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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
SVWAG
926
Sound View Wealth Advisors Group
Georgia
$1.18M -$102K -272 -8%
DZ Bank
927
DZ Bank
Germany
$1.17M +$188K +500 +20%
FMTC
928
Farmers & Merchants Trust Company
California
$1.17M -$2.63K -7 -0.2%
FBC
929
Fairfield, Bush & Co
Connecticut
$1.17M -$188K -500 -14%
ACM
930
Azimuth Capital Management
Michigan
$1.17M
11A
931
10-15 Associates
New York
$1.17M +$376 +1 +0%
AF
932
Arrow Financial
New York
$1.16M +$148K +393 +15%
MHC
933
Meyer Handelman Company
New York
$1.16M
PAM
934
Paradigm Asset Management
New York
$1.16M -$188K -500 -14%
Jones Financial Companies
935
Jones Financial Companies
Missouri
$1.15M +$842K +2,240 +311%
DAM
936
Doheny Asset Management
California
$1.15M -$132K -350 -11%
ICM
937
IMS Capital Management
Oregon
$1.15M -$112K -297 -9%
CFA
938
Cahill Financial Advisors
Minnesota
$1.15M +$1.13K +3 +0.1%
KFP
939
Keystone Financial Planning
Ohio
$1.14M -$284K -755 -21%
GW
940
GW & Wade
Massachusetts
$1.13M +$80.5K +214 +8%
WTC
941
WhitTier Trust Company
Nevada
$1.13M +$48.9K +130 +5%
MCM
942
Mork Capital Management
California
$1.13M
DWA
943
Douglass Winthrop Advisors
New York
$1.11M +$389K +1,034 +57%
AIA
944
Arbor Investment Advisors
North Carolina
$1.1M +$1.06M +2,831 New
HCA
945
Harbour Capital Advisors
Virginia
$1.1M
KPW
946
Kore Private Wealth
New York
$1.1M -$22.9K -61 -2%
KCM
947
Kornitzer Capital Management
Kansas
$1.1M -$9.4K -25 -0.9%
WAP
948
Wealthcare Advisory Partners
Pennsylvania
$1.1M +$17.7K +47 +2%
RB
949
Rodgers Brothers
Pennsylvania
$1.1M -$1.04M -2,756 -49%
XS
950
XR Securities
Illinois
$1.1M +$1.06M +2,820 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.