Lockheed Martin
LMT
1,743 hedge funds and large institutions have $74.4B invested in Lockheed Martin in 2020 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 721 increasing their positions, 693 reducing their positions, and 185 closing their positions.
3% more funds holding in top 10
Funds holding in top 10: 72 → 74 (+2)
1.78% more ownership
Funds ownership: 79.87% → 81.65% (+1.8%)
4% more call options, than puts
Call options by funds: $839M | Put options by funds: $806M
4% more repeat investments, than reductions
Existing positions increased: 721 | Existing positions reduced: 693
4% less funds holding
Funds holding: 1,819 → 1,743 (-76)
15% less capital invested
Capital invested by funds: $87.1B → $74.4B (-$12.8B)
29% less first-time investments, than exits
New positions opened: 131 | Existing positions closed: 185
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$513M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$224M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$158M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$123M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$930M |
| 2 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$546M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$468M |
| 4 |
State Street
Boston,
Massachusetts
|
-$424M |
| 5 |
Goldman Sachs
New York
|
-$359M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1926
Fidelity International
Hamilton,
Bermuda
| – | -$2K | -4 | Closed |
|
|
CTB
1927
Country Trust Bank
Bloomington,
Illinois
| – | -$1K | -3 | Closed |
|
|
PW
1928
Price Wealth
Austin,
Texas
| – | -$1K | -3 | Closed |
|
|
SHWM
1929
Silicon Hills Wealth Management
Austin,
Texas
| – | -$1 | -1 | Closed |
|
LMT Hedge Fund Activity: Q1 2020 in Review
1,743 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2020, worth a combined $74.4B — down 15% from $87.1B a quarter earlier.
Sellers outnumbered buyers: 185 funds closed out of LMT and 131 opened new positions — a net loss of 54 holders — while 693 trimmed existing stakes and 721 added.
The largest buyer was Charles Schwab, adding an estimated $513M. The largest seller was Capital Research Global Investors, cutting an estimated $930M.
- 1,743 institutional investors held Lockheed Martin (LMT) as of Q1 2020, down from 1,819 in Q4 2019.
- Funds reported $74.4B of Lockheed Martin stock for Q1 2020, down 15% quarter-over-quarter.
- 131 funds opened new Lockheed Martin positions in Q1 2020 and 185 closed out, a net change of -54 holders.
- The largest Lockheed Martin buyer in Q1 2020 was Charles Schwab, an estimated $513M added.
- The largest Lockheed Martin seller in Q1 2020 was Capital Research Global Investors, an estimated $930M sold.
Based on aggregated 13F filings for Q1 2020.