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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
EMG
1301
Ellington Management Group
Connecticut
$390K +$376K +1,000 New
MA
1302
MCF Advisors
Kentucky
$387K
GLA
1303
Good Life Advisors
Pennsylvania
$386K -$22.6K -60 -6%
SSW
1304
Smith Shellnut Wilson
Mississippi
$385K
AIM
1305
Axiom Investment Management
New York
$384K -$588K -1,564 -61%
AIM
1306
Advantage Investment Management
Iowa
$384K -$18.4K -49 -5%
CCB
1307
Cutter & Co Brokerage
Missouri
$384K -$13.2K -35 -3%
CSM
1308
CAMG Solamere Management
North Carolina
$384K
PWPS
1309
Pinnacle Wealth Planning Services
Ohio
$384K +$76.3K +203 +26%
KTA
1310
Keeley-Teton Advisors
Illinois
$383K +$1.13K +3 +0.3%
GEM
1311
Global Endowment Management
North Carolina
$382K -$45.1K -120 -11%
B
1312
Bailard
California
$381K -$2.04M -5,422 -85%
VAM
1313
Verity Asset Management
North Carolina
$381K -$13.2K -35 -3%
VDI
1314
Vaughan David Investments
Illinois
$381K
CAN
1315
Claraphi Advisory Network
United States
$380K +$105K +278 +40%
AI
1316
Accredited Investors
Minnesota
$378K +$50K +133 +16%
BCM
1317
BlueCrest Capital Management
Jersey
$378K +$364K +969 New
UC
1318
Unio Capital
New Jersey
$377K -$282K -751 -44%
GEA
1319
Glen Eagle Advisors
New Jersey
$377K +$16.5K +44 +5%
SIC
1320
Sigma Investment Counselors
Michigan
$376K
CCM
1321
Coldstream Capital Management
Washington
$374K +$18.1K +48 +5%
WA
1322
WealthTrust Axiom
Pennsylvania
$372K
AA
1323
AlphaMark Advisors
Kentucky
$372K +$376 +1 +0.1%
FMTCOCP
1324
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$371K
CAC
1325
Cowen and Company
New York
$371K +$357K +950 New

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.