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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
State Street
1
State Street
Massachusetts
$17B -$222M -589,991 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.6B +$149M +395,264 +2%
BlackRock
3
BlackRock
New York
$7.07B +$125M +331,853 +2%
Capital World Investors
4
Capital World Investors
California
$6.58B -$195M -517,477 -3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.56B -$354M -940,644 -7%
Bank of America
6
Bank of America
North Carolina
$3.66B -$105M -279,056 -3%
Capital Research Global Investors
7
Capital Research Global Investors
California
$2.34B -$444M -1,180,999 -16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.36B +$86.4M +229,706 +7%
Wells Fargo
9
Wells Fargo
California
$1.3B -$11.3M -30,018 -0.9%
Morgan Stanley
10
Morgan Stanley
New York
$1.27B +$2.43M +6,459 +0.2%
UBS Group
11
UBS Group
Switzerland
$1.23B -$120M -319,716 -9%
Northern Trust
12
Northern Trust
Illinois
$1.23B +$1.73M +4,587 +0.1%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$1.11B +$170K +453 +0%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$1.06B -$170M -451,897 -14%
Invesco
15
Invesco
Georgia
$1.04B +$23.2M +61,605 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$863M +$75.7M +201,364 +10%
Ameriprise
17
Ameriprise
Minnesota
$860M +$104M +276,293 +14%
Charles Schwab
18
Charles Schwab
California
$788M +$29.7M +79,059 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$769M -$3.4M -9,052 -0.5%
Capital International Investors
20
Capital International Investors
California
$733M +$254M +676,309 +56%
N
21
Nuveen
North Carolina
$686M -$14M -37,221 -2%
Goldman Sachs
22
Goldman Sachs
New York
$503M +$27.3M +72,503 +6%
Legal & General Group
23
Legal & General Group
United Kingdom
$494M -$137K -363 -0%
CSIA
24
Charles Schwab Investment Advisory
California
$461M +$1.65M +4,398 +0.4%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$459M +$56.9M +151,338 +15%

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.