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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
BG
826
Bollard Group
Massachusetts
$1.53M
IIA
827
IPG Investment Advisors
California
$1.52M -$46.6K -124 -3%
HF
828
HRT Financial
New York
$1.52M -$5.38M -14,305 -79%
SW
829
SVB Wealth
Massachusetts
$1.52M +$76K +202 +5%
BA
830
Bennicas & Associates
California
$1.52M
BRWM
831
B. Riley Wealth Management
Tennessee
$1.51M +$56.4K +150 +4%
AWA
832
ARS Wealth Advisors
Florida
$1.51M +$336K +893 +30%
Fisher Asset Management
833
Fisher Asset Management
Washington
$1.51M +$159K +424 +12%
KC
834
Kingfisher Capital
North Carolina
$1.51M +$37.6K +100 +3%
CIM
835
CenturyLink Investment Management
Colorado
$1.5M -$246K -653 -14%
NIT
836
NumerixS Investment Technologies
British Columbia, Canada
$1.5M +$1.23M +3,258 +543%
MSFP
837
Mark Sheptoff Financial Planning
Connecticut
$1.5M +$20.7K +55 +1%
FAIM
838
Financial Advocates Investment Management
Washington
$1.5M -$21.8K -58 -1%
GTAM
839
Global Trust Asset Management
Florida
$1.49M +$531K +1,413 +59%
CCM
840
Chilton Capital Management
Texas
$1.47M -$9.4K -25 -0.7%
BCM
841
Breiter Capital Management
Florida
$1.47M +$133K +354 +10%
XSC
842
X-Square Capital
Puerto Rico
$1.46M -$194K -516 -12%
NWP
843
Northstar Wealth Partners
Connecticut
$1.46M +$69.6K +185 +5%
HT
844
Heritage Trust
Oklahoma
$1.46M +$138K +366 +11%
SFA
845
Sequoia Financial Advisors
Ohio
$1.45M -$69.9K -186 -5%
FHC
846
First Heartland Consultants
Missouri
$1.45M -$5.26K -14 -0.4%
ST
847
Spinnaker Trust
Maine
$1.45M +$63.2K +168 +5%
DOA
848
D'Orazio & Associates
Virginia
$1.45M -$94K -250 -6%
OFG
849
OmniStar Financial Group
North Carolina
$1.45M +$108K +287 +8%
3C
850
361 Capital
Colorado
$1.45M +$1.4M +3,720 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.