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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
NP
1151
NorthRock Partners
Minnesota
$617K +$232K +618 +64%
FPB
1152
First PREMIER Bank
South Dakota
$616K
PP
1153
Pegasus Partners
Wisconsin
$610K -$1.07M -2,847 -65%
TPWA
1154
TRUE Private Wealth Advisors
Oregon
$609K +$36.9K +98 +7%
MFG
1155
MidWestOne Financial Group
Iowa
$605K
SCM
1156
Stevens Capital Management
Pennsylvania
$605K +$583K +1,551 New
LA
1157
LexAurum Advisors
Kansas
$602K +$4.14K +11 +0.7%
LSPW
1158
Lake Street Private Wealth
Illinois
$602K +$60.9K +162 +12%
FHA
1159
First Horizon Advisors
Tennessee
$599K +$55.7K +148 +11%
BS
1160
Bessemer Securities
New York
$595K
TA
1161
TFG Advisers
Michigan
$594K -$5.64K -15 -1%
HI
1162
Hudock Inc
Pennsylvania
$592K +$139K +370 +32%
STMM
1163
South Texas Money Management
Texas
$590K +$125K +333 +28%
FPIS
1164
Financial Planning & Information Services
Wisconsin
$587K
AFM
1165
Andesa Financial Management
Pennsylvania
$587K +$24.1K +64 +4%
MWM
1166
Mission Wealth Management
California
$586K -$74.8K -199 -12%
SG
1167
StoneX Group
New York
$586K +$166K +442 +42%
PIA
1168
Pinion Investment Advisors
Kansas
$585K -$70.3K -187 -11%
AAP
1169
Aristotle Atlantic Partners
Florida
$585K
LMAM
1170
Legg Mason Asset Management
Japan
$585K +$60.2K +160 +12%
PPCM
1171
Pillar Pacific Capital Management
California
$580K -$7.52K -20 -1%
PWLP
1172
Prio Wealth Limited Partnership
Massachusetts
$580K +$559K +1,486 New
BWM
1173
BT Wealth Management
Georgia
$579K
VCA
1174
Verdence Capital Advisors
Maryland
$579K +$376 +1 +0.1%
ABC
1175
Associated Banc-Corp
Wisconsin
$579K +$284K +755 +103%

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.