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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
Cetera Investment Advisers
601
Cetera Investment Advisers
Illinois
$3.22M +$190K +504 +7%
AUB
602
Atlantic Union Bankshares
Virginia
$3.21M +$173K +461 +6%
QIM
603
Quest Investment Management
Oregon
$3.19M -$157K -418 -5%
PIM
604
Penobscot Investment Management
Massachusetts
$3.18M -$38K -101 -1%
EWM
605
Evercore Wealth Management
New York
$3.18M +$92.9K +247 +3%
PI
606
PEAK6 Investments
Illinois
$3.17M +$790K +2,100 +35%
VC
607
Vicus Capital
Pennsylvania
$3.17M -$85.4K -227 -3%
HB
608
Homrich & Berg
Georgia
$3.15M +$270K +717 +10%
GT
609
Greenleaf Trust
Michigan
$3.13M +$60.5K +161 +2%
BRWA
610
B. Riley Wealth Advisors
Florida
$3.11M +$132K +351 +5%
HPC
611
HM Payson & Co
Maine
$3.1M -$24.4K -65 -0.8%
PAS
612
Park Avenue Securities
New York
$3.06M +$2.95M +7,839 New
CAL
613
Capital Analysts LLC
Pennsylvania
$3.06M -$286K -760 -9%
EBT
614
Enterprise Bank & Trust
Massachusetts
$3.04M +$263K +699 +10%
DIA
615
Dana Investment Advisors
Wisconsin
$3M -$477K -1,268 -14%
SCA
616
Stokes Capital Advisors
South Carolina
$2.97M
Luther King Capital Management (LKCM)
617
Luther King Capital Management (LKCM)
Texas
$2.97M +$1.04M +2,773 +57%
GIA
618
Guyasuta Investment Advisors
Pennsylvania
$2.95M -$6.77K -18 -0.2%
IP
619
Intellectus Partners
California
$2.94M -$95.9K -255 -3%
ECM
620
ETrade Capital Management
Virginia
$2.92M -$4.64M -12,334 -62%
LFAS
621
Level Four Advisory Services
Texas
$2.89M +$143K +381 +5%
ACP
622
Aviance Capital Partners
Florida
$2.89M -$78.6K -209 -3%
ACM
623
Aljian Capital Management
Nevada
$2.89M -$763K -2,028 -22%
IIM
624
Ipswich Investment Management
Massachusetts
$2.88M +$1.76M +4,680 +172%
AAM
625
Ascension Asset Management
New York
$2.88M -$192K -510 -6%

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.