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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
CHA
1026
Carmichael Hill & Associates
Maryland
$866K -$48.1K -128 -5%
BBA
1027
BLB&B Advisors
Pennsylvania
$862K
OFS
1028
Orrstown Financial Services
Pennsylvania
$862K
THWM
1029
Taylor Hoffman Wealth Management
Virginia
$860K +$24.8K +66 +3%
RCM
1030
Radnor Capital Management
Pennsylvania
$856K
CAM
1031
Carret Asset Management
New York
$847K -$2.26K -6 -0.3%
GWAG
1032
Garrett Wealth Advisory Group
Texas
$844K +$1.5K +4 +0.2%
BC
1033
Burleson & Co
California
$843K +$2.26K +6 +0.3%
GCA
1034
Gradient Capital Advisors
California
$843K +$59.4K +158 +8%
PCM
1035
Prelude Capital Management
New York
$843K +$531K +1,412 +188%
MGIA
1036
Moneta Group Investment Advisors
Missouri
$839K +$109K +289 +16%
AOWM
1037
Alpha Omega Wealth Management
Virginia
$838K +$73K +194 +10%
AIM
1038
Anchor Investment Management
South Carolina
$837K +$5.64K +15 +0.7%
RMAM
1039
Raab & Moskowitz Asset Management
New Jersey
$836K -$28.2K -75 -3%
EWA
1040
EP Wealth Advisors
California
$828K +$16.9K +45 +2%
EGA
1041
E&G Advisors
Texas
$819K +$37.6K +100 +5%
NL
1042
NVWM LLC
Pennsylvania
$818K +$10.5K +28 +1%
NFG
1043
Nations Financial Group
Iowa
$816K +$571K +1,519 +235%
LPIC
1044
LeJeune Puetz Investment Counsel
Michigan
$814K -$45.1K -120 -5%
GI
1045
GAMCO Investors
Connecticut
$809K
TYCC
1046
Texas Yale Capital Corp
Florida
$807K -$156K -415 -17%
CG
1047
Caprock Group
Idaho
$807K -$94.4K -251 -11%
PA
1048
Probity Advisors
Texas
$807K +$1.5K +4 +0.2%
PFA
1049
Pure Financial Advisors
California
$805K
HFM
1050
Harvest Fund Management
China
$805K +$228K +605 +41%

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.