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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
WFMPM
151
Woodley Farra Manion Portfolio Management
Indiana
$39.7M -$122K -324 -0.3%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$39.2M +$24.5M +65,212 +184%
CF
153
Cypress Funds
California
$39M
CAG
154
Crestwood Advisors Group
Massachusetts
$38.7M +$516K +1,372 +1%
Lord, Abbett & Co
155
Lord, Abbett & Co
New Jersey
$38.1M +$75.2K +200 +0.2%
Royal London Asset Management
156
Royal London Asset Management
United Kingdom
$37.9M -$630K -1,676 -2%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$37.8M +$6.42M +17,060 +21%
AAM
158
Advisors Asset Management
Colorado
$37.5M +$2.02M +5,373 +6%
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$37.4M -$302K -802 -0.8%
BF
160
BOK Financial
Oklahoma
$36.6M -$1.92M -5,099 -5%
CI
161
Conning Inc
Connecticut
$35.6M -$4.1M -10,901 -11%
JAM
162
Jupiter Asset Management
United Kingdom
$35.5M -$1.46M -3,887 -4%
CIBC World Market
163
CIBC World Market
Ontario, Canada
$35M +$429K +1,140 +1%
RCAMU
164
Rothschild & Co Asset Management US
Connecticut
$34.2M -$439K -1,168 -1%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$34M
PHAM
166
Pacific Heights Asset Management
California
$32.8M -$376K -1,000 -1%
BTS
167
BB&T Securities
Virginia
$32.7M +$1.33M +3,545 +4%
WG
168
Welch Group
Alabama
$32.7M -$768K -2,042 -2%
Baird Financial Group
169
Baird Financial Group
Wisconsin
$32.6M +$1.56M +4,147 +5%
CTA
170
Carillon Tower Advisers
Florida
$32.1M
AP
171
Atwood & Palmer
Missouri
$31.7M -$28.2K -75 -0.1%
Jennison Associates
172
Jennison Associates
New York
$31.6M -$650K -1,728 -2%
ERSOT
173
Employees Retirement System of Texas
Texas
$31.2M +$376K +1,000 +1%
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
$31.1M -$17.7M -47,133 -37%
CC
175
Cannell & Co
New York
$30.7M -$1.66M -4,410 -5%

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.