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
Calamos Advisors
76
Calamos Advisors
Illinois
$77.5M -$256K -1,327 -0.3%
BG
77
Bahl & Gaynor
Ohio
$76.2M +$897K +4,657 +1%
Citadel Advisors
78
Citadel Advisors
Florida
$75.9M +$6.82M +35,428 +10%
Barclays
79
Barclays
United Kingdom
$75.8M +$15.2M +79,050 +24%
EAM
80
Edge Asset Management
Washington
$75.4M +$790K +4,102 +1%
AIM
81
abrdn Investment Management
United Kingdom
$73.9M +$25.6K +133 +0%
APG Asset Management
82
APG Asset Management
Netherlands
$73.1M +$9.12M +47,364 +14%
Los Angeles Capital Management
83
Los Angeles Capital Management
California
$69.3M -$2.14M -11,119 -3%
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$67.4M -$13.8M -71,830 -17%
UBS Group
85
UBS Group
Switzerland
$67.3M -$4.7M -24,398 -6%
HIM
86
Hermes Investment Management
United Kingdom
$66.2M +$308K +1,600 +0.5%
FAM
87
Fred Alger Management
New York
$65.9M +$6.16M +32,001 +10%
GC
88
Guggenheim Capital
Illinois
$65.6M -$1.38M -7,167 -2%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$63M -$2.36M -12,280 -3%
AAMU
90
AEGON Asset Management (UK)
United Kingdom
$62.7M -$2.72M -14,116 -4%
RG
91
Rathbones Group
United Kingdom
$61.2M -$137K -714 -0.2%
BJ
92
BlackRock Japan
Japan
$61.1M +$3.08M +15,990 +5%
Janus Henderson Group
93
Janus Henderson Group
United Kingdom
$59M -$11.4M -59,050 -16%
SOMRS
94
State of Michigan Retirement System
Michigan
$58.3M +$38.5K +200 +0.1%
Stifel Financial
95
Stifel Financial
Missouri
$58.1M +$16.3M +84,667 +37%
Canada Life
96
Canada Life
Manitoba, Canada
$57.8M +$1.59M +8,245 +3%
GLA
97
Great Lakes Advisors
Illinois
$55.9M -$1.21M -6,264 -2%
RJA
98
Raymond James & Associates
Florida
$55.7M +$2.37M +12,291 +4%
CB
99
Commerce Bank
Missouri
$54.7M +$524K +2,720 +0.9%
USAA
100
United Services Automobile Association
Texas
$53.6M -$3.02M -15,673 -5%

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.