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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
1176
Confluence Wealth Management
Oregon
$578K +$376 +1 +0.1%
CCM
1177
Crabel Capital Management
California
$578K +$557K +1,481 New
PFT
1178
Providence First Trust
Arizona
$577K +$556K +1,479 New
CP
1179
Camelot Portfolios
Ohio
$576K
ACM
1180
Allred Capital Management
Texas
$570K -$161K -429 -22%
SBA
1181
Secrest Blakey & Associates
North Carolina
$569K -$2.26K -6 -0.4%
MM
1182
Meridian Management
Arkansas
$569K
WTB
1183
Washington Trust Bank
Washington
$569K +$10.5K +28 +2%
CIM
1184
CIM Investment Management
Pennsylvania
$561K -$49.3K -131 -8%
TW
1185
Transform Wealth
Colorado
$559K -$475K -1,264 -47%
CPIG
1186
Chicago Partners Investment Group
Illinois
$559K +$25.9K +69 +5%
PL
1187
Perpetual Ltd
Australia
$556K +$75.2K +200 +16%
DA
1188
Doliver Advisors
Texas
$552K +$50K +133 +10%
JT
1189
Jump Trading
Illinois
$552K +$533K +1,416 New
IC
1190
Inscription Capital
Texas
$551K -$40.2K -107 -7%
QCG
1191
Quadrant Capital Group
Ohio
$548K -$7.14K -19 -1%
WCA
1192
Waratah Capital Advisors
Ontario, Canada
$545K +$525K +1,397 New
PGFC
1193
Peapack-Gladstone Financial Corp
New Jersey
$541K -$39.1K -104 -7%
BW
1194
Bison Wealth
Georgia
$539K +$4.89K +13 +0.9%
CAAS
1195
Capital Asset Advisory Services
Michigan
$536K
KFA
1196
Krane Funds Advisors
New York
$536K +$490K +1,304 +1,837%
SA
1197
Sicart Associates
New York
$536K +$517K +1,375 New
BWP
1198
Bernardo Wealth Planning
Pennsylvania
$534K -$47.4K -126 -8%
TW
1199
TrinityPoint Wealth
Connecticut
$533K +$149K +397 +39%
BL
1200
BFSG LLC
California
$533K +$514K +1,367 New

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.