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
MDCM
401
Morgan Dempsey Capital Management
Wisconsin
$7.19M +$401K +1,065 +6%
TAF
402
Tredje AP-fonden
Sweden
$7.18M -$455K -1,210 -6%
MAM
403
Morse Asset Management
Connecticut
$7.12M -$1.96M -5,215 -22%
BIA
404
Biondo Investment Advisors
Pennsylvania
$7.09M -$51.5K -137 -0.8%
TL
405
TrueWealth LLC
Georgia
$7.09M +$376 +1 +0%
BCM
406
Buckhead Capital Management
Georgia
$7.09M +$210K +558 +3%
HR
407
Howe & Rusling
New York
$7.05M -$2.49M -6,619 -27%
TAM
408
Tyers Asset Management
Texas
$7.02M +$2.81M +7,476 +71%
APSI
409
Asset Planning Services Inc
Louisiana
$7M -$238K -634 -3%
BPM
410
Bowling Portfolio Management
Ohio
$6.97M +$3.64M +9,691 +119%
CA
411
Commerzbank Aktiengesellschaft
Germany
$6.93M +$202K +536 +3%
Zurich Cantonal Bank
412
Zurich Cantonal Bank
Switzerland
$6.89M +$806K +2,142 +14%
JIC
413
Johnson Investment Counsel
Ohio
$6.89M +$1.15M +3,056 +21%
KWMG
414
King Wealth Management Group
Florida
$6.88M +$94K +250 +1%
DLCIG
415
D.L. Carlson Investment Group
New Hampshire
$6.85M +$637K +1,694 +11%
SPIA
416
Steward Partners Investment Advisory
New York
$6.81M +$593K +1,578 +10%
MC
417
Miramar Capital
Illinois
$6.78M +$30.5K +81 +0.4%
UMA
418
USA Mutuals Advisors
Texas
$6.75M -$564K -1,500 -8%
FCMC
419
Founders Capital Management (Connecticut)
Connecticut
$6.64M
MIA
420
MainStreet Investment Advisors
Illinois
$6.58M +$214K +569 +3%
CCP
421
Corient Capital Partners
California
$6.56M -$105K -279 -2%
CCM
422
Covington Capital Management
California
$6.52M +$37.6K +100 +0.6%
CAN
423
Cetera Advisor Networks
California
$6.52M +$439K +1,168 +8%
LA
424
Lynch & Associates
Indiana
$6.46M +$16.5K +44 +0.3%
CCG
425
Chatham Capital Group
Georgia
$6.43M -$11.3K -30 -0.2%

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.