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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
Pacer Advisors
326
Pacer Advisors
Pennsylvania
$9.87M +$1.85M +5,101 +22%
OWIM
327
Old West Investment Management
California
$9.74M -$5.4M -14,922 -35%
KPCM
328
Kings Point Capital Management
New York
$9.72M +$293K +811 +3%
MA
329
MUFG Americas
New York
$9.64M +$671K +1,853 +7%
BSW
330
Buckingham Strategic Wealth
Missouri
$9.58M +$102K +282 +1%
RJT
331
Raymond James Trust
Florida
$9.57M +$311K +859 +3%
PMG
332
ProVise Management Group
Florida
$9.52M +$1.6M +4,427 +19%
GP
333
Girard Partners
Pennsylvania
$9.49M +$70.2K +194 +0.7%
SAM
334
Strategy Asset Managers
California
$9.48M -$603K -1,665 -6%
GIM
335
Goelzer Investment Management
Indiana
$9.48M -$350K -968 -3%
LIM
336
Leavell Investment Management
Alabama
$9.44M +$132K +366 +1%
WT
337
Washington Trust
Rhode Island
$9.32M +$117K +322 +1%
AF
338
Ally Financial
Michigan
$9.32M +$1.09M +3,000 +13%
FHA
339
First Horizon Advisors
Tennessee
$9.21M +$9.41M +25,989 +3,671%
BFS
340
Bard Financial Services
Connecticut
$9.2M +$210K +579 +2%
AMI
341
Amica Mutual Insurance
Rhode Island
$9.12M
CA
342
Cullinan Associates
Kentucky
$9.06M +$1.25M +3,444 +15%
GIM
343
Grassi Investment Management
California
$9.04M +$8.69K +24 +0.1%
MC
344
Miramar Capital
Illinois
$9.03M +$774K +2,140 +9%
NAM
345
Nissay Asset Management
Japan
$9.02M +$270K +745 +3%
SI
346
Stephens Inc
Arkansas
$8.99M +$198K +547 +2%
BCM
347
Buckhead Capital Management
Georgia
$8.88M +$333K +921 +4%
ELC
348
Edgar Lomax Company
Virginia
$8.88M -$172K -475 -2%
RRAM
349
River Road Asset Management
Kentucky
$8.85M -$942K -2,603 -9%
AI
350
Atria Investments
North Carolina
$8.8M +$533K +1,472 +6%

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.