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Lockheed Martin

1,687 hedge funds and large institutions have $86.4B invested in Lockheed Martin in 2019 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 728 increasing their positions, 572 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 61

27% more repeat investments, than reductions

Existing positions increased: 728 | Existing positions reduced: 572

12% more call options, than puts

Call options by funds: $916M | Put options by funds: $817M

10% more funds holding in top 10

Funds holding in top 10: 7077 (+7)

7% more capital invested

Capital invested by funds: $80.5B → $86.4B (+$5.93B)

4% more funds holding

Funds holding: 1,6171,687 (+70)

0.06% more ownership

Funds ownership: 78.4%78.46% (+0.06%)

Holders
1,687
Holders Change
+70
Holders Change %
+4.33%
% of All Funds
37%
Holding in Top 10
77
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10%
% of All Funds
1.69%
New
143
Increased
728
Reduced
572
Closed
61
Calls
$916M
Puts
$817M
Net Calls
+$99.1M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
251
First National Trust
Pennsylvania
$15.4M +$1.38M +3,679 +10%
SGAM
252
Smith Group Asset Management
Texas
$15.1M +$3.05M +8,114 +27%
SFA
253
Spectrum Financial Alliance
Kentucky
$15.1M +$16.9K +45 +0.1%
CIP
254
Chartwell Investment Partners
Pennsylvania
$14.8M +$39.9K +106 +0.3%
CIC
255
Canal Insurance Company
South Carolina
$14.7M -$7.52M -20,000 -35%
OAM
256
Oppenheimer Asset Management
New York
$14.6M -$253K -672 -2%
BSA
257
Braun Stacey Associates
New York
$14.5M +$680K +1,808 +5%
Wolverine Trading
258
Wolverine Trading
Illinois
$14.5M +$1.48M +3,945 +12%
Rockefeller Capital Management
259
Rockefeller Capital Management
New York
$14.5M +$4.06M +10,792 +41%
Voloridge Investment Management
260
Voloridge Investment Management
Florida
$14.4M +$13.8M +36,822 New
SAM
261
Strategy Asset Managers
California
$14.4M -$474K -1,260 -3%
MLL
262
Moody Lynn & Lieberson
Massachusetts
$14.3M -$192K -510 -1%
PIA
263
Piedmont Investment Advisors
North Carolina
$14.1M +$5.44M +14,464 +66%
MSA
264
Mason Street Advisors
Wisconsin
$13.8M +$131K +348 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
265
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$13.7M -$9.85M -26,193 -43%
CIC
266
Chilton Investment Company
Connecticut
$13.7M +$231K +613 +2%
PA
267
Pinnacle Associates
New York
$13.6M +$523K +1,390 +4%
HJGA
268
Hardman Johnston Global Advisors
Connecticut
$13.4M +$2.31M +6,130 +22%
MAM
269
Mastrapasqua Asset Management
Tennessee
$13.2M +$4.84M +12,882 +61%
MSR
270
Main Street Research
Connecticut
$13.2M +$12.7M +33,760 New
WB
271
WesBanco Bank
West Virginia
$13.1M -$562K -1,495 -4%
HTC
272
Haverford Trust Company
Pennsylvania
$13.1M +$46.3K +123 +0.4%
ELC
273
Edgar Lomax Company
Virginia
$13.1M -$150K -400 -1%
SIA
274
Sit Investment Associates
Minnesota
$12.9M -$5.52M -14,680 -31%
CAI
275
Capital Advisors Inc
Oklahoma
$12.8M

LMT Hedge Fund Activity: Q3 2019 in Review

1,687 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q3 2019, worth a combined $86.4B — up 7.4% from $80.5B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new LMT positions and 61 closed out — a net gain of 82 holders — while 728 added to existing stakes and 572 trimmed.

The largest buyer was Capital International Investors, adding an estimated $254M. The largest seller was Capital Research Global Investors, cutting an estimated $444M.

  • 1,687 institutional investors held Lockheed Martin (LMT) as of Q3 2019, up from 1,617 in Q2 2019.
  • Funds reported $86.4B of Lockheed Martin stock for Q3 2019, up 7.4% quarter-over-quarter.
  • 143 funds opened new Lockheed Martin positions in Q3 2019 and 61 closed out, a net change of +82 holders.
  • The largest Lockheed Martin buyer in Q3 2019 was Capital International Investors, an estimated $254M added.
  • The largest Lockheed Martin seller in Q3 2019 was Capital Research Global Investors, an estimated $444M sold.

Based on aggregated 13F filings for Q3 2019.