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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
LWM
751
Lyell Wealth Management
California
$1.87M +$132K +350 +8%
SLG
752
Stanley-Laman Group
Pennsylvania
$1.87M -$10.5K -28 -0.6%
NFG
753
Next Financial Group
Texas
$1.86M +$457K +1,215 +34%
IWM
754
IHT Wealth Management
Illinois
$1.86M +$554K +1,472 +45%
DTL
755
Dynamic Technology Lab
Singapore
$1.86M +$1.79M +4,766 New
GKWIM
756
Gerber Kawasaki Wealth & Investment Management
California
$1.85M +$79K +210 +5%
BHWM
757
Bar Harbor Wealth Management
New Hampshire
$1.85M -$44.4K -118 -2%
WPA
758
Winning Points Advisors
Florida
$1.85M
BCM
759
BTR Capital Management
California
$1.85M -$42.9K -114 -2%
FMT
760
First Mercantile Trust
Tennessee
$1.84M -$405K -1,078 -19%
FCB
761
First Command Bank
Texas
$1.84M
FCFS
762
First Command Financial Services
Texas
$1.84M
LI
763
Lafayette Investments
Maryland
$1.84M +$20.7K +55 +1%
KF
764
Krilogy Financial
Missouri
$1.83M
LF
765
Lee Financial
Texas
$1.83M +$9.78K +26 +0.6%
SIS
766
Sound Income Strategies
Florida
$1.83M +$1.75M +4,662 +23,310%
GP
767
Geneva Partners
Wisconsin
$1.82M +$1.76M +4,669 New
CS
768
Comerica Securities
Michigan
$1.82M -$1.25M -3,312 -42%
ECM
769
EagleClaw Capital Management
Massachusetts
$1.81M +$28.2K +75 +2%
RPC
770
Rossmore Private Capital
Connecticut
$1.81M
PGAM
771
Princeton Global Asset Management
New Jersey
$1.81M +$118K +315 +7%
SFFS
772
Stonehage Fleming Financial Services
Jersey
$1.8M
EF
773
Exeter Financial
Arizona
$1.79M +$21.8K +58 +1%
CA
774
Clearstead Advisors
Ohio
$1.78M -$3.01K -8 -0.2%
FCCM
775
First City Capital Management
Georgia
$1.77M -$397K -1,055 -19%

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.