We are live on ! Find out more
LMT icon

Lockheed Martin

1,617 hedge funds and large institutions have $80.5B invested in Lockheed Martin in 2019 Q2 according to their latest regulatory filings, with 176 funds opening new positions, 648 increasing their positions, 574 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 80

94% more funds holding in top 10

Funds holding in top 10: 3670 (+34)

22% more capital invested

Capital invested by funds: $66.2B → $80.5B (+$14.3B)

14% more call options, than puts

Call options by funds: $624M | Put options by funds: $546M

13% more repeat investments, than reductions

Existing positions increased: 648 | Existing positions reduced: 574

5% more funds holding

Funds holding: 1,5431,617 (+74)

0.36% more ownership

Funds ownership: 78.04%78.4% (+0.36%)

Holders
1,617
Holders Change
+74
Holders Change %
+4.8%
% of All Funds
35.12%
Holding in Top 10
70
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+94.44%
% of All Funds
1.52%
New
176
Increased
648
Reduced
574
Closed
80
Calls
$624M
Puts
$546M
Net Calls
+$77.7M
Net Calls Change
+$181M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$16B -$304M -908,901 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.87B +$37.2M +111,239 +0.5%
BlackRock
3
BlackRock
New York
$6.47B -$332M -991,283 -5%
Capital World Investors
4
Capital World Investors
California
$6.32B -$297M -887,976 -5%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.59B -$64.3M -192,244 -2%
Bank of America
6
Bank of America
North Carolina
$3.51B +$64.9M +194,050 +2%
Capital Research Global Investors
7
Capital Research Global Investors
California
$2.61B +$30.9M +92,474 +1%
UBS Group
8
UBS Group
Switzerland
$1.27B +$169M +504,781 +17%
Wells Fargo
9
Wells Fargo
California
$1.22B +$49.6M +148,264 +5%
Morgan Stanley
10
Morgan Stanley
New York
$1.18B -$7.28M -21,750 -0.7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.18B +$26.3M +78,731 +2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.15B +$316M +945,289 +43%
Northern Trust
13
Northern Trust
Illinois
$1.15B +$13.8M +41,269 +1%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$1.03B +$58.6M +175,105 +7%
Invesco
15
Invesco
Georgia
$951M +$685M +2,047,707 +361%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$731M +$91.4M +273,144 +16%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$720M +$3.27M +9,767 +0.5%
Charles Schwab
18
Charles Schwab
California
$705M +$24.2M +72,256 +4%
Ameriprise
19
Ameriprise
Minnesota
$701M +$36.6M +109,350 +6%
N
20
Nuveen
North Carolina
$653M +$600M +1,794,950 New
Legal & General Group
21
Legal & General Group
United Kingdom
$461M -$19.5M -58,397 -4%
Goldman Sachs
22
Goldman Sachs
New York
$443M +$25.4M +76,048 +7%
Capital International Investors
23
Capital International Investors
California
$438M +$285K +851 +0.1%
CSIA
24
Charles Schwab Investment Advisory
California
$428M +$6.19M +18,498 +2%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$372M +$35.9M +107,354 +12%

LMT Hedge Fund Activity: Q2 2019 in Review

1,617 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q2 2019, worth a combined $80.5B — up 22% from $66.2B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new LMT positions and 80 closed out — a net gain of 96 holders — while 648 added to existing stakes and 574 trimmed.

The largest buyer was Invesco, adding an estimated $685M. The largest seller was BlackRock, cutting an estimated $332M.

  • 1,617 institutional investors held Lockheed Martin (LMT) as of Q2 2019, up from 1,543 in Q1 2019.
  • Funds reported $80.5B of Lockheed Martin stock for Q2 2019, up 22% quarter-over-quarter.
  • 176 funds opened new Lockheed Martin positions in Q2 2019 and 80 closed out, a net change of +96 holders.
  • The largest Lockheed Martin buyer in Q2 2019 was Invesco, an estimated $685M added.
  • The largest Lockheed Martin seller in Q2 2019 was BlackRock, an estimated $332M sold.

Based on aggregated 13F filings for Q2 2019.