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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
WIA
676
Wealthstreet Investment Advisors
Texas
$2.49M +$112K +299 +5%
FLI
677
Family Legacy Inc
South Carolina
$2.47M +$502K +1,335 +26%
CGH
678
Crossmark Global Holdings
Texas
$2.47M -$563K -1,498 -19%
PJSIMP
679
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.46M -$39.5K -105 -2%
APA
680
American Portfolios Advisors
New York
$2.46M +$557K +1,480 +31%
BA
681
Boston Advisors
Massachusetts
$2.45M -$37.2K -99 -2%
VWM
682
Valley Wealth Managers
New Jersey
$2.43M -$86.5K -230 -4%
ACG
683
Allen Capital Group
Nebraska
$2.42M +$149K +396 +7%
WOC
684
West Oak Capital
California
$2.42M -$288K -767 -11%
CK
685
Cohen Klingenstein
New York
$2.42M +$1.09M +2,900 +88%
SWM
686
SeaCrest Wealth Management
New York
$2.42M +$117K +312 +5%
MA
687
Mutual Advisors
Nebraska
$2.4M -$154K -409 -6%
LG
688
LaFleur & Godfrey
Michigan
$2.38M -$62.1K -165 -3%
PTB
689
Pioneer Trust Bank
Oregon
$2.35M +$1.62M +4,297 +248%
BCM
690
Beck Capital Management
Texas
$2.35M +$2.26M +6,020 New
JCM
691
Jacobi Capital Management
Pennsylvania
$2.35M -$9.4K -25 -0.4%
RCIM
692
Russell Clark Investment Management
United Kingdom
$2.34M +$301K +800 +15%
LNWWM
693
Laird Norton Wetherby Wealth Management
California
$2.32M +$36.9K +98 +2%
HIC
694
Hartline Investment Corp
Illinois
$2.31M -$3.76K -10 -0.2%
CCA
695
Cobblestone Capital Advisors
New York
$2.31M +$45.5K +121 +2%
1832 Asset Management
696
1832 Asset Management
Ontario, Canada
$2.3M -$6.06M -16,110 -73%
PA
697
Perennial Advisors
New York
$2.3M +$7.9K +21 +0.4%
KRSITF
698
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.29M +$277K +737 +14%
FA
699
FMA Advisory
Pennsylvania
$2.27M +$4.51K +12 +0.2%
PCM
700
Parsons Capital Management
Rhode Island
$2.27M +$25.9K +69 +1%

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.