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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
AIC
901
Archer Investment Corporation
Indiana
$1.26M +$45.1K +120 +4%
TRCT
902
Tower Research Capital (TRC)
New York
$1.26M +$1.22M +3,235 New
PA
903
Parallel Advisors
California
$1.26M +$31.6K +84 +3%
AFA
904
Abacus FCF Advisors
Florida
$1.26M +$1.21M +3,222 New
AW
905
ACG Wealth
Georgia
$1.25M -$33.1K -88 -3%
MIM
906
Moseley Investment Management
Florida
$1.25M -$141K -374 -10%
CIAS
907
Capital Investment Advisory Services
North Carolina
$1.24M -$12.8K -34 -1%
CQS
908
Credential Qtrade Securities
$1.24M -$33.1K -88 -3%
BB
909
Busey Bank
Illinois
$1.24M +$298K +793 +33%
FFWA
910
FRG Family Wealth Advisors
Washington
$1.24M
JWM
911
Janiczek Wealth Management
Colorado
$1.24M
DBRC
912
D.B. Root & Company
Pennsylvania
$1.24M +$2.63K +7 +0.2%
OIA
913
Optimum Investment Advisors
Illinois
$1.24M +$315K +837 +36%
RIA
914
Realta Investment Advisors
Delaware
$1.23M -$47.4K -126 -4%
BO
915
Bank OZK
Arkansas
$1.23M +$487K +1,294 +70%
FC
916
Financial Consulate
Maryland
$1.23M +$752 +2 +0.1%
WPA
917
West Paces Advisors
Georgia
$1.22M -$26.3K -70 -2%
DM
918
Delphi Management
Massachusetts
$1.22M -$175K -465 -13%
MPPLM
919
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.22M +$10.9K +29 +0.9%
CWM
920
Calamos Wealth Management
Illinois
$1.21M -$13.9K -37 -1%
MJRIC
921
Mogy Joel R Investment Counsel
California
$1.21M
LC
922
LCNB Corp
Ohio
$1.21M +$22.6K +60 +2%
AMIM
923
Aull & Monroe Investment Management
Alabama
$1.21M
BAM
924
Belpointe Asset Management
Nevada
$1.18M -$525K -1,395 -32%
MSA
925
Marino Stram & Associates
Massachusetts
$1.18M +$36.1K +96 +3%

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.