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Lockheed Martin
LMT

1,617 hedge funds and large institutions have $80.5B invested in Lockheed Martin in 2019 Q2 according to their latest regulatory filings, with 176 funds opening new positions, 648 increasing their positions, 574 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 80

94% more funds holding in top 10

Funds holding in top 10: 36 → 70 (+34)

22% more capital invested

Capital invested by funds: $66.2B → $80.5B (+$14.3B)

14% more call options, than puts

Call options by funds: $624M | Put options by funds: $546M

13% more repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 574

5% more funds holding

Funds holding: 1,543 → 1,617 (+74)

0.36% more ownership

Funds ownership: 78.04% → 78.4% (+0.36%)

Holders
1,617
Holders Change
+74
Holders Change %
+4.8%
% of All Funds
35.12%
Holding in Top 10
70
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+94.44%
% of All Funds
1.52%
New
176
Increased
648
Reduced
574
Closed
80
Calls
$624M
Puts
$546M
Net Calls
+$77.7M
Net Calls Change
+$181M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$685M
2
N
Nuveen
North Carolina
+$600M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$316M
4
SCM
Suvretta Capital Management
New York
+$215M
5
UBS Group
UBS Group
Switzerland
+$169M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$332M
2
State Street
State Street
Massachusetts
-$304M
3
Capital World Investors
Capital World Investors
California
-$297M
4
Citadel Advisors
Citadel Advisors
Florida
-$230M
5
Renaissance Technologies
Renaissance Technologies
New York
-$102M
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
826
AJO LP
Pennsylvania
$1.29M +$1.18M +3,542 New
BCM
827
Bienville Capital Management
New York
$1.28M +$5.02K +15 +0.4%
AWA
828
Arete Wealth Advisors
Illinois
$1.28M +$20.1K +60 +2%
MCM
829
Maple Capital Management
Vermont
$1.28M -$13.4K -40 -1%
OC
830
Oakworth Capital
Alabama
$1.27M +$16.4K +49 +1%
FBC
831
Fairfield, Bush & Co
Connecticut
$1.27M -$33.5K -100 -3%
MWM
832
Marietta Wealth Management
Georgia
$1.27M +$10K +30 +0.9%
AT
833
Arden Trust
Delaware
$1.27M – – –
PAM
834
Paradigm Asset Management
New York
$1.26M +$234K +700 +25%
FNBTCON
835
First National Bank & Trust Co of Newtown
Pennsylvania
$1.26M -$105K -315 -8%
TNB
836
Thomasville National Bank
Georgia
$1.26M -$78.3K -234 -6%
CAM
837
Cubic Asset Management
Massachusetts
$1.25M -$142K -424 -11%
JFA
838
Johanson Financial Advisors
California
$1.25M -$32.8K -98 -3%
IA
839
IFG Advisory
Georgia
$1.25M +$29.8K +89 +3%
Fisher Asset Management
840
Fisher Asset Management
Washington
$1.25M -$105K -315 -8%
CCA
841
Checchi Capital Advisers
California
$1.25M +$55.5K +166 +5%
OFG
842
OmniStar Financial Group
North Carolina
$1.25M -$952K -2,845 -45%
ACA
843
Anchor Capital Advisors
Massachusetts
$1.24M -$16.7K -50 -1%
CP
844
Covenant Partners
Tennessee
$1.24M – – –
JHCP
845
Jackson Hole Capital Partners
Oklahoma
$1.24M +$39.8K +119 +4%
BCM
846
Breiter Capital Management
Florida
$1.24M +$329K +983 +40%
WC
847
Westhampton Capital
North Carolina
$1.24M +$1.14M +3,399 New
WIC
848
Woodmont Investment Counsel
Tennessee
$1.23M +$108K +323 +11%
HT
849
Heritage Trust
Oklahoma
$1.23M -$36.8K -110 -3%
CHJWM
850
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.23M +$335 +1 +0%
32 33
34
35 36

LMT Hedge Fund Activity: Q2 2019 in Review

1,617 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q2 2019, worth a combined $80.5B — up 22% from $66.2B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new LMT positions and 80 closed out — a net gain of 96 holders — while 648 added to existing stakes and 574 trimmed.

The largest buyer was Invesco, adding an estimated $685M. The largest seller was BlackRock, cutting an estimated $332M.

  • 1,617 institutional investors held Lockheed Martin (LMT) as of Q2 2019, up from 1,543 in Q1 2019.
  • Funds reported $80.5B of Lockheed Martin stock for Q2 2019, up 22% quarter-over-quarter.
  • 176 funds opened new Lockheed Martin positions in Q2 2019 and 80 closed out, a net change of +96 holders.
  • The largest Lockheed Martin buyer in Q2 2019 was Invesco, an estimated $685M added.
  • The largest Lockheed Martin seller in Q2 2019 was BlackRock, an estimated $332M sold.

Based on aggregated 13F filings for Q2 2019.