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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
JHCP
776
Jackson Hole Capital Partners
Oklahoma
$1.76M +$417K +1,110 +33%
VI
777
Versor Investments
New York
$1.75M +$903K +2,400 +114%
CTA
778
Chesley Taft & Associates
Illinois
$1.75M +$9.78K +26 +0.6%
SS
779
Simplicity Solutions
Minnesota
$1.75M +$100K +266 +6%
IC
780
Intersect Capital
California
$1.74M +$521K +1,386 +45%
BOPW
781
Brandywine Oak Private Wealth
Pennsylvania
$1.73M +$2.26K +6 +0.1%
WF
782
Welch & Forbes
Massachusetts
$1.73M +$82.4K +219 +5%
TNB
783
Thomasville National Bank
Georgia
$1.73M +$362K +963 +28%
SRAM
784
Stone Ridge Asset Management
New York
$1.73M +$37.6K +100 +2%
RCAG
785
Rehmann Capital Advisory Group
Michigan
$1.71M +$29.3K +78 +2%
MSAM
786
Moloney Securities Asset Management
Missouri
$1.71M +$2.63K +7 +0.2%
AIP
787
Ameritas Investment Partners
Nebraska
$1.7M -$16.9K -45 -1%
PA
788
Profund Advisors
Maryland
$1.69M -$161K -428 -9%
LF
789
Lantz Financial
Illinois
$1.69M +$11.7K +31 +0.7%
AFC
790
AFT Forsyth & Company
Florida
$1.69M +$22.6K +60 +1%
FT
791
Fiduciary Trust
Massachusetts
$1.69M +$171K +456 +12%
VAS
792
Vestmark Advisory Solutions
Massachusetts
$1.68M +$406K +1,079 +33%
BDS
793
Banco de Sabadell
Florida
$1.67M -$1.19M -3,159 -43%
LIA
794
LS Investment Advisors
Michigan
$1.67M +$79K +210 +5%
IRF
795
IBM Retirement Fund
New York
$1.66M -$15K -40 -0.9%
CAC
796
Certified Advisory Corp
Florida
$1.66M +$28.2K +75 +2%
TAM
797
TFG Asset Management
Cayman Islands
$1.64M -$376K -1,000 -19%
BEC
798
Blue Edge Capital
Virginia
$1.64M
OTPPB
799
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.64M -$1.36M -3,613 -46%
MWM
800
Modera Wealth Management
New Jersey
$1.64M -$13.9K -37 -0.9%

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.