We are live on ! Find out more
LMT icon

Lockheed Martin

1,448 hedge funds and large institutions have $72.1B invested in Lockheed Martin in 2017 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 532 increasing their positions, 493 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 46

11% more funds holding

Funds holding: 1,3001,448 (+148)

8% more repeat investments, than reductions

Existing positions increased: 532 | Existing positions reduced: 493

3% more capital invested

Capital invested by funds: $70.1B → $72.1B (+$1.98B)

0.06% less ownership

Funds ownership: 78.45%78.39% (-0.06%)

2% less funds holding in top 10

Funds holding in top 10: 5453 (-1)

62% less call options, than puts

Call options by funds: $312M | Put options by funds: $827M

Holders
1,448
Holders Change
+148
Holders Change %
+11.38%
% of All Funds
32.84%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
1.2%
New
206
Increased
532
Reduced
493
Closed
46
Calls
$312M
Puts
$827M
Net Calls
-$516M
Net Calls Change
-$249M
Name Holding Trade Value Shares
Change
Change in
Stake
QAM
1151
Quantres Asset Management
Cayman Islands
$321K +$315K +1,000 New
CIP
1152
Cornerstone Investment Partners
Georgia
$320K
CC
1153
Cedar Capital
Illinois
$320K +$62.4K +198 +25%
ITIM
1154
Indiana Trust & Investment Management
Indiana
$319K
GWS
1155
Glassman Wealth Services
Virginia
$318K +$7.57K +24 +2%
KTA
1156
Keeley-Teton Advisors
Illinois
$316K -$62.1K -197 -17%
GBT
1157
Grove Bank & Trust
Florida
$316K -$35K -111 -10%
CSM
1158
CAMG Solamere Management
North Carolina
$316K
CIAS
1159
Capital Investment Advisory Services
North Carolina
$314K +$15.8K +50 +5%
ACP
1160
Aveo Capital Partners
Colorado
$314K +$33.4K +106 +12%
HBT
1161
Hills Bank & Trust
Iowa
$313K
PHS
1162
Pekin Hardy Strauss
Illinois
$313K
ML
1163
McAdam LLC
Pennsylvania
$310K
OIWM
1164
OptiFour Integrated Wealth Management
Virginia
$310K +$305K +966 New
MCM
1165
Mainstay Capital Management
Michigan
$307K +$301K +955 New
AWCI
1166
Alpine Woods Capital Investors
New York
$305K
LWIC
1167
Leith Wheeler Investment Counsel
British Columbia, Canada
$305K
FMTCOCP
1168
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$305K
PTC
1169
Philadelphia Trust Company
Pennsylvania
$300K
DCM
1170
Dimension Capital Management
Florida
$299K +$73.1K +232 +33%
OC
1171
Oarsman Capital
Wisconsin
$295K
WCM
1172
Weatherstone Capital Management
Colorado
$291K +$26.5K +84 +10%
CB
1173
Community Bank
New York
$291K +$41.6K +132 +17%
ACM
1174
Alethea Capital Management
Washington
$291K +$286K +906 New
IWC
1175
Integrated Wealth Concepts
Massachusetts
$290K +$279K +885 New

LMT Hedge Fund Activity: Q4 2017 in Review

1,448 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q4 2017, worth a combined $72.1B — up 2.8% from $70.1B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new LMT positions and 46 closed out — a net gain of 160 holders — while 532 added to existing stakes and 493 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $109M. The largest seller was Capital World Investors, cutting an estimated $324M.

  • 1,448 institutional investors held Lockheed Martin (LMT) as of Q4 2017, up from 1,300 in Q3 2017.
  • Funds reported $72.1B of Lockheed Martin stock for Q4 2017, up 2.8% quarter-over-quarter.
  • 206 funds opened new Lockheed Martin positions in Q4 2017 and 46 closed out, a net change of +160 holders.
  • The largest Lockheed Martin buyer in Q4 2017 was Goldman Sachs, an estimated $109M added.
  • The largest Lockheed Martin seller in Q4 2017 was Capital World Investors, an estimated $324M sold.

Based on aggregated 13F filings for Q4 2017.