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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
EPA
1401
Element Pointe Advisors
Florida
$298K -$5.64K -15 -2%
SAM
1402
SignalPoint Asset Management
Missouri
$298K +$9.78K +26 +4%
SP
1403
Symmetry Partners
Connecticut
$298K +$287K +763 New
Loomis, Sayles & Company
1404
Loomis, Sayles & Company
Massachusetts
$298K +$287K +764 New
DHFB
1405
Dixon Hubard Feinour & Brown
Virginia
$294K -$1.88K -5 -0.7%
ACM
1406
AUA Capital Management
Pennsylvania
$293K
CFGS
1407
Concourse Financial Group Securities
Alabama
$292K -$870K -2,314 -76%
IPW
1408
Inlet Private Wealth
Florida
$292K
WLIM
1409
White Lighthouse Investment Management
Massachusetts
$292K +$752 +2 +0.3%
JC
1410
Jacobs & Co
California
$291K
VA
1411
Valmark Advisers
Ohio
$291K +$28.6K +76 +11%
PCTC
1412
Perkins Coie Trust Company
Washington
$290K
WIA
1413
World Investment Advisors
California
$289K -$50.4K -134 -15%
CMI
1414
Clare Market Investments
Texas
$288K -$445K -1,184 -62%
RWM
1415
Ritholtz Wealth Management
New York
$287K -$157K -418 -36%
SIAP
1416
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$287K -$58.7K -156 -18%
WA
1417
Wheatland Advisors
Pennsylvania
$285K
ALAM
1418
Asahi Life Asset Management
Japan
$285K +$67.7K +180 +33%
GLI
1419
Guardian Life Insurance
New York
$284K +$7.14K +19 +3%
AAM
1420
Autus Asset Management
Arizona
$282K +$35.4K +94 +15%
EIA
1421
Edgemoor Investment Advisors
Maryland
$279K
VCM
1422
Versant Capital Management
Arizona
$279K
MIC
1423
Means Investment Company
Maine
$274K +$376 +1 +0.1%
DWA
1424
Dougherty Wealth Advisers
Minnesota
$273K
RTC
1425
Riverview Trust Company
Washington
$272K +$376 +1 +0.1%

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.