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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
BIA
1351
BHK Investment Advisors
Alabama
$350K -$174K -464 -34%
RA
1352
RFG Advisory
Alabama
$350K +$23.3K +62 +7%
CB
1353
CNB Bank
Pennsylvania
$347K +$208K +554 +165%
CB
1354
Community Bank
New York
$343K -$9.4K -25 -3%
HC
1355
Henshaw Capital
Massachusetts
$342K +$3.76K +10 +1%
SFS
1356
Summit Financial Strategies
Ohio
$342K
QC
1357
Quadrature Capital
United Kingdom
$342K +$330K +878 New
NAS
1358
Nicolet Advisory Services
Wisconsin
$341K -$16.9K -45 -5%
Dodge & Cox
1359
Dodge & Cox
California
$341K
SCA
1360
Stuart Chaussee & Associates
California
$340K
RWA
1361
River Wealth Advisors
Pennsylvania
$339K +$1.5K +4 +0.5%
CL
1362
CPWM LLC
Washington
$339K +$12.8K +34 +4%
HKAM
1363
Horizon Kinetics Asset Management
New York
$338K
DE
1364
Day & Ennis
Georgia
$336K +$2.63K +7 +0.8%
LCM
1365
Liberty Capital Management
Michigan
$335K
CCIA
1366
Campbell & Co Investment Adviser
Maryland
$335K +$323K +859 New
VanEck Associates
1367
VanEck Associates
New York
$334K +$130K +345 +68%
MCM
1368
Mainstay Capital Management
Michigan
$333K
ITIM
1369
Indiana Trust & Investment Management
Indiana
$332K -$7.52K -20 -2%
LWIC
1370
Leith Wheeler Investment Counsel
British Columbia, Canada
$332K
DI
1371
DAGCO Inc
Ohio
$332K +$9.4K +25 +3%
FFC
1372
First Financial Corp
Indiana
$332K +$9.78K +26 +3%
FDCC
1373
Foster Dykema Cabot & Co
Massachusetts
$331K
VAG
1374
VisionPoint Advisory Group
Texas
$331K +$50.4K +134 +18%
BCM
1375
Bienville Capital Management
New York
$329K -$1.01M -2,687 -76%

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.