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
EIP
1626
Ellis Investment Partners
Pennsylvania
$53K +$15K +40 +41%
CA
1627
Crewe Advisors
Utah
$52K
RIA
1628
RPG Investment Advisory
California
$51K
BWA
1629
BDO Wealth Advisors
Florida
$51K +$30.1K +80 +160%
HIM
1630
Hillsdale Investment Management
Ontario, Canada
$50K +$4.51K +12 +10%
HS
1631
Horan Securities
United States
$49K
SWP
1632
Strategic Wealth Partners
Ohio
$48K -$20.7K -55 -19%
VEA
1633
Virtus ETF Advisers
New York
$46K
EARNEST Partners
1634
EARNEST Partners
Georgia
$44K
TFS
1635
TrustCore Financial Services
Tennessee
$44K
ACA
1636
Aptus Capital Advisors
Alabama
$42K +$41.4K +110 New
CI
1637
CX Institutional
Indiana
$39K -$14.3K -38 -28%
TFGT
1638
TS Financial Group (TSFG)
Illinois
$39K +$22.6K +60 +150%
O
1639
Ossiam
France
$38K -$34.2K -91 -48%
KWA
1640
KCS Wealth Advisory
California
$37.4K +$36.1K +96 New
SBL
1641
Sargent Bickham Lagudis
Colorado
$37K
CIA
1642
Cascade Investment Advisors
Oregon
$35.1K
FPS
1643
Fieldpoint Private Securities
Connecticut
$34K
GWMIA
1644
Global Wealth Management Investment Advisory
Florida
$32K -$2.26K -6 -7%
ME
1645
McIlrath & Eck
Washington
$31K -$376 -1 -1%
ARMC
1646
American Research & Management Company
Massachusetts
$29K
WCM
1647
Wealthcare Capital Management
Virginia
$29K
AIS
1648
Accurate Investment Solutions
Pennsylvania
$29K +$20.3K +54 +257%
CDIA
1649
Capital Directions Investment Advisors
Georgia
$29K +$28.2K +75 New
HIIFS
1650
Harel Insurance Investments & Financial Services
Israel
$27K -$20.2M -53,845 -100%

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.