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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
MC
1701
Maverick Capital
Texas
-$1.96M -5,390 Closed
WAM
1702
Wolverine Asset Management
Illinois
-$1.82M -5,000 Closed
WSC
1703
Wellington Shields & Co
New York
-$1.75M -4,800 Closed
GCA
1704
Gideon Capital Advisors
New York
-$1.64M -4,516 Closed
SIM
1705
Spark Investment Management
New York
-$1.64M -4,500 Closed
QSS
1706
Quantitative Systematic Strategies
Florida
-$1.61M -4,422 Closed
AL
1707
AJO LP
Pennsylvania
-$1.29M -3,542 Closed
EHC
1708
Everett Harris & Co
California
-$1.02M -2,808 Closed
BA
1709
Bristlecone Advisors
Washington
-$535K -1,473 Closed
ECM
1710
ExodusPoint Capital Management
New York
-$509K -1,400 Closed
CC
1711
Centiva Capital
New York
-$479K -1,274 Closed
EP
1712
Edgestream Partners
New Jersey
-$426K -1,172 Closed
QCM
1713
Quantinno Capital Management
New York
-$422K -1,160 Closed
SCP
1714
Syntal Capital Partners
Texas
-$393K -1,081 Closed
F
1715
F3Logic
Minnesota
-$388K -1,064 Closed
Alyeska Investment Group
1716
Alyeska Investment Group
Illinois
-$346K -952 Closed
CW
1717
CreativeOne Wealth
Kansas
-$331K -909 Closed
TFA
1718
Transamerica Financial Advisors
Florida
-$326K -896 Closed
HS
1719
HighVista Strategies
Massachusetts
-$291K -800 Closed
VWM
1720
Venturi Wealth Management
Texas
-$276K -759 Closed
WPW
1721
Waldron Private Wealth
Pennsylvania
-$259K -713 Closed
CRWM
1722
Castle Rock Wealth Management
California
-$250K -694 Closed
YWP
1723
YorkBridge Wealth Partners
New York
-$233K -640 Closed
CCP
1724
Cardan Capital Partners
Colorado
-$225K -619 Closed
SRSA
1725
S.R. Schill & Associates
Washington
-$208K -573 Closed

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.