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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
MIM
1651
Macroview Investment Management
Maryland
$27K
EIM
1652
Essex Investment Management
Massachusetts
$25K
NSB
1653
Norway Savings Bank
Maine
$25K
WCG
1654
Weaver Consulting Group
California
$22K
IAS
1655
IMA Advisory Services
Colorado
$21K
GWA
1656
Guidant Wealth Advisors
Illinois
$21K +$1.13K +3 +6%
JFA
1657
JNBA Financial Advisors
Minnesota
$21K +$3.76K +10 +22%
LWM
1658
Lenox Wealth Management
Ohio
$21K +$20.3K +54 New
AIM
1659
Arcadia Investment Management
Michigan
$20K -$18.8K -50 -50%
HCA
1660
Horan Capital Advisors
Ohio
$18K +$16.9K +45 New
ECM
1661
Estabrook Capital Management
New York
$17.9K +$17.3K +46 New
CFD
1662
Creative Financial Designs
Indiana
$17K -$276K -734 -94%
EWA
1663
Evolution Wealth Advisors
Florida
$16K
ST
1664
Sageworth Trust
Pennsylvania
$16K
TIM
1665
Tortoise Investment Management
New York
$16K
GT
1666
Glenmede Trust
Pennsylvania
$15.8K +$935K +2,486 +7%
LWCFA
1667
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
AWM
1668
Avondale Wealth Management
Texas
$11K
BEI
1669
Benjamin Edwards Inc
Missouri
$10K -$22.9K -61 -70%
PCFFS
1670
Pacific Center for Financial Services
California
$10K
SFA
1671
Semmax Financial Advisors
North Carolina
$10K +$1.88K +5 +25%
GSC
1672
G&S Capital
Colorado
$8K
UB
1673
UMB Bank
Missouri
$7.16K -$191K -507 -3%
GC
1674
Globeflex Capital
California
$7K
AS
1675
Altshuler Shaham
Israel
$7K +$6.39K +17 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.