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Lockheed Martin

1,838 hedge funds and large institutions have $82.6B invested in Lockheed Martin in 2020 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 761 increasing their positions, 700 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 89

9% more repeat investments, than reductions

Existing positions increased: 761 | Existing positions reduced: 700

4% more capital invested

Capital invested by funds: $79.1B → $82.6B (+$3.51B)

1% more funds holding

Funds holding: 1,8201,838 (+18)

0.15% less ownership

Funds ownership: 77.28%77.13% (-0.15%)

8% less call options, than puts

Call options by funds: $869M | Put options by funds: $945M

17% less funds holding in top 10

Funds holding in top 10: 5848 (-10)

Holders
1,838
Holders Change
+18
Holders Change %
+0.99%
% of All Funds
37.08%
Holding in Top 10
48
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-17.24%
% of All Funds
0.97%
New
126
Increased
761
Reduced
700
Closed
89
Calls
$869M
Puts
$945M
Net Calls
-$75.5M
Net Calls Change
+$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$16.2B -$79.9M -209,490 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.42B -$106M -278,699 -1%
BlackRock
3
BlackRock
New York
$6.6B +$88M +230,570 +1%
Capital World Investors
4
Capital World Investors
California
$6.43B +$70.1M +183,604 +1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.1B -$22.6M -59,268 -0.6%
Bank of America
6
Bank of America
North Carolina
$3.5B +$38.7M +101,371 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.56B -$6.18M -16,192 -0.4%
Ameriprise
8
Ameriprise
Minnesota
$1.24B -$55.9M -146,499 -4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.22B -$73.3M -192,070 -6%
Morgan Stanley
10
Morgan Stanley
New York
$1.19B +$95.3M +249,683 +9%
Northern Trust
11
Northern Trust
Illinois
$1.17B -$44.3M -116,210 -4%
Wells Fargo
12
Wells Fargo
California
$1.16B -$39.9M -104,649 -3%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$1.09B +$6.74M +17,669 +0.6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$965M +$16.6M +43,527 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$965M +$59.6M +156,203 +7%
Capital International Investors
16
Capital International Investors
California
$962M +$23.1M +60,470 +2%
UBS Group
17
UBS Group
Switzerland
$928M -$29.2M -76,567 -3%
Invesco
18
Invesco
Georgia
$878M -$196M -512,358 -18%
Charles Schwab
19
Charles Schwab
California
$830M -$49M -128,501 -6%
Deutsche Bank
20
Deutsche Bank
Germany
$574M +$245M +641,215 +75%
N
21
Nuveen
North Carolina
$570M -$32.7M -85,672 -5%
Franklin Resources
22
Franklin Resources
California
$519M +$195M +511,248 +61%
Legal & General Group
23
Legal & General Group
United Kingdom
$499M +$2.46M +6,435 +0.5%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$480M +$10.5M +27,388 +2%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$480M +$246M +644,150 +106%

LMT Hedge Fund Activity: Q3 2020 in Review

1,838 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q3 2020, worth a combined $82.6B — up 4.4% from $79.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new LMT positions and 89 closed out — a net gain of 37 holders — while 761 added to existing stakes and 700 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $246M. The largest seller was Capital Research Global Investors, cutting an estimated $365M.

  • 1,838 institutional investors held Lockheed Martin (LMT) as of Q3 2020, up from 1,820 in Q2 2020.
  • Funds reported $82.6B of Lockheed Martin stock for Q3 2020, up 4.4% quarter-over-quarter.
  • 126 funds opened new Lockheed Martin positions in Q3 2020 and 89 closed out, a net change of +37 holders.
  • The largest Lockheed Martin buyer in Q3 2020 was Arrowstreet Capital, an estimated $246M added.
  • The largest Lockheed Martin seller in Q3 2020 was Capital Research Global Investors, an estimated $365M sold.

Based on aggregated 13F filings for Q3 2020.