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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
CIA
301
CCM Investment Advisers
South Carolina
$11.6M -$63.2K -168 -0.6%
BCP
302
Blue Chip Partners
Michigan
$11.5M +$82K +218 +0.7%
AP
303
Appleton Partners
Massachusetts
$11.5M +$4.89K +13 +0%
AAMU
304
Amundi Asset Management US
Massachusetts
$11.5M +$1.25M +3,328 +13%
NP
305
NS Partners
United Kingdom
$11.5M +$123K +327 +1%
SAM
306
Shell Asset Management
Netherlands
$11.5M +$1.39M +3,690 +14%
VV
307
Verity & Verity
South Carolina
$11.4M +$208K +553 +2%
RJT
308
Raymond James Trust
Florida
$11.3M +$140K +373 +1%
FCI
309
Financial Counselors Inc
Kansas
$11.3M +$402K +1,070 +4%
BCM
310
Barometer Capital Management
Ontario, Canada
$11M +$10.6M +28,225 New
SG Americas Securities
311
SG Americas Securities
New York
$10.8M -$3.1M -8,239 -23%
TAM
312
Tocqueville Asset Management
New York
$10.8M +$50.8K +135 +0.5%
AC
313
Alley Company
Illinois
$10.8M +$3.38K +9 +0%
HIMCH
314
Hartford Investment Management Co (HIMCO)
Connecticut
$10.6M -$49.6K -132 -0.5%
GH
315
GAM Holding
Switzerland
$10.6M -$1.85M -4,911 -15%
ACP
316
Ashfield Capital Partners
California
$10.6M -$181K -482 -2%
II
317
IFM Investors
Australia
$10.6M +$3.89M +10,345 +62%
CIBC Asset Management
318
CIBC Asset Management
Ontario, Canada
$10.5M +$255K +679 +3%
Pacer Advisors
319
Pacer Advisors
Pennsylvania
$10.5M +$1.24M +3,299 +14%
HIMC
320
Heritage Investors Management Corp
Maryland
$10.5M -$267K -710 -3%
GT
321
Glenview Trust
Kentucky
$10.4M +$663K +1,764 +7%
Daiwa Securities Group
322
Daiwa Securities Group
Japan
$10.3M +$3.02M +8,027 +43%
LIM
323
Leavell Investment Management
Alabama
$10.3M +$42.1K +112 +0.4%
SCA
324
Stillwater Capital Advisors
Pennsylvania
$10.3M +$43.6K +116 +0.4%
MAM
325
Majedie Asset Management
United Kingdom
$10.3M -$1.77M -4,714 -15%

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.