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Lockheed Martin

1,920 hedge funds and large institutions have $70.2B invested in Lockheed Martin in 2021 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 916 increasing their positions, 623 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 916 | Existing positions reduced: 623

26% more call options, than puts

Call options by funds: $1.66B | Put options by funds: $1.32B

0.87% less ownership

Funds ownership: 74.4%73.53% (-0.87%)

3% less funds holding

Funds holding: 1,9821,920 (-62)

10% less capital invested

Capital invested by funds: $78B → $70.2B (-$7.73B)

22% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 143

31% less funds holding in top 10

Funds holding in top 10: 3625 (-11)

Holders
1,920
Holders Change
-62
Holders Change %
-3.13%
% of All Funds
33.61%
Holding in Top 10
25
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-30.56%
% of All Funds
0.44%
New
111
Increased
916
Reduced
623
Closed
143
Calls
$1.66B
Puts
$1.32B
Net Calls
+$339M
Net Calls Change
-$771M
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
226
Haverford Trust Company
Pennsylvania
$17.1M +$453K +1,252 +3%
EIP
227
Easterly Investment Partners
Massachusetts
$16.9M +$17.7M +48,907 New
FLII
228
First Long Island Investors
New York
$16.9M +$714K +1,972 +4%
SEI Investments
229
SEI Investments
Pennsylvania
$16.8M -$5.05M -13,943 -22%
AWM
230
AE Wealth Management
Kansas
$16.6M +$1.32M +3,636 +8%
AA
231
Apriem Advisors
California
$16.6M -$185K -511 -1%
EHC
232
Everett Harris & Co
California
$16.5M +$2.25M +6,216 +15%
SDJVC
233
St. Denis J. Villere & Co
Louisiana
$16.5M +$258K +713 +2%
Capstone Investment Advisors
234
Capstone Investment Advisors
New York
$16.4M +$15.1M +41,620 +715%
RAM
235
RWC Asset Management
United Kingdom
$16.4M +$594K +1,640 +4%
CIP
236
Cornerstone Investment Partners
Georgia
$16M +$1.37M +3,794 +9%
BCIM
237
British Columbia Investment Management
British Columbia, Canada
$16M -$131K -361 -0.8%
SFM
238
Stack Financial Management
Montana
$15.9M +$74.9K +207 +0.5%
CDH
239
Charles D. Hyman
$15.9M -$53.9K -149 -0.3%
Creative Planning
240
Creative Planning
Kansas
$15.7M -$1.85M -5,116 -10%
CCG
241
Cypress Capital Group
Florida
$15.5M -$174K -482 -1%
URS
242
Utah Retirement Systems
Utah
$15.5M -$869K -2,400 -5%
FCI
243
Financial Counselors Inc
Kansas
$15.3M +$436K +1,206 +3%
CA
244
Cetera Advisors
Colorado
$15.2M +$2.35M +6,504 +17%
Bank of Nova Scotia
245
Bank of Nova Scotia
Ontario, Canada
$15.2M -$24.3M -67,017 -60%
MLL
246
Moody Lynn & Lieberson
Massachusetts
$15.2M +$1.4M +3,877 +10%
FNBT
247
FineMark National Bank & Trust
Florida
$14.8M -$344K -950 -2%
ProShare Advisors
248
ProShare Advisors
Maryland
$14.7M +$700K +1,934 +5%
Calamos Advisors
249
Calamos Advisors
Illinois
$14.6M +$1.35M +3,743 +10%
SG Americas Securities
250
SG Americas Securities
New York
$14.4M +$1.26M +3,487 +9%

LMT Hedge Fund Activity: Q3 2021 in Review

1,920 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q3 2021, worth a combined $70.2B — down 9.9% from $78B a quarter earlier.

Sellers outnumbered buyers: 143 funds closed out of LMT and 111 opened new positions — a net loss of 32 holders — while 623 trimmed existing stakes and 916 added.

The largest buyer was Millennium Management, adding an estimated $199M. The largest seller was Capital World Investors, cutting an estimated $525M.

  • 1,920 institutional investors held Lockheed Martin (LMT) as of Q3 2021, down from 1,982 in Q2 2021.
  • Funds reported $70.2B of Lockheed Martin stock for Q3 2021, down 9.9% quarter-over-quarter.
  • 111 funds opened new Lockheed Martin positions in Q3 2021 and 143 closed out, a net change of -32 holders.
  • The largest Lockheed Martin buyer in Q3 2021 was Millennium Management, an estimated $199M added.
  • The largest Lockheed Martin seller in Q3 2021 was Capital World Investors, an estimated $525M sold.

Based on aggregated 13F filings for Q3 2021.