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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
HSBC Holdings
1051
HSBC Holdings
United Kingdom
$804K -$27.9M -74,237 -97%
ST
1052
Smithfield Trust
Pennsylvania
$801K +$187K +496 +32%
JCM
1053
Janney Capital Management
Pennsylvania
$798K +$299K +796 +64%
VNA
1054
Valley National Advisers
Pennsylvania
$795K +$5.64K +15 +0.7%
MCM
1055
MAI Capital Management
Ohio
$793K -$51.5K -137 -6%
BAM
1056
Blueshift Asset Management
New Jersey
$793K +$765K +2,034 New
SFSIG
1057
San Francisco Sentry Investment Group
California
$786K +$752 +2 +0.1%
PPP
1058
Private Portfolio Partners
New Jersey
$786K +$11.7K +31 +2%
SAM
1059
Sequent Asset Management
Texas
$784K
KFA
1060
Kays Financial Advisory
Georgia
$784K +$4.14K +11 +0.6%
BJL
1061
Brighton Jones LLC
Washington
$784K +$29.7K +79 +4%
LWS
1062
Lucia Wealth Services
California
$784K +$684K +1,818 +952%
ACM
1063
AlphaStar Capital Management
North Carolina
$783K +$6.77K +18 +0.9%
OIM
1064
Opus Investment Management
Massachusetts
$780K
SNBOSCI
1065
Security National Bank of Sioux City Iowa
Iowa
$780K
Axa
1066
Axa
France
$778K +$73.7K +196 +11%
HIM
1067
Hanlon Investment Management
New Jersey
$776K -$1.01M -2,696 -58%
BWM
1068
BigSur Wealth Management
Florida
$772K -$188K -500 -20%
FMLI
1069
Fukoku Mutual Life Insurance
Japan
$768K +$37.6K +100 +5%
TNBTD
1070
Trustmark National Bank Trust Department
Mississippi
$766K +$127K +337 +21%
PNC
1071
Park National Corp
Ohio
$764K -$1.13K -3 -0.2%
PCA
1072
Personal Capital Advisors
California
$762K +$1.13K +3 +0.2%
BCM
1073
Bourgeon Capital Management
Connecticut
$761K
SMM
1074
Stadion Money Management
Georgia
$754K -$179K -475 -20%
LFG
1075
LifePlan Financial Group
Ohio
$752K

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.