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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
Comerica Bank
226
Comerica Bank
Texas
$18.1M -$866K -2,303 -5%
Mitsubishi UFJ Asset Management
227
Mitsubishi UFJ Asset Management
Japan
$18.1M +$801K +2,130 +5%
ASRS
228
Arizona State Retirement System
Arizona
$18.1M -$131K -348 -0.7%
PFPT
229
Pinnacle Financial Partners (Tennessee)
Tennessee
$18.1M +$688K +1,830 +4%
TPSF
230
Texas Permanent School Fund
Texas
$18.1M -$419K -1,113 -2%
CCG
231
Cypress Capital Group
Florida
$17.9M -$80.5K -214 -0.5%
Creative Planning
232
Creative Planning
Kansas
$17.9M +$607K +1,613 +4%
GMI
233
Greystone Managed Investments
Saskatchewan, Canada
$17.5M -$590K -1,568 -3%
SOADOR
234
State of Alaska Department of Revenue
Alaska
$17.2M -$8.59M -22,843 -34%
Renaissance Technologies
235
Renaissance Technologies
New York
$17.2M +$13.9M +36,891 +520%
USAA
236
United Services Automobile Association
Texas
$17.1M -$102M -271,736 -86%
CNAM
237
Campbell Newman Asset Management
Wisconsin
$17M +$21.8K +58 +0.1%
NB
238
Norinchukin Bank
Japan
$16.8M +$518K +1,378 +3%
CDH
239
Charles D. Hyman
$16.6M +$4.04M +10,745 +34%
Ninety One (UK)
240
Ninety One (UK)
United Kingdom
$16.4M -$24.1K -64 -0.2%
ProShare Advisors
241
ProShare Advisors
Maryland
$16.2M +$532K +1,415 +4%
SSA
242
South Street Advisors
New York
$16.1M -$120K -318 -0.8%
AB
243
Amalgamated Bank
New York
$16.1M +$3.14M +8,356 +25%
Teacher Retirement System of Texas
244
Teacher Retirement System of Texas
Texas
$16M +$3.8M +10,093 +33%
RIG
245
Roosevelt Investment Group
New York
$16M +$123K +327 +0.8%
MML Investors Services
246
MML Investors Services
Massachusetts
$15.8M +$317K +842 +2%
GCC
247
Guardian Capital (Canada)
Ontario, Canada
$15.7M -$124K -330 -0.8%
Jacobs Levy Equity Management
248
Jacobs Levy Equity Management
New Jersey
$15.5M +$8.39M +22,297 +127%
SMDAM
249
Sumitomo Mitsui DS Asset Management
Japan
$15.5M +$7.85M +20,879 +111%
SDJVC
250
St. Denis J. Villere & Co
Louisiana
$15.5M -$113K -300 -0.8%

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.