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
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$164M +$1.77M +4,705 +1%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$162M +$9.3M +24,721 +6%
SCM
53
Suvretta Capital Management
New York
$156M -$90.7M -241,306 -38%
Principal Financial Group
54
Principal Financial Group
Iowa
$146M +$2.25M +5,976 +2%
GQG Partners
55
GQG Partners
Florida
$146M +$135M +359,618 +2,323%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$145M +$4.75M +12,638 +4%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$139M +$37.3M +99,298 +39%
Barclays
58
Barclays
United Kingdom
$138M -$47.1M -125,308 -26%
CIM
59
Confluence Investment Management
Missouri
$137M +$331K +881 +0.3%
Stifel Financial
60
Stifel Financial
Missouri
$134M -$17.3M -45,979 -12%
Victory Capital Management
61
Victory Capital Management
Texas
$130M +$73.6M +195,662 +143%
CB
62
Commerce Bank
Missouri
$129M +$2.33M +6,186 +2%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$128M +$197K +525 +0.2%
Citigroup
64
Citigroup
New York
$127M -$14.9M -39,636 -11%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$124M -$7.99M -21,255 -6%
Public Employees Retirement Association of Colorado
66
Public Employees Retirement Association of Colorado
Colorado
$124M -$200K -531 -0.2%
Robeco Institutional Asset Management
67
Robeco Institutional Asset Management
Netherlands
$122M +$13.5M +35,872 +13%
EIP
68
Epoch Investment Partners
New York
$120M -$32.7M -87,059 -22%
National Pension Service
69
National Pension Service
South Korea
$114M +$5.14M +13,669 +5%
State of Tennessee, Department of Treasury
70
State of Tennessee, Department of Treasury
Tennessee
$114M +$625K +1,661 +0.6%
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$109M +$1.35M +3,581 +1%
Mackenzie Financial
72
Mackenzie Financial
Ontario, Canada
$104M +$2.3M +6,104 +2%
JMPWA
73
JP Morgan Private Wealth Advisors
California
$102M +$6.25M +16,616 +7%
Neuberger Berman Group
74
Neuberger Berman Group
New York
$102M +$2.08M +5,544 +2%
Arrowstreet Capital
75
Arrowstreet Capital
Massachusetts
$102M +$96M +255,243 +4,401%

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.