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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
GAM
1001
Griffin Asset Management
New York
$950K -$286K -760 -24%
TWA
1002
TCI Wealth Advisors
Arizona
$950K +$69.9K +186 +8%
BCMO
1003
Buckingham Capital Management (Ohio)
Ohio
$949K
ODCM
1004
Old Dominion Capital Management
Virginia
$943K +$35.4K +94 +4%
FNFDCM
1005
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$941K +$193K +512 +27%
MCM
1006
MV Capital Management
Maryland
$938K +$33.1K +88 +4%
EHWM
1007
Eads & Heald Wealth Management
Georgia
$926K -$28.2K -75 -3%
FG
1008
Fiduciary Group
Georgia
$922K -$68.1K -181 -7%
PG
1009
Patten Group
Tennessee
$919K
DC
1010
DeDora Capital
California
$918K +$150K +399 +20%
RCA
1011
Rowland Carmichael Advisors
Arizona
$914K -$123K -328 -12%
EFSCE
1012
Enterprise Financial Services Corp (EFSC)
Missouri
$908K +$3.38K +9 +0.4%
MWA
1013
Meridian Wealth Advisors
Texas
$907K +$490K +1,304 +128%
FFA
1014
First Foundation Advisors
California
$899K +$47K +125 +6%
EH
1015
Employers Holdings
Nevada
$898K -$1.35M -3,600 -61%
OFW
1016
Omnia Family Wealth
Florida
$888K
HH
1017
HWG Holdings
Texas
$885K -$74.5K -198 -8%
S
1018
SignatureFD
Georgia
$885K +$71.5K +190 +9%
TBA
1019
Tower Bridge Advisors
Pennsylvania
$882K +$26.3K +70 +3%
NHC
1020
Nicholas Hoffman & Company
Georgia
$882K +$6.02K +16 +0.7%
CA
1021
Claro Advisors
Massachusetts
$879K -$9.78K -26 -1%
PMG
1022
ProVise Management Group
Florida
$878K
CA
1023
Calton & Associates
Florida
$876K +$35.7K +95 +4%
FWCM
1024
Ferguson Wellman Capital Management
Oregon
$875K -$81.6K -217 -9%
APW
1025
Acima Private Wealth
Virginia
$870K

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.