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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
KFC
476
Klingenstein Fields & Co
New York
$5.16M -$128K -340 -3%
QI
477
QS Investors
New York
$5.14M -$152K -405 -3%
GAM
478
Grandview Asset Management
Pennsylvania
$5.14M -$218K -580 -4%
ACS
479
Archford Capital Strategies
Illinois
$5.12M -$37.6K -100 -0.8%
CT
480
Chicago Trust
Illinois
$5.11M -$4.89K -13 -0.1%
GLAM
481
Gardner Lewis Asset Management
Pennsylvania
$5.08M +$229K +610 +5%
PIP
482
Peachtree Investment Partners
Florida
$5.06M -$31.6K -84 -0.6%
NI
483
Nepsis Inc
Minnesota
$5.06M -$83.5K -222 -2%
AF
484
Advisornet Financial
Minnesota
$5.05M -$161K -427 -3%
SCM
485
Sandler Capital Management
New York
$5.01M -$4.93M -13,110 -51%
SNB
486
Security National Bank
Nebraska
$5.01M +$113K +300 +2%
TCOV
487
Trust Company of Vermont
Vermont
$4.99M +$105K +278 +2%
KRS
488
Kentucky Retirement Systems
Kentucky
$4.97M +$484K +1,287 +11%
HWM
489
Holloway Wealth Management
Florida
$4.94M
IIM
490
Intact Investment Management
Quebec, Canada
$4.87M -$3.35M -8,900 -42%
WAS
491
Wesleyan Assurance Society
United Kingdom
$4.87M
ONB
492
Old National Bancorp
Indiana
$4.85M -$176K -469 -4%
AIA
493
Affinity Investment Advisors
California
$4.81M +$4.63M +12,322 New
DCM
494
Dupont Capital Management
Delaware
$4.73M +$3.36M +8,932 +279%
EWM
495
Executive Wealth Management
Michigan
$4.73M +$163K +433 +4%
FCMT
496
Founders Capital Management (Texas)
Texas
$4.72M +$28.2K +75 +0.6%
LSA
497
L & S Advisors
California
$4.71M -$3.6M -9,569 -44%
FNBOO
498
First National Bank of Omaha
Nebraska
$4.7M -$472K -1,256 -9%
SAM
499
Sompo Asset Management
Japan
$4.68M +$2.87M +7,620 +174%
LSERS
500
Louisiana State Employees Retirement System
Louisiana
$4.68M -$113K -300 -2%

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.