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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
BFC
1601
Bedel Financial Consulting
Indiana
$87K +$8.65K +23 +12%
WC
1602
Weil Company
California
$84K +$81.2K +216 New
RFWA
1603
RPg Family Wealth Advisory
Massachusetts
$81.9K +$79K +210 New
EWM
1604
Endurance Wealth Management
Rhode Island
$80K -$8.65K -23 -10%
SLF
1605
Sun Life Financial
Ontario, Canada
$79K +$1.5K +4 +2%
FPFS
1606
First Personal Financial Services
North Carolina
$78K -$136K -361 -64%
RAM
1607
Riggs Asset Management
Pennsylvania
$78K
FWM
1608
Focused Wealth Management
New York
$73K +$376 +1 +0.5%
FBT
1609
First Bank & Trust
South Dakota
$70K -$1.5K -4 -2%
HFM
1610
Hartford Financial Management
Connecticut
$69K
AM
1611
Atwater Malick
Pennsylvania
$68K +$65.8K +175 New
BWM
1612
BerganKDV Wealth Management
Minnesota
$66K -$67.7K -180 -52%
NSIM
1613
North Star Investment Management
Illinois
$65K +$62.4K +166 New
PCM
1614
Princeton Capital Management
New Jersey
$64K +$28.2K +75 +83%
CAGAS
1615
Capital Advisory Group Advisory Services
Minnesota
$63K
AJ
1616
Ashburton (Jersey)
Jersey
$62K
NC
1617
NewSquare Capital
Pennsylvania
$62K +$16.9K +45 +39%
CLOS
1618
Compagnie Lombard Odier SCmA
Switzerland
$59K
BCM
1619
Blume Capital Management
California
$58K
JWA
1620
JFS Wealth Advisors
Pennsylvania
$58K
RA
1621
Rational Advisors
New York
$56K -$917K -2,438 -94%
FGAM
1622
Financial Gravity Asset Management
Texas
$55K -$13.9K -37 -21%
LWANC
1623
Laurel Wealth Advisors (North Carolina)
North Carolina
$54K
WAS
1624
Winch Advisory Services
Wisconsin
$54K
TCM
1625
Tradewinds Capital Management
Washington
$53K +$752 +2 +2%

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.