We are live on ! Find out more
LMT icon

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
AC
301
Alley Company
Illinois
$10.8M +$345K +953 +3%
Amundi
302
Amundi
France
$10.8M -$515K -1,424 -4%
COPPSERS
303
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.7M +$87.6K +242 +0.8%
PA
304
Pinnacle Associates
New York
$10.7M -$238K -659 -2%
GAM
305
Gotham Asset Management
New York
$10.6M +$2.99M +8,262 +37%
TCBWMS
306
Texas Capital Bank Wealth Management Services
Texas
$10.5M +$3.99M +11,037 +57%
GC
307
Gratus Capital
Georgia
$10.4M +$526K +1,454 +5%
SAM
308
Synergy Asset Management
Washington
$10.4M +$1.03M +2,833 +10%
SAMH
309
Shanda Asset Management Holdings
British Virgin Islands
$10.4M
SAM
310
Scion Asset Management
California
$10.4M +$10.9M +30,000 New
HIMC
311
Heritage Investors Management Corp
Maryland
$10.3M +$481K +1,329 +5%
VV
312
Verity & Verity
South Carolina
$10.3M +$111K +306 +1%
Allianz Asset Management
313
Allianz Asset Management
Germany
$10.3M -$820K -2,265 -7%
SIM
314
Sonora Investment Management
Arizona
$10.2M +$514K +1,419 +5%
NP
315
NS Partners
United Kingdom
$10.2M +$53.2K +147 +0.5%
WB
316
WesBanco Bank
West Virginia
$10.2M +$198K +548 +2%
WP
317
WealthPLAN Partners
Nebraska
$10.2M -$23.5K -65 -0.2%
SSA
318
South Street Advisors
New York
$10.2M -$3.1M -8,559 -22%
PAM
319
Panagora Asset Management
Massachusetts
$10.2M -$1.18M -3,258 -10%
USCWA
320
U.S. Capital Wealth Advisors
Texas
$10.1M +$10.6M +29,381 New
NCM
321
Narwhal Capital Management
Georgia
$10.1M +$499K +1,380 +5%
OAM
322
Oppenheimer Asset Management
New York
$10M -$1.6M -4,434 -13%
Two Sigma Advisers
323
Two Sigma Advisers
New York
$10M -$151M -416,500 -93%
PCA
324
Private Capital Advisors
Connecticut
$9.92M -$747K -2,063 -7%
Brown Advisory
325
Brown Advisory
Maryland
$9.88M +$135K +374 +1%

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.