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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
Canada Life
76
Canada Life
Manitoba, Canada
$97.2M -$1.74M -4,629 -2%
LPL Financial
77
LPL Financial
California
$96.9M +$2.37M +6,299 +3%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$96.1M +$24.7M +65,669 +36%
RA
79
Rovida Advisors
Florida
$96.1M
M&T Bank
80
M&T Bank
New York
$95.9M -$1.85M -4,923 -2%
OC
81
Oakmont Corp
California
$95.5M
WIM
82
Waverton Investment Management
United Kingdom
$94.1M +$1.97M +5,236 +2%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$92.7M +$3.24M +8,620 +4%
Two Sigma Investments
84
Two Sigma Investments
New York
$92.5M -$34M -90,457 -28%
JP Morgan Chase
85
JP Morgan Chase
New York
$90.9M -$42.1M -111,843 -32%
AAMU
86
AEGON Asset Management (UK)
United Kingdom
$87.4M +$2.59M +6,888 +3%
Canada Pension Plan Investment Board
87
Canada Pension Plan Investment Board
Ontario, Canada
$86.2M +$37M +98,397 +80%
Bank of Nova Scotia
88
Bank of Nova Scotia
Ontario, Canada
$85.7M +$45.1M +119,943 +120%
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$82.9M -$4.35M -11,555 -5%
Nomura Asset Management
90
Nomura Asset Management
Japan
$82.7M +$7.56M +20,113 +10%
Mitsubishi UFJ Trust & Banking
91
Mitsubishi UFJ Trust & Banking
Japan
$82.5M -$3.96M -10,528 -5%
SOMRS
92
State of Michigan Retirement System
Michigan
$82.2M +$338K +900 +0.4%
BGIM
93
Brandywine Global Investment Management
Pennsylvania
$81.4M -$6.22M -16,538 -7%
EVM
94
Eaton Vance Management
Massachusetts
$81.3M +$651K +1,731 +0.8%
RFC
95
Regions Financial Corp
Alabama
$77.6M -$34.5M -91,678 -55%
State of New Jersey Common Pension Fund D
96
State of New Jersey Common Pension Fund D
New Jersey
$77.3M -$23.2M -61,700 -24%
Los Angeles Capital Management
97
Los Angeles Capital Management
California
$73.5M +$53.4M +141,989 +306%
MAM
98
Martingale Asset Management
Massachusetts
$71.7M +$14M +37,122 +25%
ClearBridge Investments
99
ClearBridge Investments
New York
$70.2M +$2M +5,315 +3%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$69.9M +$13.4M +35,635 +25%

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.