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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
TIP
701
Torray Investment Partners
Maryland
$2.27M +$9.78K +26 +0.4%
LOAMU
702
Lombard Odier Asset Management (USA)
New York
$2.26M +$2.18M +5,800 New
Aviva
703
Aviva
United Kingdom
$2.25M
SSWM
704
Smith Salley Wealth Management
North Carolina
$2.24M +$141K +375 +7%
WA1
705
Wimmer Associates 1
California
$2.23M -$90.3K -240 -4%
DAS
706
Dynamic Advisor Solutions
Arizona
$2.23M +$54.2K +144 +3%
SCA
707
Strategic Capital Advisers
Colorado
$2.23M +$1.88K +5 +0.1%
APP
708
Avantax Planning Partners
Iowa
$2.23M +$55.7K +148 +3%
BPWA
709
Beacon Pointe Wealth Advisors
California
$2.2M -$51.5K -137 -2%
NCM
710
Northstar Capital Management
New York
$2.2M +$62.4K +166 +3%
HAG
711
HighPoint Advisor Group
Illinois
$2.18M -$38.7K -103 -2%
SFG
712
SevenBridge Financial Group
Pennsylvania
$2.18M -$13.2K -35 -0.6%
WCM
713
Washington Capital Management
Washington
$2.18M
RMC
714
Resources Management Corp
Connecticut
$2.16M +$2.09M +5,546 New
FHB
715
First Hawaiian Bank
Hawaii
$2.15M +$299K +795 +17%
BFC
716
Blue Fin Capital
Rhode Island
$2.15M +$31.6K +84 +2%
OIA
717
OneDigital Investment Advisors
Kansas
$2.15M -$878K -2,335 -30%
LFGH
718
Lee Financial Group Hawaii
Hawaii
$2.14M -$11.3K -30 -0.5%
IC
719
InterOcean Capital
Illinois
$2.12M +$548K +1,456 +37%
TCM
720
Tuttle Capital Management
Connecticut
$2.12M +$2.08M +5,526 New
FIM
721
Freedom Investment Management
Connecticut
$2.11M -$145K -385 -7%
JWM
722
JGP Wealth Management
Oregon
$2.09M -$65.4K -174 -3%
NIC
723
Northwest Investment Counselors
Oregon
$2.09M +$32.7K +87 +2%
VFA
724
Valeo Financial Advisors
Indiana
$2.08M +$258K +685 +15%
PTC
725
Private Trust Company
Ohio
$2.07M -$29.3K -78 -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.