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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
TF
1576
TimeScale Financial
Massachusetts
$135K +$1.88K +5 +1%
BL
1577
Balentine LLC
Georgia
$129K +$114K +302 +1,079%
SAM
1578
Shamrock Asset Management
Texas
$124K -$24.4K -65 -17%
OSAM
1579
O'Shaughnessy Asset Management
Connecticut
$123K +$119K +316 New
BAM
1580
Barrett Asset Management
New York
$121K +$3.76K +10 +3%
RWG
1581
Regal Wealth Group
California
$120K
CAW
1582
Cornerstone Advisors (Washington)
Washington
$118K +$25.6K +68 +29%
PMFA
1583
Plante Moran Financial Advisors
Michigan
$112K -$71.1K -189 -40%
TFA
1584
Toth Financial Advisory
Virginia
$112K -$12.8K -34 -11%
IBOK
1585
Independence Bank of Kentucky
Kentucky
$109K
SCM
1586
Silvant Capital Management
Georgia
$108K -$22.6K -60 -18%
WEC
1587
Winslow Evans & Crocker
Massachusetts
$108K
CAL
1588
Capital Advisors Ltd
Ohio
$106K -$41.4K -110 -29%
PFO
1589
Pathstone Family Office
New Jersey
$104K -$57.9K -154 -37%
LWA
1590
Lenox Wealth Advisors
New York
$104K -$3.01K -8 -3%
TA
1591
Thor Advisors
New York
$103K +$99.3K +264 New
SCA
1592
Stonebridge Capital Advisors
Minnesota
$100K -$10.2K -27 -10%
TFO
1593
Tarbox Family Office
California
$100K
EW
1594
Evoke Wealth
California
$98.3K +$94.8K +252 New
PB
1595
Pinnacle Bancorp
Nebraska
$98K -$9.4K -25 -9%
NCM
1596
Nelson Capital Management
California
$98K +$37.6K +100 +67%
CA
1597
Centerpoint Advisors
Massachusetts
$96K
CBT
1598
Central Bank & Trust
Kentucky
$94K -$9.4K -25 -9%
POIA
1599
Pin Oak Investment Advisors
Texas
$92K
MCA
1600
Mercer Capital Advisers
New Jersey
$88K

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.