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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
CWM
1076
Campbell Wealth Management
Virginia
$749K -$376 -1 -0.1%
RHBC
1077
R.H. Bluestein & Co
Michigan
$749K +$3.76K +10 +0.5%
ECM
1078
Exchange Capital Management
Michigan
$749K +$375K +996 +108%
MWC
1079
MBM Wealth Consultants
Missouri
$745K -$24.8K -66 -3%
LA
1080
LVW Advisors
New York
$744K -$35K -93 -5%
AAM
1081
American Asset Management
Florida
$742K +$43.2K +115 +6%
RE
1082
RBC Europe
United Kingdom
$734K +$4.89K +13 +0.7%
CBN
1083
Cadence Bank NA
Texas
$732K -$4.14K -11 -0.6%
CGL
1084
Clarius Group LLC
Washington
$727K +$55.7K +148 +9%
DAM
1085
Diamant Asset Management
Connecticut
$726K
WAM
1086
Wealthspire Advisors (Maryland)
Maryland
$721K -$106K -281 -13%
CCMD
1087
Cypress Capital Management (Delaware)
Delaware
$720K +$29.3K +78 +4%
SA
1088
Strategic Advisors
New York
$715K +$16.9K +45 +3%
WCM
1089
Windsor Capital Management
Arizona
$711K -$12.8K -34 -2%
MAM
1090
Marquette Asset Management
Minnesota
$708K
BST
1091
Bath Savings Trust
Maine
$708K +$2.26K +6 +0.3%
BCM
1092
Brasada Capital Management
Texas
$707K +$11.3K +30 +2%
HCM
1093
Hodges Capital Management
Texas
$705K +$9.4K +25 +1%
BS
1094
Boenning & Scattergood
Pennsylvania
$705K +$376K +1,001 +124%
AA
1095
Ancora Advisors
Ohio
$704K -$56.8K -151 -8%
IFWM
1096
Institute for Wealth Management
Colorado
$703K -$563K -1,496 -45%
FMC
1097
First Merchants Corp
Indiana
$699K +$674K +1,793 New
CPIA
1098
Cornell Pochily Investment Advisors
New York
$697K -$393K -1,046 -37%
GA
1099
Geller Advisors
New York
$697K -$13.5K -36 -2%
HR
1100
Hayden Royal
North Carolina
$695K +$319K +847 +90%

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.