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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
PCP
1726
Proficio Capital Partners
Massachusetts
-$193K -532 Closed
ATFA
1727
All Terrain Financial Advisors
Minnesota
-$193K -531 Closed
CFA
1728
Camarda Financial Advisors
Florida
-$186K -511 Closed
CBOA
1729
Commonwealth Bank of Australia
Australia
-$140K -390 Closed
MWM
1730
Mascoma Wealth Management
New Hampshire
-$136K -375 Closed
MF
1731
Manchester Financial
California
-$95K -261 Closed
WCA
1732
Windsor Creek Advisors
Vermont
-$85K -234 Closed
AP
1733
Advisors Preferred
Maryland
-$80K -221 Closed
AC
1734
Avestar Capital
New York
-$74K -209 Closed
AWM
1735
Arbor Wealth Management
Florida
-$55K -150 Closed
PRC
1736
Pearl River Capital
Michigan
-$51K -140 Closed
C
1737
Cerebellum
California
-$40K -110 Closed
MAU
1738
MRA Associates USA
Arizona
-$37.8K -104 Closed
SHJ
1739
Sharkey, Howes & Javer
Colorado
-$36K -100 Closed
LA
1740
Legacy Advisors
Pennsylvania
-$36K -98 Closed
PCMK
1741
Paragon Capital Management (Kansas)
Kansas
-$28K -76 Closed
CCM
1742
Cribstone Capital Management
Maine
-$23K -64 Closed
SQA
1743
Simon Quick Advisors
New Jersey
-$8.72K -24 Closed
JGIA
1744
Jackson Grant Investment Advisers
Connecticut
-$8K -21 Closed
NCM
1745
Next Capital Management
New York
-$8K -21 Closed
W
1746
WealthStone
Ohio
-$2.18K -6 Closed
MWC
1747
MKD Wealth Coaches
Michigan
-$2K -5 Closed
PWP
1748
Personal Wealth Partners
Minnesota
+$376 +1 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.