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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
VBFP
1501
Valtinson Bruner Financial Planning
Minnesota
$225K +$222K +590 New
CB
1502
Cadence Bank
Mississippi
$224K -$93.3K -248 -30%
CPA
1503
Court Place Advisors
Maryland
$224K
SFC
1504
SYM Financial Corp
Indiana
$224K +$215K +573 New
VCWA
1505
Vanguard Capital Wealth Advisors
Colorado
$222K
FSA
1506
Fort Sheridan Advisors
Illinois
$222K +$214K +570 New
SHWM
1507
Smith & Howard Wealth Management
Georgia
$221K -$39.5K -105 -16%
LC
1508
Landaas & Company
Wisconsin
$218K
NAMP
1509
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$218K
PCMC
1510
Private Capital Management (Colorado)
Colorado
$216K -$76.3K -203 -27%
MBTD
1511
Mechanics Bank - Trust Department
California
$216K +$209K +555 New
WMA
1512
Wealth Management Associates
New Jersey
$216K +$208K +553 New
MAA
1513
Mraz Amerine & Associates
California
$215K
MCIA
1514
Mountain Capital Investment Advisors
Colorado
$215K +$1.13K +3 +0.5%
FMWA
1515
Forvis Mazars Wealth Advisors
Missouri
$215K +$208K +552 New
PP
1516
PDS Planning
Ohio
$215K +$208K +552 New
ATPW
1517
Ashton Thomas Private Wealth
Arizona
$214K +$207K +550 New
ML
1518
McAdam LLC
Pennsylvania
$214K +$206K +549 New
WCAMG
1519
Woodard & Company Asset Management Group
North Carolina
$213K +$205K +545 New
ABTD
1520
Arvest Bank Trust Division
Oklahoma
$212K +$204K +543 New
MFS
1521
Madrona Financial Services
Washington
$211K -$11.7K -31 -5%
TSW
1522
Thompson Siegel & Walmsley
Virginia
$211K +$54.5K +145 +37%
AAM
1523
Arabesque Asset Management
United Kingdom
$211K +$203K +540 New
MF
1524
Madrona Funds
Washington
$211K +$203K +540 New
SCM
1525
Southport Capital Management
Tennessee
$211K +$203K +541 New

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.