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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
IIM
351
Intact Investment Management
Quebec, Canada
$8.79M +$724K +2,000 +9%
BFS
352
Bradley Foster & Sargent
Connecticut
$8.79M +$313K +864 +4%
ASN
353
Advisory Services Network
Georgia
$8.72M +$954K +2,635 +12%
KPWS
354
Kestra Private Wealth Services
Texas
$8.72M +$243K +671 +3%
PDM
355
Penn Davis McFarland
Texas
$8.7M +$9.13M +25,217 New
BL
356
BCWM LLC
Kansas
$8.7M +$1.4M +3,859 +18%
William Blair & Company
357
William Blair & Company
Illinois
$8.7M -$87.2K -241 -0.9%
LNC
358
Lincoln National Corp
Pennsylvania
$8.7M -$185K -510 -2%
ERSOT
359
Employees Retirement System of Texas
Texas
$8.66M -$6.51M -18,000 -42%
OA
360
Oxbow Advisors
Texas
$8.63M +$499K +1,378 +6%
BCM
361
Brookstone Capital Management
Illinois
$8.62M +$1.08M +2,987 +14%
PFS
362
Prospera Financial Services
Texas
$8.55M +$3.27M +9,023 +57%
LW
363
Linscomb Wealth
Texas
$8.44M +$205K +567 +2%
HIMCH
364
Hartford Investment Management Co (HIMCO)
Connecticut
$8.39M -$1M -2,765 -10%
MPWT
365
MassMutual Private Wealth & Trust
Connecticut
$8.36M +$213K +588 +2%
IAA
366
Independent Advisor Alliance
North Carolina
$8.25M +$169K +466 +2%
FA
367
FDx Advisors
Illinois
$8.2M -$113K -311 -1%
BCI
368
Brinker Capital Investments
Pennsylvania
$8.19M
WBC
369
Westpac Banking Corp
Australia
$8.18M -$1.67M -4,627 -16%
CIBC Asset Management
370
CIBC Asset Management
Ontario, Canada
$8.13M +$258K +713 +3%
DC
371
Davenport & Co
Virginia
$8.13M +$2.37M +6,536 +38%
HWM
372
Holloway Wealth Management
Florida
$8.05M
CCM
373
Crossvault Capital Management
Texas
$8M +$724 +2 +0%
Mercer Global Advisors
374
Mercer Global Advisors
Colorado
$7.84M +$1.04M +2,862 +14%
AI
375
Ariel Investments
Illinois
$7.78M -$58.3K -161 -0.7%

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.