We are live on ! Find out more
LMT icon

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
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$30.7M +$1.36M +3,619 +5%
ST
177
Sabal Trust
Florida
$30.5M +$542K +1,442 +2%
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$30.2M +$2.85M +7,571 +11%
PP
179
Prudential plc
United Kingdom
$30.1M -$19.2M -51,115 -40%
MNG
180
Manning & Napier Group
New York
$30.1M +$73.3K +195 +0.3%
RG
181
Renaissance Group
Kentucky
$28.6M -$1.32M -3,512 -5%
CPC
182
Cookson Peirce & Co
Pennsylvania
$28.2M +$27.2M +72,371 New
SF
183
Synovus Financial
Georgia
$27.9M +$396K +1,052 +1%
SEI Investments
184
SEI Investments
Pennsylvania
$27.6M +$5.24M +13,927 +25%
AII
185
AGF Investments Inc
Ontario, Canada
$27.6M -$873K -2,321 -3%
RG
186
Rathbones Group
United Kingdom
$27.4M +$4.58M +12,189 +21%
AIA
187
Avalon Investment & Advisory
Texas
$27.2M -$1.96M -5,212 -7%
MC
188
Martin Currie
United Kingdom
$26.9M +$12M +31,910 +86%
JHP
189
James Hambro & Partners
United Kingdom
$26.8M +$25.8M +68,719 New
MIM
190
MetLife Investment Management
New Jersey
$26.4M -$47.4K -126 -0.2%
Natixis Advisors
191
Natixis Advisors
Massachusetts
$26.2M +$1.89M +5,017 +8%
SB
192
Suntrust Banks
Georgia
$25M +$866K +2,302 +4%
AG
193
Advisor Group
Arizona
$24.6M +$4.07M +10,835 +21%
Parallax Volatility Advisers
194
Parallax Volatility Advisers
California
$24.5M +$23.2M +61,602 +5,437%
MCM
195
Maryland Capital Management
Maryland
$24.5M -$32K -85 -0.1%
HW
196
Hancock Whitney
Mississippi
$24.1M +$7.99M +21,249 +52%
AIM
197
Avity Investment Management
Connecticut
$24.1M +$5.1M +13,566 +28%
GG
198
Gofen & Glossberg
Illinois
$23.9M -$200K -533 -0.9%
BFM
199
Boston Financial Management
Massachusetts
$23.9M +$281K +748 +1%
BAM
200
Berkshire Asset Management
Pennsylvania
$23.6M +$1.17M +3,106 +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.