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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
AIP
1251
Almanack Investment Partners
Pennsylvania
$463K +$6.39K +17 +1%
AFS
1252
Access Financial Services
Minnesota
$461K
SYBT
1253
Stock Yards Bank & Trust
Kentucky
$459K
GWM
1254
GSB Wealth Management
Connecticut
$459K +$197K +525 +81%
BKA
1255
Brick & Kyle Associates
Pennsylvania
$456K +$9.78K +26 +2%
BCI
1256
Brinker Capital Investments
Pennsylvania
$454K -$79K -210 -15%
BEAM
1257
Baker Ellis Asset Management
Washington
$454K -$26.3K -70 -6%
VHAM
1258
Van Hulzen Asset Management
California
$454K +$438K +1,165 New
NDSI
1259
Newman Dignan & Sheerar Inc
Rhode Island
$450K
WP
1260
WMS Partners
Maryland
$449K +$3.01K +8 +0.7%
ET
1261
Equitable Trust
Tennessee
$449K +$127K +337 +41%
SWA
1262
Stratos Wealth Advisors
Ohio
$444K
VIA
1263
Vident Investment Advisory
Georgia
$443K -$7.14K -19 -2%
CBFP
1264
Cedar Brook Financial Partners
Ohio
$443K +$97K +258 +29%
RMDI
1265
R.M. Davis Inc
Maine
$442K +$174K +463 +69%
CTA
1266
Colonial Trust Advisors
South Carolina
$440K +$150K +400 +55%
FMW
1267
Farr Miller & Washington
District of Columbia
$439K +$30.1K +80 +8%
TIM
1268
Thornburg Investment Management
New Mexico
$437K -$175K -466 -29%
TSWM
1269
Triangle Securities Wealth Management
North Carolina
$435K -$101K -268 -19%
TF
1270
Tompkins Financial
New York
$433K -$67.3K -179 -14%
PCMC
1271
Paragon Capital Management (Colorado)
Colorado
$431K +$3.01K +8 +0.7%
WKWM
1272
Walter & Keenan Wealth Management
Indiana
$428K
PWM
1273
Paulson Wealth Management
Illinois
$428K +$28.6K +76 +7%
TSS
1274
Two Sigma Securities
New York
$428K +$413K +1,098 New
HC
1275
Hourglass Capital
Texas
$421K

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.