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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
ECG
951
Edge Capital Group
Georgia
$1.09M +$21.1K +56 +2%
FTC
952
Farmers Trust Company
Ohio
$1.09M -$39.5K -105 -4%
KCM
953
Karp Capital Management
California
$1.09M +$10.5K +28 +1%
RCM
954
RB Capital Management
Nevada
$1.09M +$16.9K +45 +2%
DPIM
955
Duff & Phelps Investment Management
Illinois
$1.09M +$56.4K +150 +6%
CWG
956
Cornerstone Wealth Group
North Carolina
$1.08M +$3.38K +9 +0.3%
KFGK
957
Keystone Financial Group (Kentucky)
Kentucky
$1.08M -$8.27K -22 -0.8%
KJHP
958
K.J. Harrison & Partners
Ontario, Canada
$1.07M
CPSAC
959
Chas P. Smith & Associates (CPS)
Florida
$1.06M +$755K +2,008 +280%
TC
960
Truvestments Capital
Florida
$1.06M -$91.8K -244 -8%
BO
961
BRR OpCo
Ohio
$1.06M +$196K +520 +24%
AA
962
ALPS Advisors
Colorado
$1.06M +$544K +1,447 +114%
S
963
SimplyRich
California
$1.05M
LCM
964
Leisure Capital Management
California
$1.05M -$49.3K -131 -5%
SSA
965
Schonfeld Strategic Advisors
New York
$1.05M +$263K +700 +35%
SSG
966
Summit Securities Group
New York
$1.05M +$1.02M +2,700 New
RWA
967
Ropes Wealth Advisors
Massachusetts
$1.05M
IRC
968
Investors Research Corp
Georgia
$1.05M -$122K -324 -11%
WP
969
WealthSource Partners
California
$1.04M +$16.9K +45 +2%
AIM
970
Aspen Investment Management
Michigan
$1.04M -$376K -1,001 -27%
VWA
971
V Wealth Advisors
Kansas
$1.03M +$263K +699 +36%
HIC
972
Holderness Investments Company
North Carolina
$1.03M -$79K -210 -7%
EAMA
973
EFG Asset Management (Americas)
Florida
$1.02M +$143K +380 +17%
ECAM
974
East Coast Asset Management
Massachusetts
$1.02M -$1.88K -5 -0.2%
SCP
975
Shorepoint Capital Partners
Massachusetts
$1.02M -$55.3K -147 -5%

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.