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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
HCA
1526
Heck Capital Advisors
Wisconsin
$210K +$7.9K +21 +4%
WCM
1527
Whitener Capital Management
North Carolina
$210K +$8.65K +23 +4%
BPB
1528
Badgley, Phelps & Bell
Washington
$210K +$203K +539 New
FP
1529
Foundry Partners
Minnesota
$210K +$203K +539 New
MMPW
1530
Mitchell McLeod Pugh & Williams
Alabama
$210K +$203K +539 New
BIM
1531
Baldwin Investment Management
Pennsylvania
$209K +$201K +535 New
CPO
1532
Cerity Partners OCIO
New York
$209K +$202K +536 New
MA
1533
MONECO Advisors
Connecticut
$208K +$201K +534 New
WCM
1534
WealthBridge Capital Management
Ohio
$208K +$201K +534 New
HJMC
1535
Hellman Jordan Management Company
Massachusetts
$207K +$199K +530 New
VNB
1536
Virginia National Bank
Virginia
$207K +$199K +530 New
IMOV
1537
Investment Management of Virginia
Virginia
$206K +$198K +527 New
V
1538
VeraBank
Texas
$206K +$199K +529 New
MCM
1539
Manchester Capital Management
Vermont
$205K -$22.2K -59 -10%
BWM
1540
Baystate Wealth Management
Massachusetts
$205K +$15K +40 +8%
VCM
1541
Vigilant Capital Management
Maine
$205K +$106K +283 +116%
NIM
1542
NuWave Investment Management
New Jersey
$205K +$142K +378 +250%
CWS
1543
Cypress Wealth Services
California
$205K +$198K +526 New
HCM
1544
Hilton Capital Management
New York
$203K +$35K +93 +22%
GWM
1545
Greenwich Wealth Management
Connecticut
$202K -$60.5K -161 -24%
HPWM
1546
Highland Private Wealth Management
Washington
$201K +$193K +513 New
DDPIC
1547
Deroy & Devereaux Private Investment Counsel
Michigan
$200K +$193K +513 New
CCFCSB
1548
Cape Cod Five Cents Savings Bank
Massachusetts
$200K +$193K +514 New
QI
1549
Qtron Investments
Massachusetts
$200K +$193K +514 New
BCA
1550
Berman Capital Advisors
Georgia
$198K -$12.8K -34 -6%

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.