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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
AT
1001
Arden Trust
Delaware
$1.3K -$66.4K -345 -5%
AWS
1002
Aris Wealth Services
Pennsylvania
$1K -$32.7K -170 -97%
WBG
1003
Wharton Business Group
Pennsylvania
$973 -$221K -1,150 -18%
1GA
1004
1st Global Advisors
Texas
$787 -$770 -4 -0.1%
Fiera Capital (Canada)
1005
Fiera Capital (Canada)
Quebec, Canada
$368 +$381K +1,979 New
UB
1006
UMB Bank
Missouri
$360 -$9.63K -50 -3%
SCP
1007
Syntal Capital Partners
Texas
$23 -$319K -1,655 -93%
Adage Capital Partners
1008
Adage Capital Partners
Massachusetts
-$143M -704,222 Closed
PC
1009
PointState Capital
New York
-$92.3M -454,800 Closed
BCM
1010
Barometer Capital Management
Ontario, Canada
-$48.6M -239,600 Closed
ACM
1011
Aviance Capital Management
Florida
-$20.8M -102,656 Closed
BIC
1012
Beach Investment Counsel
Pennsylvania
-$14.5M -71,250 Closed
GIM
1013
Gyrus Investment Management
Ontario, Canada
-$9.99M -49,237 Closed
SCP
1014
Scoria Capital Partners
Connecticut
-$9.13M -45,000 Closed
HCM
1015
Horrell Capital Management
Arkansas
-$6.4M -31,553 Closed
HMC
1016
Harvard Management Company
Massachusetts
-$3.32M -16,380 Closed
WI
1017
WBI Investments
New Jersey
-$2.89M -14,248 Closed
HH
1018
HWG Holdings
Texas
-$2.46M -12,147 Closed
HMS
1019
Hanseatic Management Services
New Mexico
-$2.16M -10,622 Closed
MCM
1020
Matarin Capital Management
New York
-$1.84M -9,088 Closed
FAAM
1021
First Allied Asset Management
California
-$1.77M -8,788 Closed
LMAM
1022
Legg Mason Asset Management
Japan
-$1.71M -8,400 Closed
GMIM
1023
General Motors Investment Management
New York
-$1.06M -5,244 Closed
BIM
1024
Beach Investment Management
Pennsylvania
-$1.04M -5,110 Closed
SM
1025
Scoggin Management
New York
-$934K -4,600 Closed

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.