We are live on ! Find out more
LMT icon

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
WPW
1551
Winthrop Partners - WNY
New York
$195K
MRCM
1552
M&R Capital Management
New Jersey
$195K
WCM
1553
Wunderlich Capital Managemnt
Tennessee
$195K +$11.7K +31 +7%
CIA
1554
CSat Investment Advisory
Michigan
$195K +$25.2K +67 +15%
QCIG
1555
Quad-Cities Investment Group
Iowa
$189K +$376 +1 +0.2%
FIB
1556
First Interstate Bank
Montana
$185K
BCA
1557
Bray Capital Advisors
Florida
$181K
SIC
1558
Salem Investment Counselors
North Carolina
$181K
AAP
1559
Arax Advisory Partners
Colorado
$179K
CH
1560
Canton Hathaway
Rhode Island
$174K -$39.9K -106 -19%
PFSC
1561
Peoples Financial Services Corp
Pennsylvania
$172K -$3.76K -10 -2%
PO
1562
Private Ocean
California
$171K +$19.2K +51 +13%
HWA
1563
Heritage Wealth Advisors
Virginia
$169K
BWA
1564
Burt Wealth Advisors
Maryland
$160K
LGWM
1565
Litman Gregory Wealth Management
California
$156K -$55.3K -147 -27%
CPA
1566
Cowen Prime Advisors
New York
$156K
AssetMark Inc
1567
AssetMark Inc
California
$154K -$769K -2,044 -84%
SC
1568
Sawyer & Company
Massachusetts
$154K -$11.3K -30 -7%
UFF
1569
USA Financial Formulas
Michigan
$153K +$148K +393 New
HCM
1570
HMS Capital Management
Tennessee
$151K
MFT
1571
Moisand Fitzgerald Tamayo
Florida
$148K -$2.63K -7 -2%
VC
1572
Vestor Capital
Illinois
$142K +$3.76K +10 +3%
LWM
1573
Liberty Wealth Management
California
$139K -$32K -85 -19%
GAM
1574
Gemmer Asset Management
California
$137K -$45.5K -121 -26%
HCM
1575
Highlander Capital Management
New Jersey
$137K

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.