth Advisors
Pennsylvania
$216K -$33.9K -176 -13%
CL
860
Croft-Leominster
Maryland
$215K
PP
861
Patten & Patten
Tennessee
$215K
Westfield Capital Management
862
Westfield Capital Management
Massachusetts
$214K +$221K +1,150 New
PPSG
863
Princeton Portfolio Strategies Group
New Jersey
$212K +$220K +1,140 New
MCM
864
MAI Capital Management
Ohio
$210K -$14.4K -75 -6%
NDSI
865
Newman Dignan & Sheerar Inc
Rhode Island
$209K -$55.8K -290 -21%
CPSAC
866
Chas P. Smith & Associates (CPS)
Florida
$206K
WP
867
WMS Partners
Maryland
$205K +$22K +114 +12%
DCM
868
Dynamic Capital Management
Jersey
$204K +$212K +1,100 New
TNAM
869
Terra Nova Asset Management
New York
$203K
VanEck Associates
870
VanEck Associates
New York
$202K +$12.3K +64 +6%
FIG
871
Fusion Investment Group
Pennsylvania
$202K +$49.1K +255 +31%
CCFCSB
872
Cape Cod Five Cents Savings Bank
Massachusetts
$201K
KFA
873
Kays Financial Advisory
Georgia
$200K
AC
874
Alexandria Capital
Virginia
$199K
MA
875
MCF Advisors
Kentucky
$187K +$1.54K +8 +0.8%

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.