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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
BCM
426
Birmingham Capital Management
Alabama
$6.38M
DWM
427
Destination Wealth Management
California
$6.33M -$112K -297 -2%
WFG
428
Wills Financial Group
Virginia
$6.3M +$3.38K +9 +0.1%
MME
429
Meag Munich Ergo
Germany
$6.29M +$2.54M +6,766 +71%
WAM
430
World Asset Management
Michigan
$6.29M +$89.9K +239 +2%
DY
431
Dowling & Yahnke
California
$6.29M +$205K +545 +3%
PCA
432
Private Capital Advisors
Connecticut
$6.29M -$34.2K -91 -0.6%
SPC
433
Sigma Planning Corp
Michigan
$6.26M +$169K +450 +3%
VCM
434
Vision Capital Management
Oregon
$6.25M -$42.9K -114 -0.7%
VCM
435
Voleon Capital Management
California
$6.24M -$39.1M -104,000 -87%
BC
436
Brinker Capital
Pennsylvania
$6.24M -$100K -266 -2%
CSIC
437
Clifford Swan Investment Counsel
California
$6.23M -$179K -475 -3%
COPPSERS
438
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.21M +$561K +1,493 +10%
NIM
439
Northeast Investment Management
Massachusetts
$6.08M +$90.3K +240 +2%
WCM
440
Wisconsin Capital Management
Wisconsin
$6.07M +$1.76M +4,685 +43%
IG
441
ING Group
Netherlands
$6.05M -$7.99M -21,255 -58%
MWP
442
MYCIO Wealth Partners
Pennsylvania
$6.04M +$3.04M +8,082 +109%
NEAM
443
New England Asset Management
Connecticut
$6.03M -$18.8K -50 -0.3%
KeyBank National Association
444
KeyBank National Association
Ohio
$5.97M -$155K -412 -3%
RCM
445
Riverhead Capital Management
Delaware
$5.94M +$2.16M +5,740 +60%
SIM
446
Sentry Investment Management
Wisconsin
$5.94M
EWA
447
Exencial Wealth Advisors
Oklahoma
$5.93M -$233K -620 -4%
SCP
448
Silverleafe Capital Partners
Tennessee
$5.9M -$752 -2 -0%
ATC
449
Argent Trust Co
Tennessee
$5.82M +$257K +684 +5%
WIS
450
Wright Investors Service
Connecticut
$5.82M +$608K +1,616 +12%

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.