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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
PAM
126
Panagora Asset Management
Massachusetts
$51.9M +$45M +119,713 +893%
GAM
127
Gotham Asset Management
New York
$51.2M +$8.2M +21,809 +20%
MSL
128
Mackay Shields LLC
New York
$50.7M +$22.4M +59,555 +85%
AIM
129
Artemis Investment Management
United Kingdom
$50.7M +$29.2M +77,581 +148%
William Blair Investment Management
130
William Blair Investment Management
Illinois
$49.9M +$48.1M +127,877 New
HighTower Advisors
131
HighTower Advisors
Illinois
$48.9M -$2.13M -5,663 -4%
RCM
132
RNC Capital Management
California
$47.7M -$2.3M -6,124 -5%
Calamos Advisors
133
Calamos Advisors
Illinois
$47.1M +$1.22M +3,234 +3%
WCM
134
Wedge Capital Management
North Carolina
$46.9M -$4.44M -11,805 -9%
CS
135
Credit Suisse
Switzerland
$46.8M -$6.32M -16,798 -12%
BHC
136
Bowen Hanes & Co
Florida
$46.2M -$534K -1,420 -1%
GKIM
137
GW&K Investment Management
Massachusetts
$45.9M +$159K +422 +0.4%
FIM
138
Foresters Investment Management
New York
$45.3M -$1.52M -4,039 -3%
AIG
139
American International Group
New York
$45M -$2.62M -6,960 -6%
Korea Investment Corp
140
Korea Investment Corp
South Korea
$44.9M -$263K -700 -0.6%
SO
141
STRS Ohio
Ohio
$44.7M -$334K -887 -0.8%
DCM
142
Donaldson Capital Management
Indiana
$43.7M +$1.97M +5,247 +5%
CGM
143
Capital Growth Management
Massachusetts
$43.3M -$5.64M -15,000 -12%
Nomura Holdings
144
Nomura Holdings
Japan
$43M -$2.42M -6,428 -5%
PR
145
Payden & Rygel
California
$43M +$117K +311 +0.3%
GLA
146
Great Lakes Advisors
Illinois
$42.8M -$906K -2,409 -2%
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$42.7M -$17.1M -45,400 -29%
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$42.2M +$3.57M +9,495 +10%
LTFS
149
Ladenburg Thalmann Financial Services
Florida
$40.3M +$3.84M +10,201 +11%
Lazard Asset Management
150
Lazard Asset Management
New York
$40.2M +$11M +29,382 +40%

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.