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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
ACI
126
AMP Capital Investors
Australia
$34.9M -$1.36M -7,043 -4%
ZIM
127
Zacks Investment Management
Illinois
$34.9M -$471K -2,447 -1%
Mackenzie Financial
128
Mackenzie Financial
Ontario, Canada
$34.9M +$253K +1,313 +0.7%
SM
129
Seminole Management
New York
$34.8M +$36.1M +187,291 New
VOYA Investment Management
130
VOYA Investment Management
Georgia
$34.4M -$9.63K -50 -0%
LPL Financial
131
LPL Financial
California
$33M +$1.99M +10,325 +6%
WG
132
Winton Group
United Kingdom
$32.5M +$24.7M +128,114 +275%
State of Tennessee, Department of Treasury
133
State of Tennessee, Department of Treasury
Tennessee
$32.3M -$25.9M -134,590 -44%
PRCM
134
Pine River Capital Management
Minnesota
$32.1M +$25.6M +132,883 +332%
SO
135
STRS Ohio
Ohio
$31.4M +$240K +1,245 +0.7%
Jacobs Levy Equity Management
136
Jacobs Levy Equity Management
New Jersey
$31.3M +$1.38M +7,160 +4%
GH
137
GAM Holding
Switzerland
$30.3M +$1.62M +8,417 +5%
First Trust Advisors
138
First Trust Advisors
Illinois
$30.1M -$5.8M -30,094 -16%
MLICM
139
Metropolitan Life Insurance Company (MetLife)
New York
$29M -$583K -3,027 -2%
PAM
140
Panagora Asset Management
Massachusetts
$29M -$16.6M -86,296 -36%
Korea Investment Corp
141
Korea Investment Corp
South Korea
$28.9M -$2.5M -13,000 -8%
Credit Agricole
142
Credit Agricole
France
$28.4M +$812K +4,215 +3%
CI
143
Conning Inc
Connecticut
$28M -$2.03M -10,561 -7%
TBC
144
Tweedy, Browne Co
Connecticut
$27.9M
JMPWA
145
JP Morgan Private Wealth Advisors
California
$27.6M +$2.04M +10,601 +8%
HSBC Holdings
146
HSBC Holdings
United Kingdom
$27.1M -$25.1M -130,379 -47%
GKIM
147
GW&K Investment Management
Massachusetts
$24.7M -$6.04M -31,349 -19%
PHAM
148
Pacific Heights Asset Management
California
$24.7M
AA
149
ALPS Advisors
Colorado
$24.4M +$2.16M +11,237 +9%
MCM
150
Marsico Capital Management
Colorado
$23.9M -$115M -595,963 -82%

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.