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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
RWA
1276
Redhawk Wealth Advisors
Minnesota
$421K +$394K +1,047 +3,377%
CFS
1277
CRA Financial Services
New Jersey
$420K -$41.7K -111 -9%
LBC
1278
Lawrence B. Cohen
$417K +$178K +472 +79%
NL
1279
NWAM LLC
Washington
$414K +$11.3K +30 +3%
BHBT
1280
Burke & Herbert Bank & Trust
Virginia
$412K
TBNY
1281
Trustco Bank (New York)
New York
$412K
SEM
1282
Suncoast Equity Management
Florida
$411K +$185K +492 +88%
BP
1283
Ballentine Partners
Massachusetts
$410K -$13.5K -36 -3%
LB
1284
Legacy Bridge
Iowa
$409K -$9.4K -25 -2%
FAN
1285
Financial Advisors Network
California
$408K
BMO
1286
Beck Mack & Oliver
New York
$407K -$5.64K -15 -1%
CAM
1287
Cresset Asset Management
Illinois
$407K +$7.52K +20 +2%
MAM
1288
Meeder Asset Management
Ohio
$407K +$184K +489 +88%
GWS
1289
Glassman Wealth Services
Virginia
$406K +$6.02K +16 +2%
AFP
1290
Ausdal Financial Partners
Iowa
$405K +$25.9K +69 +7%
SIAS
1291
Shine Investment Advisory Services
Colorado
$401K -$3.76K -10 -1%
MFW
1292
Meristem Family Wealth
Minnesota
$401K +$44K +117 +13%
MYIA
1293
Mount Yale Investment Advisors
Colorado
$400K +$30.5K +81 +8%
ACM
1294
Argent Capital Management
Missouri
$399K +$10.9K +29 +3%
ARMT
1295
Amica Retiree Medical Trust
Rhode Island
$396K
EWM
1296
Empirical Wealth Management
Washington
$396K +$171K +456 +82%
JIC
1297
Joel Isaacson & Co
New York
$394K -$39.5K -105 -9%
QAM
1298
QCI Asset Management
New York
$392K -$44.4K -118 -10%
KTC
1299
Kistler-Tiffany Companies
Pennsylvania
$391K +$752 +2 +0.2%
ACA
1300
Ackerman Capital Advisors
Texas
$390K

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.