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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
Sumitomo Mitsui Trust Group
26
Sumitomo Mitsui Trust Group
Japan
$391M +$6.63M +17,638 +2%
BG
27
Bahl & Gaynor
Ohio
$374M -$8.09M -21,503 -2%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$368M +$28M +74,400 +9%
Adage Capital Partners
29
Adage Capital Partners
Massachusetts
$334M +$187M +496,728 +138%
Prudential Financial
30
Prudential Financial
New Jersey
$318M +$11.2M +29,813 +4%
American Century Companies
31
American Century Companies
Missouri
$315M -$37.1M -98,590 -11%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$306M +$4.16M +11,054 +1%
PPA
33
Parametric Portfolio Associates
Washington
$299M +$19.7M +52,341 +7%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$297M +$18.7M +49,818 +7%
Bessemer Group
35
Bessemer Group
New Jersey
$288M +$2.83M +7,528 +1%
Franklin Resources
36
Franklin Resources
California
$283M +$7.4M +19,681 +3%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$246M -$4.02M -10,695 -2%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$240M +$69.1M +183,639 +43%
AQR Capital Management
39
AQR Capital Management
Connecticut
$237M +$64.4M +171,251 +39%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$219M +$407K +1,082 +0.2%
RJA
41
Raymond James & Associates
Florida
$209M +$12.9M +34,360 +7%
WRF
42
Waddell & Reed Financial
Kansas
$206M -$22.9M -60,904 -10%
UBS AM
43
UBS AM
Illinois
$204M -$13.6M -36,034 -6%
EAM
44
Eagle Asset Management
Florida
$196M +$21.1M +56,146 +13%
Deutsche Bank
45
Deutsche Bank
Germany
$193M -$43.3M -115,089 -19%
AllianceBernstein
46
AllianceBernstein
Tennessee
$182M +$1.28M +3,409 +0.7%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$178M +$455K +1,211 +0.3%
Allianz Asset Management
48
Allianz Asset Management
Germany
$172M -$9.37M -24,928 -5%
Chevy Chase Trust
49
Chevy Chase Trust
Maryland
$169M +$931K +2,475 +0.6%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$167M -$28.7M -76,365 -15%

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.