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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
AA
926
Apriem Advisors
California
$48K -$34.7K -180 -41%
GWS
927
Glassman Wealth Services
Virginia
$48K +$193 +1 +0.4%
BCI
928
Brinker Capital Investments
Pennsylvania
$46K
FAM
929
Formidable Asset Management
Ohio
$46K
HCM
930
Highlander Capital Management
New Jersey
$46K
SFU
931
Stonehage Fleming (UK)
United Kingdom
$46K
FNBSF
932
First National Bank Sioux Falls
South Dakota
$45K
MUS
933
Mitsubishi UFJ Securities
Japan
$45K +$1.93K +10 +4%
FWM
934
Focused Wealth Management
New York
$43K -$9.63K -50 -18%
CP
935
Corbenic Partners
Pennsylvania
$42K
TSW
936
Thompson Siegel & Walmsley
Virginia
$40K
SFFS
937
Stonehage Fleming Financial Services
Jersey
$39K -$88.2K -458 -69%
SEC
938
Seven Eight Capital
New York
$38K +$39.9K +207 New
BCM
939
Blume Capital Management
California
$37K
CBT
940
Central Bank & Trust
Kentucky
$37K
KCPG
941
Kavar Capital Partners Group
Kansas
$37K +$38.5K +200 New
FPFS
942
First Personal Financial Services
North Carolina
$35K
Point72 Asset Management
943
Point72 Asset Management
Connecticut
$32K -$16.4M -85,030 -100%
UFA
944
US Financial Advisors
Massachusetts
$29K -$39.1K -203 -57%
SC
945
Searle & Co
Connecticut
$29K
PFG
946
Piershale Financial Group
Illinois
$29K +$14.8K +77 +100%
VIA
947
Vident Investment Advisory
Georgia
$29K +$30K +156 New
NCMG
948
NCM Capital Management Group
North Carolina
$28K
PIM
949
Parasol Investment Management
Illinois
$28K
SNT
950
Security National Trust
West Virginia
$27K

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.