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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
Aberdeen Group
101
Aberdeen Group
United Kingdom
$69.4M -$2.4M -6,390 -3%
Toronto Dominion Bank
102
Toronto Dominion Bank
Ontario, Canada
$67.5M -$58.8M -156,415 -47%
MCM
103
Marsico Capital Management
Colorado
$66.6M +$94.4K +251 +0.1%
PI
104
Putnam Investments
Massachusetts
$66.2M +$1.48M +3,937 +2%
Russell Investments Group
105
Russell Investments Group
United Kingdom
$65.4M +$37M +98,399 +142%
AG
106
Aperio Group
California
$64.9M +$2.45M +6,520 +4%
Millennium Management
107
Millennium Management
New York
$64.7M -$52.9M -140,637 -46%
VRS
108
Virginia Retirement Systems
Virginia
$64.3M -$790K -2,100 -1%
Federated Hermes
109
Federated Hermes
Pennsylvania
$63.9M -$15.7M -41,643 -20%
RJFSA
110
Raymond James Financial Services Advisors
Florida
$63.2M +$4.68M +12,444 +8%
Asset Management One
111
Asset Management One
Japan
$61.8M +$712K +1,892 +1%
Schroder Investment Management Group
112
Schroder Investment Management Group
United Kingdom
$61.3M +$13.4M +35,572 +29%
US Bancorp
113
US Bancorp
Minnesota
$60.8M -$430K -1,143 -0.7%
JIM
114
Jupiter Investment Management
United Kingdom
$60.8M +$54.8M +145,672 +1,433%
First Trust Advisors
115
First Trust Advisors
Illinois
$60.7M +$17.1M +45,351 +41%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$59.5M +$1.55M +4,129 +3%
CCMG
117
Clark Capital Management Group
Pennsylvania
$58.9M -$1.56M -4,136 -3%
HNB
118
Huntington National Bank
Ohio
$58.6M -$129K -343 -0.2%
RPI
119
Railway Pension Investments
United Kingdom
$58.6M +$12.4M +33,097 +28%
GC
120
Guggenheim Capital
Illinois
$58.6M +$2.65M +7,051 +5%
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$58.2M +$1.38M +3,659 +3%
ZIM
122
Zacks Investment Management
Illinois
$56.7M +$2.99M +7,952 +6%
MSV
123
MN Services Vermogensbeheer
Netherlands
$53.2M +$34.8M +92,508 +210%
Citadel Advisors
124
Citadel Advisors
Florida
$52.8M +$16.6M +44,167 +48%
Caisse de Depot et Placement du Quebec (CDPQ)
125
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$52M -$25.4M -67,450 -34%

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.