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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
MCM
576
Murphy Capital Management
New Jersey
$3.51M +$88.4K +235 +3%
MC
577
Moors & Cabot
Massachusetts
$3.51M +$792K +2,105 +31%
RI
578
Rudd International
Florida
$3.51M -$6.77K -18 -0.2%
BWL
579
Bogart Wealth LLC
Virginia
$3.5M +$752 +2 +0%
HH
580
Hilltop Holdings
Texas
$3.48M +$733K +1,949 +28%
PRS
581
Pinkerton Retirement Specialists
Idaho
$3.48M +$91.4K +243 +3%
WAM
582
Weatherly Asset Management
California
$3.46M -$41.4K -110 -1%
RIL
583
Rothschild Investment LLC
Illinois
$3.45M +$328K +871 +11%
HSA
584
HBK Sorce Advisory
Pennsylvania
$3.45M +$17.7K +47 +0.5%
VFA
585
Voya Financial Advisors
Connecticut
$3.44M -$857K -2,278 -20%
H
586
HoyleCohen
California
$3.4M
BOCM
587
Bontempo Ohly Capital Management
Maryland
$3.39M -$15.8K -42 -0.5%
OCM
588
Orleans Capital Management
Louisiana
$3.38M -$56.4K -150 -2%
TCOT
589
Trust Company of Toledo
Ohio
$3.37M -$28.2K -75 -0.9%
ACM
590
Alpha Capital Management
Texas
$3.33M +$47K +125 +1%
BOC
591
Barbara Oil Co
Illinois
$3.32M
CBU
592
CIBC Bank USA
Illinois
$3.31M -$23.3K -62 -0.7%
JAM
593
JCIC Asset Management
Ontario, Canada
$3.31M -$58.3K -155 -2%
SMG
594
Spectrum Management Group
Indiana
$3.3M +$2.94M +7,810 +1,191%
DAC
595
Dividend Assets Capital
South Carolina
$3.28M +$282K +750 +10%
AP
596
Advisor Partners
California
$3.26M +$127K +338 +4%
MMG
597
Monetary Management Group
Missouri
$3.25M -$24.4K -65 -0.8%
ECML
598
Eagle Capital Management (Louisiana)
Louisiana
$3.24M +$2.63K +7 +0.1%
TCM
599
Traynor Capital Management
Pennsylvania
$3.23M +$1.19M +3,158 +61%
OLA
600
Oliver Luxxe Assets
New Jersey
$3.23M +$527K +1,401 +20%

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.