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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
BSPF
1476
British Steel Pension Fund
United Kingdom
$239K -$162K -430 -41%
HFA
1477
Huber Financial Advisors
Illinois
$239K +$4.89K +13 +2%
CA
1478
Cornerstone Advisory
Maryland
$239K +$7.9K +21 +4%
UBV
1479
United Bank (Virginia)
Virginia
$239K +$13.2K +35 +6%
FUBT
1480
First United Bank & Trust
Maryland
$238K
DA
1481
DSC Advisors
Illinois
$238K +$8.65K +23 +4%
MPI
1482
Mairs & Power Inc
Minnesota
$236K
WB
1483
Webster Bank
Connecticut
$236K +$18.1K +48 +9%
MTC
1484
McDaniel Terry & Co
Texas
$236K +$227K +604 New
BAAM
1485
Baker Avenue Asset Management
California
$235K
SIAG
1486
Signet Investment Advisory Group
Rhode Island
$235K
SICM
1487
Sustainable Insight Capital Management
New York
$235K
BONST
1488
Bank of Nova Scotia Trust
Ontario, Canada
$234K +$376 +1 +0.2%
MC
1489
Miles Capital
Iowa
$234K +$7.14K +19 +3%
CHP
1490
Cable Hill Partners
Oregon
$233K
MMA
1491
Miracle Mile Advisors
California
$233K +$225K +597 New
PCS
1492
Personal CFO Solutions
New Jersey
$233K +$225K +598 New
GAM
1493
Gould Asset Management
California
$230K -$82.7K -220 -27%
GAB
1494
German American Bancorp
Indiana
$229K
VC
1495
Voit & Company
Wisconsin
$229K
EF
1496
Empirical Finance
Pennsylvania
$227K +$4.51K +12 +2%
LHC
1497
Little House Capital
Massachusetts
$226K +$2.26K +6 +1%
GIM
1498
Groesbeck Investment Management
New Jersey
$226K +$218K +580 New
MS
1499
Mizuho Securities
Japan
$226K +$218K +580 New
OAM
1500
Oak Asset Management
California
$225K

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.