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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
CT
1426
Cambridge Trust
Massachusetts
$271K
FNBOSM
1427
First National Bank of South Miami
Florida
$271K
SIM
1428
SSI Investment Management
California
$271K
DAM
1429
Delta Asset Management
Tennessee
$271K +$13.2K +35 +5%
CWM
1430
Cornerstone Wealth Management
Missouri
$271K +$24.8K +66 +11%
GAM
1431
GQ Asset Management
New York
$271K +$261K +695 New
EI
1432
Ellevest Inc
New York
$270K -$27.8K -74 -10%
BB
1433
Bell Bank
North Dakota
$269K
AFNAS
1434
American Financial Network Advisory Services
California
$268K -$181K -480 -41%
JMH
1435
J.M. Hartwell
New York
$267K -$27.1K -72 -10%
MFG
1436
Merit Financial Group
Georgia
$266K +$19.2K +51 +8%
RFM
1437
Royal Fund Management
Florida
$266K +$174K +462 +210%
SWA
1438
SFMG Wealth Advisors
Texas
$265K -$8.65K -23 -3%
PS
1439
Portfolio Strategies
New York
$265K
Fiera Capital (Canada)
1440
Fiera Capital (Canada)
Quebec, Canada
$265K +$256K +680 New
EM
1441
ELCO Management
New York
$263K
FDS
1442
First Dallas Securities
Texas
$263K
TH
1443
TCTC Holdings
Texas
$263K
GIA
1444
Gladstone Institutional Advisory
Florida
$263K +$253K +672 New
MWPCG
1445
Measured Wealth Private Client Group
New Hampshire
$262K -$56.4K -150 -18%
SDAM
1446
Shulman DeMeo Asset Management
New York
$261K +$752 +2 +0.3%
PP
1447
Paloma Partners
Connecticut
$261K +$252K +670 New
CG
1448
CFO4Life Group
Texas
$260K +$1.13K +3 +0.5%
DLA
1449
Douglas Lane & Associates
New York
$260K +$3.01K +8 +1%
PCIA
1450
Prime Capital Investment Advisors
Kansas
$259K -$70.7K -188 -22%

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.