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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
HVIA
801
Hudson Valley Investment Advisors
New York
$1.63M +$41.4K +110 +3%
GCA
802
Genesee Capital Advisors
New York
$1.62M -$58.3K -155 -4%
SSB
803
Sandy Spring Bank
Maryland
$1.62M +$228K +607 +17%
LWAC
804
Laurel Wealth Advisors (California)
California
$1.62M +$122K +325 +8%
JFGIW
805
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.62M -$317K -844 -17%
TAM
806
Tiverton Asset Management
Delaware
$1.62M +$1.56M +4,144 New
IEFM
807
IQ EQ Fund Management
Ireland
$1.61M
NFGCM
808
Norman Fields Gottscho Capital Management
New York
$1.61M
WWM
809
Willingdon Wealth Management
North Carolina
$1.61M -$45.1K -120 -3%
AIM
810
Acropolis Investment Management
Missouri
$1.59M -$18.4K -49 -1%
WWM
811
Western Wealth Management
Colorado
$1.59M +$100K +267 +7%
IWS
812
Insight Wealth Strategies
California
$1.59M +$1.27M +3,390 +492%
PT
813
Plimoth Trust
Massachusetts
$1.59M +$64.3K +171 +4%
HI
814
Human Investing
Oregon
$1.58M -$86.9K -231 -5%
FC
815
Ferris Capital
Massachusetts
$1.58M
GIA
816
Gateway Investment Advisers
Ohio
$1.56M -$2.59M -6,891 -63%
MFS
817
Monetta Financial Services
Illinois
$1.56M
MWM
818
MinichMacGregor Wealth Management
New York
$1.56M -$1.88K -5 -0.1%
BA
819
Bridgewater Associates
Connecticut
$1.55M +$1.5M +3,986 New
WSFS
820
Wilmington Savings Fund Society
Delaware
$1.55M +$305K +812 +26%
WCM
821
Weld Capital Management
New York
$1.54M +$1.03M +2,739 +225%
MC
822
Machina Capital
France
$1.54M -$1.35M -3,583 -48%
WSTAM
823
Wilbanks Smith & Thomas Asset Management
Virginia
$1.53M -$67.3K -179 -4%
1WA
824
180 Wealth Advisors
Washington
$1.53M +$11.7K +31 +0.8%
CI Investments Inc
825
CI Investments Inc
Ontario, Canada
$1.53M +$1.48M +3,926 New

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.