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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
GRP
876
Global Retirement Partners
California
$1.34M +$1.03M +2,751 +402%
WIC
877
Woodmont Investment Counsel
Tennessee
$1.33M +$14.7K +39 +1%
CP
878
Covenant Partners
Tennessee
$1.33M
CC
879
ClearArc Capital
Ohio
$1.33M +$27.1K +72 +2%
WC
880
Westhampton Capital
North Carolina
$1.33M
DWM
881
Doyle Wealth Management
Florida
$1.32M +$299K +795 +31%
CAM
882
Cubic Asset Management
Massachusetts
$1.31M -$30.1K -80 -2%
PI
883
Pachira Investments
California
$1.31M +$1.88K +5 +0.1%
FANJ
884
Financial Architects (New Jersey)
New Jersey
$1.31M +$3.01K +8 +0.2%
WAS
885
WESPAC Advisors SoCal
California
$1.31M -$109K -290 -8%
NFC
886
Northeast Financial Consultants
Connecticut
$1.31M
DP
887
Dearborn Partners
Illinois
$1.3M -$129K -343 -9%
CSS
888
Cubist Systematic Strategies
Connecticut
$1.29M -$9.76M -25,958 -89%
BCM
889
Bayesian Capital Management
New York
$1.29M +$1.25M +3,314 New
PCM
890
Price Capital Management
Louisiana
$1.29M +$1.25M +3,333 New
PWP
891
Principle Wealth Partners
Connecticut
$1.29M +$431K +1,147 +53%
FFS
892
Founders Financial Securities
Maryland
$1.28M +$48.9K +130 +4%
IA
893
IFG Advisory
Georgia
$1.28M -$58.7K -156 -5%
BW
894
Biegel & Waller
Maryland
$1.28M +$76K +202 +7%
NICM
895
Neo Ivy Capital Management
New York
$1.28M +$1.26M +3,338 New
WCA
896
Westover Capital Advisors
Delaware
$1.28M +$194K +515 +19%
OCG
897
Opus Capital Group
Ohio
$1.28M +$2.63K +7 +0.2%
DILIC
898
Dai-ichi Life Insurance Company
Japan
$1.28M
CHJWM
899
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.27M -$47K -125 -4%
BMC
900
Beaton Management Company
Massachusetts
$1.27M -$18.8K -50 -2%

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.