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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
HR
951
Howe & Rusling
New York
$27K +$3.47K +18 +14%
WEC
952
Winslow Evans & Crocker
Massachusetts
$26.6K +$8.47K +44 +44%
RAM
953
Riggs Asset Management
Pennsylvania
$25K
AWM
954
Avior Wealth Management
Nebraska
$24K +$25K +130 New
EDRH
955
Edmond de Rothschild Holding
Switzerland
$24K +$25K +130 New
EDRS
956
Edmond de Rothschild (Suisse)
Switzerland
$24K +$25K +130 New
PIA
957
Peachtree Investment Advisors
Georgia
$23K
IMS
958
Index Management Solutions
Pennsylvania
$23K +$10.8K +56 +84%
TRCT
959
Tower Research Capital (TRC)
New York
$22K -$354K -1,836 -94%
Walleye Trading
960
Walleye Trading
New York
$22K +$22.7K +118 New
MPWT
961
MassMutual Private Wealth & Trust
Connecticut
$21.1K -$1.51M -7,820 -98%
LWA
962
Lowe Wealth Advisors
Maryland
$21K
WP
963
WealthPLAN Partners
Nebraska
$21K +$21.6K +112 New
TC
964
Trust Company
Kansas
$19K -$9.63K -50 -33%
FQ
965
First Quadrant
California
$19K
MCA
966
Mercer Capital Advisers
New Jersey
$19K
M
967
MOTCO
Texas
$19K
HA
968
Harfst & Associates
Wyoming
$19K +$19.3K +100 New
TDC
969
Thompson Davis & Co
Virginia
$18K -$12.1K -63 -40%
SFWA
970
Summit Financial Wealth Advisors
Louisiana
$17K
HFM
971
Hartford Financial Management
Connecticut
$15K +$16.2K +84 New
PAI
972
Pittenger & Anderson Inc
Nebraska
$14K
KT
973
Kanaly Trust
Texas
$14K +$2.5K +13 +21%
MIM
974
Macroview Investment Management
Maryland
$12K
RA
975
Rational Advisors
New York
$12K

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.