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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
BFA
1126
Beaumont Financial Advisors
Massachusetts
$658K +$206K +547 +48%
DJSG
1127
D.J. St. Germain
Massachusetts
$657K
HC
1128
HNP Capital
New York
$656K +$57.2K +152 +10%
PWMG
1129
Prestige Wealth Management Group
New Jersey
$655K -$12.4K -33 -2%
BAC
1130
Boys Arnold & Co
North Carolina
$655K +$173K +460 +37%
VCM
1131
Virtue Capital Management
Tennessee
$647K -$71.8K -191 -10%
MC
1132
Matisse Capital
Oregon
$646K
IB
1133
Intrust Bank
Kansas
$645K -$9.4K -25 -1%
CIC
1134
Crawford Investment Counsel
Georgia
$642K -$2.63K -7 -0.4%
BFG
1135
Beacon Financial Group
Texas
$641K -$3.01K -8 -0.5%
EWM
1136
Edge Wealth Management
New York
$641K +$564K +1,500 +1,034%
IIC
1137
Ironwood Investment Counsel
Arizona
$639K -$55.7K -148 -8%
CWM
1138
Chesapeake Wealth Management
Virginia
$637K +$614K +1,633 New
NAM
1139
NorthCoast Asset Management
Connecticut
$633K +$610K +1,623 New
MOS
1140
MGO One Seven
Ohio
$629K -$10.2K -27 -2%
TF
1141
TLWM Financial
Texas
$628K -$22.6K -60 -4%
ACM
1142
Ativo Capital Management
Illinois
$627K -$355K -943 -37%
RC
1143
Roundview Capital
New Jersey
$626K +$26.3K +70 +5%
FMII
1144
Farmers & Merchants Investments Inc
Nebraska
$625K
NAMA
1145
Nikko Asset Management Americas
New York
$625K +$40.6K +108 +7%
GPA
1146
Garrison Point Advisors
California
$624K
SW
1147
SlateStone Wealth
Florida
$621K +$598K +1,591 New
PGIM
1148
Pacific Global Investment Management
California
$619K -$36.1K -96 -6%
QPWM
1149
Quadrant Private Wealth Management
Pennsylvania
$618K +$24.8K +66 +4%
FB
1150
Fulton Bank
Pennsylvania
$617K +$71.8K +191 +14%

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.