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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
MMM
1101
Mendel Money Management
Illinois
$694K
PP
1102
Patten & Patten
Tennessee
$691K -$306K -813 -31%
EM
1103
Excalibur Management
Massachusetts
$691K
FBB
1104
Fulton Breakefield Broenniman
Maryland
$691K +$666K +1,771 New
ED
1105
Exane Derivatives
France
$690K -$160K -426 -19%
ANBT
1106
American National Bank & Trust
Texas
$688K -$71.5K -190 -10%
NB
1107
Northwest Bancshares
Pennsylvania
$686K -$11.7K -31 -2%
GHAM
1108
Gilman Hill Asset Management
Connecticut
$686K
NEPWA
1109
New England Private Wealth Advisors
Massachusetts
$684K
WA
1110
WBH Advisory
Maryland
$682K -$96.3K -256 -13%
JWBC
1111
J.W. Burns & Co
New York
$680K +$13.5K +36 +2%
PCM
1112
Penserra Capital Management
California
$675K -$528K -1,403 -45%
FCBT
1113
First Citizens Bank & Trust
North Carolina
$674K -$17.7K -47 -3%
NNP
1114
Nachman Norwood & Parrott
South Carolina
$674K -$3.76K -10 -0.6%
CAIMH
1115
Central Asset Investments & Management Holdings
Hong Kong
$674K +$651K +1,730 New
FPA
1116
First Pacific Advisors
California
$673K
SC
1117
Savant Capital
Illinois
$673K +$20.3K +54 +3%
VRM
1118
Vectors Research Management
New York
$673K +$57.2K +152 +10%
IP
1119
Investment Partners
Ohio
$672K +$752 +2 +0.1%
P
1120
Pitcairn
Pennsylvania
$668K -$111K -296 -15%
BCM
1121
Brookstone Capital Management
Illinois
$668K +$129K +343 +25%
EMG
1122
ETF Managers Group
New Jersey
$666K -$107K -284 -14%
RCA
1123
Ranch Capital Advisors
Florida
$666K +$642K +1,706 New
HBT
1124
Hills Bank & Trust
Iowa
$665K -$28.6K -76 -4%
BCA
1125
Bay Colony Advisors
Massachusetts
$660K +$101K +268 +19%

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.