We are live on ! Find out more
LMT icon

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
VIA
901
Vantage Investment Advisors
Pennsylvania
$104K -$85.5K -444 -44%
PMFA
902
Plante Moran Financial Advisors
Michigan
$104K
1832 Asset Management
903
1832 Asset Management
Ontario, Canada
$102K
SSB
904
Sandy Spring Bank
Maryland
$101K +$12.1K +63 +13%
CPA
905
Cowen Prime Advisors
New York
$93K
SAC
906
Smith Affiliated Capital
New York
$93K
PG
907
Patten Group
Tennessee
$93K +$96.3K +500 New
FHA
908
First Horizon Advisors
Tennessee
$89K +$2.7K +14 +3%
AIM
909
Advantage Investment Management
Iowa
$86K -$50.5K -262 -36%
BWA
910
Burt Wealth Advisors
Maryland
$76K
PO
911
Private Ocean
California
$72K
DBT
912
Dubuque Bank & Trust
Iowa
$68K +$70.3K +365 New
FCT
913
Family Capital Trust
Massachusetts
$64K
VFA
914
Virtus Fund Advisers
Connecticut
$63K
GAM
915
Gemmer Asset Management
California
$60K
Manulife (Manufacturers Life Insurance)
916
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59.8K -$17M -88,032 -21%
AF
917
Allworth Financial
California
$58K
HCMT
918
Highland Capital Management (Tennessee)
Tennessee
$57K +$58.7K +305 New
LFR
919
Lehman Financial Resources
Pennsylvania
$55K
CFG
920
CKW Financial Group
Hawaii
$55K +$6.74K +35 +14%
S
921
SignatureFD
Georgia
$55K +$9.82K +51 +21%
DAM
922
Delta Asset Management
Tennessee
$54K
CFA
923
Carroll Financial Associates
North Carolina
$53K +$46.6K +242 +538%
JWA
924
JFS Wealth Advisors
Pennsylvania
$52K -$2.31K -12 -4%
OSNBOA
925
Old Second National Bank of Aurora
Illinois
$52K

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.