Lockheed Martin
LMT
1,819 hedge funds and large institutions have $87.1B invested in Lockheed Martin in 2019 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 717 increasing their positions, 614 reducing their positions, and 85 closing their positions.
186% more first-time investments, than exits
New positions opened: 243 | Existing positions closed: 85
17% more repeat investments, than reductions
Existing positions increased: 717 | Existing positions reduced: 614
8% more funds holding
Funds holding: 1,687 → 1,819 (+132)
1.41% more ownership
Funds ownership: 78.46% → 79.87% (+1.4%)
1% more capital invested
Capital invested by funds: $86.4B → $87.1B (+$704M)
6% less call options, than puts
Call options by funds: $878M | Put options by funds: $932M
6% less funds holding in top 10
Funds holding in top 10: 77 → 72 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$532M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$415M |
| 3 |
Goldman Sachs
New York
|
+$287M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$250M |
| 5 |
BlackRock
New York
|
+$147M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$421M |
| 2 |
SCM
Suvretta Capital Management
New York
|
-$156M |
| 3 |
Morgan Stanley
New York
|
-$128M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$127M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$104M |
LMT Hedge Fund Activity: Q4 2019 in Review
1,819 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q4 2019, worth a combined $87.1B — up 0.81% from $86.4B a quarter earlier.
Buyers outnumbered sellers: 243 funds opened new LMT positions and 85 closed out — a net gain of 158 holders — while 717 added to existing stakes and 614 trimmed.
The largest buyer was Johanson Financial Advisors, adding an estimated $532M. The largest seller was Bank of America, cutting an estimated $421M.
- 1,819 institutional investors held Lockheed Martin (LMT) as of Q4 2019, up from 1,687 in Q3 2019.
- Funds reported $87.1B of Lockheed Martin stock for Q4 2019, up 0.81% quarter-over-quarter.
- 243 funds opened new Lockheed Martin positions in Q4 2019 and 85 closed out, a net change of +158 holders.
- The largest Lockheed Martin buyer in Q4 2019 was Johanson Financial Advisors, an estimated $532M added.
- The largest Lockheed Martin seller in Q4 2019 was Bank of America, an estimated $421M sold.
Based on aggregated 13F filings for Q4 2019.