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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
CC
976
Cedar Capital
Illinois
$1.02M -$25.6K -68 -3%
Lido Advisors
977
Lido Advisors
California
$1.01M -$48.5K -129 -5%
FWP
978
FAS Wealth Partners
Kansas
$1.01M +$47K +125 +5%
DSC
979
Duncker Streett & Co
Missouri
$1M
GJIC
980
Gamble Jones Investment Counsel
California
$991K -$105K -278 -10%
RGC
981
Roberts, Glore & Co
Illinois
$990K -$25.9K -69 -3%
GAMC
982
Garner Asset Management Corp
Texas
$990K +$376 +1 +0%
OAM
983
Oxford Asset Management
United Kingdom
$985K -$1.95M -5,178 -67%
SCM
984
SOL Capital Management
Maryland
$984K -$24.4K -65 -3%
Capstone Investment Advisors
985
Capstone Investment Advisors
New York
$984K +$783K +2,083 +474%
Koshinski Asset Management
986
Koshinski Asset Management
Illinois
$983K -$126K -335 -12%
FHA
987
Flagship Harbor Advisors
Massachusetts
$983K -$23.3K -62 -2%
SA
988
SL Advisors
New Jersey
$981K -$91.4K -243 -9%
SXL
989
Summit X LLC
Missouri
$973K -$10.5K -28 -1%
RC
990
RegentAtlantic Capital
New Jersey
$973K +$11.7K +31 +1%
MIH
991
Meitav Investment House
Israel
$973K +$109K +289 +13%
SCM
992
Shelton Capital Management
Colorado
$968K
FFN
993
Focus Financial Network
Minnesota
$965K +$48.1K +128 +5%
BDF
994
Balasa Dinverno & Foltz
$964K +$94K +250 +11%
EWF
995
Epstein & White Financial
California
$961K +$298K +792 +48%
RG
996
Rikoon Group
New Mexico
$959K
WBG
997
Wharton Business Group
Pennsylvania
$958K
ASC
998
Atalanta Sosnoff Capital
New York
$957K
CCC
999
Chelsea Counsel Company
California
$957K
SC
1000
SouthState Corp
Florida
$956K -$46.3K -123 -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.