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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
RFA
276
Reilly Financial Advisors
California
$12.8M +$230K +612 +2%
Brown Advisory
277
Brown Advisory
Maryland
$12.8M +$1.76M +4,681 +17%
RC
278
RBO & Co
California
$12.8M -$495K -1,315 -4%
CIC
279
Carnegie Investment Counsel
Ohio
$12.8M -$665K -1,767 -5%
GIM
280
Goelzer Investment Management
Indiana
$12.6M +$49.3K +131 +0.4%
OC
281
Oppenheimer & Co
New York
$12.5M +$355K +945 +3%
FNF
282
Fidelity National Financial
Florida
$12.4M
GHA
283
GW Henssler & Associates
Georgia
$12.4M +$71.5K +190 +0.6%
Mirae Asset Global Investments
284
Mirae Asset Global Investments
South Korea
$12.4M -$660K -1,754 -5%
GI
285
Gradient Investments
Minnesota
$12.4M -$510K -1,355 -4%
BC
286
Bartlett & Co
Ohio
$12.3M +$9.07M +24,130 +322%
BCWM
287
Bartlett & Co Wealth Management
Ohio
$12.3M +$9.07M +24,130 +322%
LNC
288
Lincoln National Corp
Pennsylvania
$12.3M -$756K -2,009 -6%
CIBC Private Wealth Group
289
CIBC Private Wealth Group
Georgia
$12.3M +$838K +2,228 +8%
FLII
290
First Long Island Investors
New York
$12.3M +$3.39M +9,013 +40%
WCMN
291
Westchester Capital Management (Nebraska)
Nebraska
$12.2M -$103K -274 -0.9%
OAC
292
OMERS Administration Corp
Ontario, Canada
$12.2M +$2.11M +5,600 +22%
EGA
293
Eagle Global Advisors
Texas
$12.2M -$72.2K -192 -0.6%
GIM
294
Grassi Investment Management
California
$12.1M +$35.7K +95 +0.3%
TCM
295
Tufton Capital Management
Maryland
$12M -$198K -527 -2%
CAPTRUST Financial Advisors
296
CAPTRUST Financial Advisors
North Carolina
$12M -$174K -462 -1%
TU
297
TDAM USA
Ontario, Canada
$12M -$2.21M -5,866 -16%
OAM
298
Origin Asset Management
United Kingdom
$11.9M +$11.5M +30,500 New
CCA
299
Catalyst Capital Advisors
New York
$11.7M +$11.3M +30,000 New
WBC
300
Westpac Banking Corp
Australia
$11.6M -$277K -737 -2%

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.