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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
GVAG
626
Great Valley Advisor Group
Delaware
$2.88M -$80.9K -215 -3%
SFS
627
Sowell Financial Services
Arkansas
$2.86M +$2.76M +7,340 New
BMA
628
Brooks Moore & Associates
Tennessee
$2.86M +$37.6K +100 +1%
DWM
629
Darwin Wealth Management
Florida
$2.85M +$71.5K +190 +3%
BFA
630
Benedict Financial Advisors
Georgia
$2.84M -$55.7K -148 -2%
NA
631
Navellier & Associates
Nevada
$2.82M +$98.9K +263 +4%
CG
632
Colony Group
Massachusetts
$2.81M +$1.02M +2,715 +60%
SM
633
Scoggin Management
New York
$2.81M +$479K +1,275 +22%
PSUF
634
People's United Financial
Connecticut
$2.81M -$206K -548 -7%
TVWM
635
Tower View Wealth Management
Wisconsin
$2.8M +$59K +157 +2%
SFI
636
SPC Financial Inc
Maryland
$2.79M -$404K -1,075 -13%
FI
637
FormulaFolio Investments
Michigan
$2.78M +$37.2K +99 +1%
Simplex Trading
638
Simplex Trading
Illinois
$2.78M -$5.77M -15,352 -68%
WAM
639
Wakefield Asset Management
Colorado
$2.77M +$2.67M +7,100 New
CI
640
Cigna Investments
Connecticut
$2.76M +$109K +291 +4%
TNB
641
TCF National Bank
South Dakota
$2.76M +$2.66M +7,065 New
AR
642
Advisory Research
Illinois
$2.73M -$21.4K -57 -0.8%
GWM
643
Geneos Wealth Management
Colorado
$2.73M +$316K +841 +14%
GF
644
Gabelli Funds
New York
$2.73M
AMI
645
Amica Mutual Insurance
Rhode Island
$2.73M
TLP
646
Trinity Legacy Partners
Texas
$2.73M +$123K +328 +5%
CCM
647
Compton Capital Management
Rhode Island
$2.73M -$30.1K -80 -1%
JSL
648
JT Stratford LLC
Georgia
$2.72M -$179K -476 -6%
KA
649
Kovack Advisors
Florida
$2.72M +$301K +800 +13%
BBI
650
Baxter Bros Inc
Connecticut
$2.71M +$52.6K +140 +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.