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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
FTIOP
526
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.21M +$5.64K +15 +0.1%
CIS
527
Connors Investor Services
Pennsylvania
$4.18M -$923K -2,454 -19%
TI
528
Trexquant Investment
Connecticut
$4.16M +$3.35M +8,895 +503%
CC
529
Cadinha & Co
Hawaii
$4.12M -$168K -447 -4%
CFB
530
Cullen/Frost Bankers
Texas
$4.11M -$167K -443 -4%
AAS
531
Avantax Advisory Services
Texas
$4.1M +$320K +850 +9%
BIM
532
Bridges Investment Management
Nebraska
$4.1M +$431K +1,145 +12%
PFS
533
Prospera Financial Services
Texas
$4.1M +$33.5K +89 +0.9%
IFAM
534
Institutional & Family Asset Management
Colorado
$4.08M -$205K -545 -5%
AF
535
Alerus Financial
North Dakota
$4.06M +$1.58M +4,199 +68%
OPTFSNA
536
Old Point Trust & Financial Services N A
Virginia
$4.04M +$84.6K +225 +2%
JWM
537
Jackson Wealth Management
Florida
$4.03M +$3.92M +10,415 New
MCIM
538
Meadow Creek Investment Management
Georgia
$4.01M +$1.61M +4,272 +71%
MIAN
539
Mariner Independent Advisor Network
Kansas
$4.01M +$3.89M +10,344 New
SMFG
540
Sumitomo Mitsui Financial Group
Japan
$3.99M +$257K +684 +7%
SWM
541
SVA Wealth Management
Wisconsin
$3.98M -$8.27K -22 -0.2%
TC
542
Telemus Capital
Michigan
$3.96M +$3.01K +8 +0.1%
SDIC
543
South Dakota Investment Council
South Dakota
$3.95M +$275K +730 +8%
MCM
544
McMillion Capital Management
North Carolina
$3.94M -$64.7K -172 -2%
CAM
545
Chesapeake Asset Management
New York
$3.93M -$278K -738 -7%
FA
546
FDx Advisors
Illinois
$3.92M +$465K +1,236 +14%
CICI
547
Capital Investment Counsel Inc
North Carolina
$3.92M
BIAS
548
Beacon Investment Advisory Services
New Jersey
$3.92M +$639K +1,698 +20%
CCM
549
Cadence Capital Management
Massachusetts
$3.9M +$28.2K +75 +0.8%
KFBMI
550
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.9M

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.