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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
NA
351
NewEdge Advisors
Louisiana
$9.2M +$4.43M +11,768 +96%
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$9.17M +$317K +842 +4%
AC
353
Allstate Corporation
Illinois
$9.12M -$57.9K -154 -0.7%
BSW
354
Buckingham Strategic Wealth
Missouri
$9.11M +$3.96M +10,517 +82%
NC
355
NBW Capital
Massachusetts
$9.08M -$379K -1,008 -4%
KIC
356
Keating Investment Counselors
Florida
$8.96M -$334K -887 -4%
OCAM
357
Onex Canada Asset Management
Ontario, Canada
$8.96M +$6.77M +17,990 +362%
CEP
358
Chicago Equity Partners
Illinois
$8.9M -$194K -515 -2%
JIR
359
James Investment Research
Ohio
$8.87M +$1.46M +3,893 +21%
KPCM
360
Kings Point Capital Management
New York
$8.86M +$81.2K +216 +1%
CAMG
361
CWA Asset Management Group
Florida
$8.84M +$243K +645 +3%
MA
362
MUFG Americas
New York
$8.81M -$65.4K -174 -0.8%
B
363
Barings
North Carolina
$8.59M -$678K -1,803 -8%
FCM
364
Flinton Capital Management
Pennsylvania
$8.53M +$3.41M +9,078 +71%
NIA
365
Northstar Investment Advisors
Colorado
$8.48M -$14.3K -38 -0.2%
PAG
366
Private Advisor Group
New Jersey
$8.44M +$1.44M +3,820 +21%
KIA
367
KCM Investment Advisors
California
$8.41M -$25.6K -68 -0.3%
GIBU
368
Gulf International Bank (UK)
United Kingdom
$8.4M +$94.4K +251 +1%
GCM
369
Grisanti Capital Management
New York
$8.37M -$63.6K -169 -0.8%
ASN
370
Advisory Services Network
Georgia
$8.36M
Squarepoint
371
Squarepoint
New York
$8.26M -$15.4M -40,890 -66%
ACI
372
AMP Capital Investors
Australia
$8.2M -$865K -2,301 -10%
CCM
373
Copeland Capital Management
Pennsylvania
$8.1M +$3.53M +9,376 +82%
QT
374
Quantbot Technologies
New York
$8.08M +$7.79M +20,709 New
IAA
375
Independent Advisor Alliance
North Carolina
$8.08M +$249K +661 +3%

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.