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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
FFSOTS
501
Fiduciary Financial Services of The Southwest
Texas
$4.67M +$12.4K +33 +0.3%
PI
502
PFS Investments
Georgia
$4.65M +$1.35M +3,597 +43%
EB
503
Eastern Bank
Massachusetts
$4.62M +$68.4K +182 +2%
TCM
504
Twin Capital Management
Pennsylvania
$4.62M +$4.45M +11,843 New
KWM
505
Kingsview Wealth Management
Oregon
$4.62M +$311K +827 +8%
FLPIM
506
F.L. Putnam Investment Management
Massachusetts
$4.54M +$3.69M +9,802 +534%
TA
507
Townsend & Associates
Colorado
$4.54M -$83.5K -222 -2%
Rafferty Asset Management
508
Rafferty Asset Management
New York
$4.54M +$1.52M +4,033 +53%
GIA
509
Granite Investment Advisors
New Hampshire
$4.51M +$32K +85 +0.7%
LBD
510
Landsberg Bennett & Dubbaneh
Florida
$4.5M -$71.1K -189 -2%
FMBTD
511
First Midwest Bank Trust Division
Illinois
$4.48M +$44.8K +119 +1%
SAM
512
Smithbridge Asset Management
Pennsylvania
$4.41M +$35.7K +95 +0.8%
SCA
513
Snowden Capital Advisors
New York
$4.4M +$135K +359 +3%
GIP
514
Granite Investment Partners
California
$4.39M +$241K +642 +6%
JWM
515
Jupiter Wealth Management
Colorado
$4.39M -$25.9K -69 -0.6%
Wealthfront Advisers
516
Wealthfront Advisers
California
$4.38M +$265K +705 +7%
AMM
517
American Money Management
California
$4.37M -$264K -701 -6%
CIP
518
Convergence Investment Partners
Florida
$4.35M -$371K -987 -8%
BA
519
Birinyi Associates
Connecticut
$4.32M -$94K -250 -2%
MA
520
Montag & Associates
Georgia
$4.3M
ECM
521
Element Capital Management
New York
$4.3M +$1.69M +4,492 +69%
BOTW
522
Bank of the West
California
$4.24M -$772K -2,054 -16%
NB
523
NBT Bank
New York
$4.23M -$85K -226 -2%
OSIA
524
O'Shares Investment Advisers
Massachusetts
$4.23M -$2.3M -6,116 -36%
MAFM
525
Mid Atlantic Financial Management
Pennsylvania
$4.22M +$144K +383 +4%

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.