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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
IA
451
Icon Advisers
Colorado
$5.79M -$150K -400 -3%
BAM
452
Bruderman Asset Management
New York
$5.79M -$795K -2,113 -12%
BFEC
453
Benjamin F. Edwards & Company
Missouri
$5.74M -$76K -202 -1%
HI
454
Horizon Investments
North Carolina
$5.69M +$4.06M +10,809 +286%
BL
455
BCWM LLC
Kansas
$5.67M -$86.9K -231 -2%
MYAM
456
Meiji Yasuda Asset Management
Japan
$5.65M -$143K -380 -3%
AFG
457
Albion Financial Group
Utah
$5.65M -$121K -321 -2%
SC
458
Schulhoff & Co
Ohio
$5.65M +$45.9K +122 +0.8%
RCP
459
Rothschild Capital Partners
New York
$5.64M
NAM
460
North American Management
Massachusetts
$5.54M +$124K +329 +2%
NA
461
Neuburgh Advisers
California
$5.52M +$2.21M +5,874 +71%
CAM
462
Cypress Asset Management
Texas
$5.51M -$120K -320 -2%
CIM
463
Cambria Investment Management
California
$5.47M -$76.7K -204 -1%
M
464
MOTCO
Texas
$5.46M +$341K +907 +7%
NLGIA
465
Nippon Life Global Investors Americas
New York
$5.45M -$590K -1,570 -10%
N
466
Natixis
France
$5.43M +$5.24M +13,928 New
CIC
467
Chase Investment Counsel
Virginia
$5.43M -$255K -677 -5%
DC
468
Davenport & Co
Virginia
$5.41M -$18.8K -50 -0.3%
CWA
469
Clarus Wealth Advisors
Arizona
$5.35M +$921K +2,449 +22%
GAMA
470
Graticule Asia Macro Advisors
New York
$5.32M +$5.13M +13,650 New
CNBT
471
Canandaigua National Bank & Trust
New York
$5.31M -$79.4K -211 -2%
SWP
472
Stratos Wealth Partners
Ohio
$5.31M -$68.1K -181 -1%
Mercer Global Advisors
473
Mercer Global Advisors
Colorado
$5.23M -$42.1K -112 -0.8%
OI
474
Oakbrook Investments
Illinois
$5.21M -$479K -1,275 -9%
WS
475
Wedbush Securities
California
$5.17M +$706K +1,877 +16%

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.