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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
WWM
1226
Windsor Wealth Management
Indiana
$493K -$27.1K -72 -5%
PFGIA
1227
Patriot Financial Group Insurance Agency
Massachusetts
$485K +$13.2K +35 +3%
KFS
1228
Kelly Financial Services
Massachusetts
$484K +$376 +1 +0.1%
TCM
1229
Teza Capital Management
Illinois
$484K -$80.9K -215 -15%
PP
1230
PagnatoKarp Partners
Virginia
$483K +$31.6K +84 +7%
TC
1231
Trust Company
Kansas
$480K -$591K -1,571 -56%
PAI
1232
Pittenger & Anderson Inc
Nebraska
$480K
GCMG
1233
Gyroscope Capital Management Group
Florida
$478K +$56.4K +150 +14%
MCWS
1234
McKinley Carter Wealth Services
West Virginia
$476K +$47K +125 +11%
AWM
1235
Altium Wealth Management
New York
$474K +$22.6K +60 +5%
IWC
1236
Integrated Wealth Concepts
Massachusetts
$474K +$36.5K +97 +9%
DWT
1237
Dorsey & Whitney Trust
South Dakota
$473K +$98.9K +263 +28%
CF
1238
Centaurus Financial
California
$472K -$48.1K -128 -10%
ADL
1239
Asset Dedication LLC
California
$472K +$69.6K +185 +18%
AC
1240
Alexandria Capital
Virginia
$470K -$56K -149 -11%
CFMC
1241
Curbstone Financial Management Corp
New Hampshire
$470K -$9.03K -24 -2%
DT
1242
Diversified Trust
Tennessee
$469K -$1.13K -3 -0.2%
CA
1243
Cullinan Associates
Kentucky
$468K
CFA
1244
Carroll Financial Associates
North Carolina
$467K -$20.3K -54 -4%
SP
1245
SWS Partners
Ohio
$466K -$47.8K -127 -10%
FCFC
1246
First Commonwealth Financial Corp
Pennsylvania
$466K +$114K +304 +34%
TCM
1247
Telos Capital Management
California
$466K +$153K +406 +51%
SC
1248
SRB Corp
Massachusetts
$464K -$79.4K -211 -15%
FEM
1249
Fulcrum Equity Management
Texas
$464K +$12K +32 +3%
NQWM
1250
Northwest Quadrant Wealth Management
Oregon
$463K +$5.26K +14 +1%

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.