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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
BC
376
Burney Company
Virginia
$8.06M -$497K -1,322 -6%
GC
377
Gratus Capital
Georgia
$8.06M +$95.9K +255 +1%
SCM
378
Sterling Capital Management
North Carolina
$7.95M +$6.19M +16,452 +419%
William Blair & Company
379
William Blair & Company
Illinois
$7.93M +$108K +286 +1%
FAAS
380
First Allied Advisory Services
California
$7.79M -$372K -988 -5%
DADC
381
D.A. Davidson & Co
Montana
$7.75M -$50.8K -135 -0.7%
SC
382
Scotia Capital
Ontario, Canada
$7.74M +$1.43M +3,809 +24%
SIM
383
Sonora Investment Management
Arizona
$7.69M +$293K +780 +4%
ARTA
384
A.R.T. Advisors
New York
$7.64M +$2.44M +6,500 +50%
BWP
385
Baldwin Wealth Partners
Massachusetts
$7.64M +$394K +1,048 +6%
AWM
386
AE Wealth Management
Kansas
$7.63M +$847K +2,252 +13%
AI
387
Atria Investments
North Carolina
$7.62M +$1.22M +3,246 +20%
LW
388
Linscomb Wealth
Texas
$7.54M +$151K +401 +2%
BFS
389
Bradley Foster & Sargent
Connecticut
$7.53M -$49.6K -132 -0.7%
NAM
390
Nissay Asset Management
Japan
$7.53M +$393K +1,046 +6%
CA
391
Cetera Advisors
Colorado
$7.52M -$980K -2,605 -12%
RIM
392
Redpoint Investment Management
Australia
$7.42M +$352K +936 +5%
NMERB
393
New Mexico Educational Retirement Board
New Mexico
$7.41M -$414K -1,100 -5%
OWD
394
Osborn Williams & Donohoe
Ohio
$7.38M +$200K +532 +3%
MC
395
Muhlenkamp & Co
Pennsylvania
$7.37M +$7.1M +18,888 New
NCM
396
Narwhal Capital Management
Georgia
$7.34M +$269K +715 +4%
IWA
397
IBEX Wealth Advisors
New Jersey
$7.31M +$1.5M +3,985 +27%
WSCM
398
Wellington Shields Capital Management
New York
$7.26M -$75.2K -200 -1%
CBTWT
399
Community Bank & Trust (Waco, Texas)
Texas
$7.25M -$63.9K -170 -0.9%
CTC
400
Central Trust Company
Missouri
$7.21M -$7.52K -20 -0.1%

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.