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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
UCMOK
726
United Capital Management of KS
Kansas
$2.07M +$124K +330 +7%
PK
727
Pflug Koory
Nebraska
$2.06M +$12.4K +33 +0.6%
SB
728
Simmons Bank
Arkansas
$2.06M -$105K -278 -5%
Fayez Sarofim & Co
729
Fayez Sarofim & Co
Texas
$2.04M -$18.1K -48 -0.9%
LAIC
730
Lederer & Associates Investment Counsel
California
$2.04M +$6.02K +16 +0.3%
Verition Fund Management
731
Verition Fund Management
Connecticut
$2.02M +$988K +2,627 +103%
WA
732
Winfield Associates
Ohio
$2.02M +$15K +40 +0.8%
GSWM
733
Golden State Wealth Management
California
$2.01M +$450K +1,196 +30%
UAS
734
United Asset Strategies
New York
$2.01M +$11.7K +31 +0.6%
GCM
735
Gables Capital Management
Florida
$2.01M +$180K +479 +10%
SBSB
736
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.98M +$71.8K +191 +4%
BCM
737
BTC Capital Management
Iowa
$1.98M +$1.91M +5,071 New
PFS
738
Physicians Financial Services
North Carolina
$1.98M +$56.4K +150 +3%
RIM
739
Rampart Investment Management
Connecticut
$1.96M -$159K -422 -8%
VF
740
Virtu Financial
New York
$1.96M +$1.89M +5,019 New
SS
741
Sunbelt Securities
Texas
$1.96M +$1.04M +2,761 +123%
REMPR
742
Roof Eidam Maycock Peralta (REMP)
California
$1.95M +$1.63M +4,330 +638%
PWMAG
743
Pinnacle Wealth Management Advisory Group
New Jersey
$1.95M +$43.2K +115 +2%
ATC
744
Adirondack Trust Company
New York
$1.93M -$237K -630 -11%
DRS
745
Deane Retirement Strategies
Louisiana
$1.92M +$1.85M +4,911 New
RWM
746
RKL Wealth Management
Pennsylvania
$1.91M -$149K -397 -8%
IAMOG
747
Investors Asset Management of Georgia
Georgia
$1.9M
WI
748
Wintrust Investments
Illinois
$1.9M -$8.27K -22 -0.4%
SGI
749
Summit Global Investments
Utah
$1.87M -$12.4K -33 -0.7%
ERIM
750
Eagle Ridge Investment Management
Connecticut
$1.87M -$4.51K -12 -0.2%

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.