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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
CAG
851
Csenge Advisory Group
Florida
$1.45M -$162K -431 -10%
CPC
852
Congress Park Capital
New York
$1.45M
AWM
853
Avitas Wealth Management
California
$1.44M +$8.27K +22 +0.6%
TFS
854
Thoroughbred Financial Services
Tennessee
$1.44M
NMC
855
Nine Masts Capital
Hong Kong
$1.44M +$1.39M +3,684 New
CCA
856
Checchi Capital Advisers
California
$1.43M +$82K +218 +6%
CWAG
857
Compton Wealth Advisory Group
Virginia
$1.42M +$262K +698 +24%
AWA
858
Arete Wealth Advisors
Illinois
$1.42M +$39.5K +105 +3%
CWM
859
Cordatus Wealth Management
Pennsylvania
$1.41M -$62.8K -167 -4%
MWM
860
Marietta Wealth Management
Georgia
$1.41M +$42.1K +112 +3%
SWM
861
Segment Wealth Management
Texas
$1.4M +$13.2K +35 +1%
EFS
862
Essex Financial Services
Connecticut
$1.4M -$250K -666 -16%
FDCDDQ
863
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.4M -$228K -607 -15%
Cerity Partners
864
Cerity Partners
New York
$1.4M +$231K +615 +21%
PA
865
PFG Advisors
Arizona
$1.38M -$58.3K -155 -4%
JFA
866
Johanson Financial Advisors
California
$1.38M +$38.7K +103 +3%
LJAC
867
L.J. Altfest & Co
New York
$1.38M -$226K -602 -15%
PWAP
868
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.36M -$606K -1,611 -32%
OC
869
Oakworth Capital
Alabama
$1.36M -$9.78K -26 -0.7%
MCM
870
Maple Capital Management
Vermont
$1.35M -$13.2K -35 -1%
AT
871
Arden Trust
Delaware
$1.35M -$4.89K -13 -0.4%
FNBTCON
872
First National Bank & Trust Co of Newtown
Pennsylvania
$1.35M
BSB
873
Bangor Savings Bank
Maine
$1.35M +$105K +279 +9%
ACA
874
Anchor Capital Advisors
Massachusetts
$1.35M +$13.9K +37 +1%
AIC
875
Ameritas Investment Company
Nebraska
$1.34M +$446K +1,187 +52%

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.