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
State Street
1
State Street
Massachusetts
$9.83B -$176M -912,194 -2%
Capital World Investors
2
Capital World Investors
California
$5.27B -$267M -1,384,300 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.23B +$19.2M +99,759 +0.6%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.93B +$368M +1,910,234 +23%
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.83B +$106M +550,000 +6%
BIT
6
BlackRock Institutional Trust
California
$1.29B -$65.2M -338,397 -5%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1.17B -$178M -921,891 -13%
BFA
8
BlackRock Fund Advisors
California
$1.1B -$38.6M -200,669 -3%
Capital International Investors
9
Capital International Investors
California
$840M +$91.9M +477,100 +12%
Franklin Resources
10
Franklin Resources
California
$839M -$177K -921 -0%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$735M -$73.2M -380,354 -9%
Bank of America
12
Bank of America
North Carolina
$728M +$10.8M +55,865 +1%
Northern Trust
13
Northern Trust
Illinois
$714M +$5.5M +28,548 +0.7%
Boston Partners
14
Boston Partners
Massachusetts
$520M -$78.1M -405,430 -13%
Caisse de Depot et Placement du Quebec (CDPQ)
15
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$503M -$27.4M -142,400 -5%
First Eagle Investment Management
16
First Eagle Investment Management
New York
$499M -$7.02M -36,478 -1%
Ameriprise
17
Ameriprise
Minnesota
$480M -$128M -662,835 -20%
Wells Fargo
18
Wells Fargo
California
$463M +$133M +688,203 +38%
JHIU
19
Janus Henderson Investors US
Colorado
$457M +$19M +98,446 +4%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$396M +$4.67M +24,236 +1%
MAA
21
Managed Account Advisors
New Jersey
$389M -$35M -181,836 -8%
BA
22
BlackRock Advisors
Delaware
$368M -$57.6M -298,894 -13%
AIG
23
American International Group
New York
$338M +$16.3M +84,738 +5%
BG
24
BlackRock Group
United Kingdom
$325M +$9.24M +47,988 +3%
Morgan Stanley
25
Morgan Stanley
New York
$315M -$3.47M -18,021 -1%

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.