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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
PAS
1451
Partnervest Advisory Services
California
$259K +$21.4K +57 +9%
ECM
1452
Evergreen Capital Management
Washington
$258K +$3.38K +9 +1%
AF
1453
Allworth Financial
California
$258K +$12.8K +34 +5%
ISL
1454
Ingalls & Snyder LLC
New York
$257K -$3.01K -8 -1%
CAM
1455
ClariVest Asset Management
California
$257K
LDFR
1456
Lehman & Derafelo Financial Resources
Pennsylvania
$256K
SSWM
1457
Sheets Smith Wealth Management
North Carolina
$256K
FI
1458
Fosun International
China
$256K +$248K +660 New
AWCI
1459
Alpine Woods Capital Investors
New York
$254K
DSAM
1460
Dock Street Asset Management
Florida
$252K
Skandinaviska Enskilda Banken (SEB)
1461
Skandinaviska Enskilda Banken (SEB)
Sweden
$252K
TI
1462
Truepoint Inc
Ohio
$252K
NCM
1463
Noesis Capital Mangement
Florida
$252K +$2.26K +6 +0.9%
LSAG
1464
Lake Street Advisors Group
New Hampshire
$251K +$61.7K +164 +28%
DIP
1465
DT Investment Partners
Pennsylvania
$250K
DI
1466
DFPG Investments
Utah
$247K +$243K +646 New
PFBT
1467
Parkside Financial Bank & Trust
Missouri
$245K +$1.13K +3 +0.5%
PCG
1468
Private Capital Group
Connecticut
$245K +$9.4K +25 +4%
NCM
1469
Northside Capital Management
Oregon
$245K +$237K +629 New
RM
1470
Resource Management
Louisiana
$243K
CHC
1471
City Holding Co
West Virginia
$243K +$9.4K +25 +4%
RFN
1472
RDA Financial Network
Iowa
$242K -$1.13K -3 -0.5%
WANY
1473
Wealthspire Advisors (New York)
New York
$242K +$233K +620 New
SVCP
1474
Silicon Valley Capital Partners
California
$242K +$234K +621 New
RT
1475
Rockland Trust
Massachusetts
$241K -$1.13K -3 -0.5%

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.