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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
PVH
976
Psagot Value Holdings
Israel
$11K -$193K -1,000 -94%
JFA
977
JNBA Financial Advisors
Minnesota
$11K
TFO
978
Tarbox Family Office
California
$11K
WAS
979
Winch Advisory Services
Wisconsin
$11K +$193 +1 +2%
LNB
980
Ledyard National Bank
$11K +$11.2K +58 New
LWCFA
981
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K
KA
982
Klingman & Associates
New York
$10K +$4.43K +23 +77%
TIM
983
Tortoise Investment Management
New York
$10K +$10.6K +55 New
TCM
984
Tradewinds Capital Management
Washington
$9K
CAL
985
Capital Advisors Ltd
Ohio
$9K +$9.63K +50 New
ANBT
986
American National Bank & Trust
Texas
$8K
GWA
987
Genesis Wealth Advisors
Massachusetts
$7.06K +$7.32K +38 New
CFSG
988
Community Financial Services Group
Vermont
$7K
QAM
989
QCI Asset Management
New York
$7K +$5.97K +31 +620%
HF
990
Hoxton Financial
West Virginia
$6K
RBC
991
Roble Belko & Company
Pennsylvania
$6K
RIA
992
Regal Investment Advisors
Michigan
$5K -$16.8K -87 -74%
CHP
993
Cable Hill Partners
Oregon
$5K -$11K -57 -70%
NSIM
994
North Star Investment Management
Illinois
$5K +$5.2K +27 New
PCTC
995
Perkins Coie Trust Company
Washington
$4K +$4.43K +23 New
N
996
Nuveen
North Carolina
$3.59K +$42.6K +221 +1%
LWA
997
Lenox Wealth Advisors
New York
$3K
GXMC
998
Global X Management Company
New York
$3K +$3.08K +16 New
FNBOO
999
First National Bank of Omaha
Nebraska
$2.23K
CAW
1000
Cornerstone Advisors (Washington)
Washington
$2K

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.