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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
RWP
376
RWA Wealth Partners
Massachusetts
$7.75M +$151K +417 +2%
VIP
377
Vantage Investment Partners
Missouri
$7.72M -$1.84M -5,080 -18%
1IA
378
1834 Investment Advisors
Wisconsin
$7.67M -$487K -1,345 -6%
CTC
379
Central Trust Company
Missouri
$7.66M +$23.5K +65 +0.3%
ANBT
380
American National Bank & Trust
Texas
$7.63M +$421K +1,162 +6%
WCM
381
Wisconsin Capital Management
Wisconsin
$7.6M +$517K +1,429 +7%
H
382
Hexavest
Quebec, Canada
$7.55M -$1.04M -2,873 -12%
SAM
383
Sawgrass Asset Management
Florida
$7.52M -$1.36M -3,755 -15%
NB
384
Norinchukin Bank
Japan
$7.37M +$406K +1,123 +6%
M
385
MOTCO
Texas
$7.34M +$667K +1,844 +9%
CAC
386
Core Alternative Capital
Georgia
$7.28M +$936K +2,587 +14%
SAM
387
Securian Asset Management
Minnesota
$7.26M
CA
388
Cornerstone Advisors
North Carolina
$7.25M
IG
389
ING Group
Netherlands
$7.14M +$218K +603 +3%
CCP
390
Corient Capital Partners
California
$7.1M +$330K +912 +5%
BDWCC
391
B&D White Capital Company
Texas
$7.08M +$6.29M +17,390 +555%
WFG
392
Wills Financial Group
Virginia
$7.02M +$131K +361 +2%
TCOK
393
Trust Company of Kansas
Kansas
$6.99M +$399K +1,103 +6%
CAMG
394
CWA Asset Management Group
Florida
$6.96M +$418K +1,154 +6%
NCM
395
Novare Capital Management
North Carolina
$6.96M +$663K +1,833 +10%
PFM
396
Parsec Financial Management
North Carolina
$6.94M +$3.24M +8,946 +77%
CCM
397
Covington Capital Management
California
$6.84M +$139K +385 +2%
CCM
398
Copeland Capital Management
Pennsylvania
$6.83M +$3.07M +8,471 +75%
JIP
399
Jaffetilchin Investment Partners
Florida
$6.8M -$380K -1,050 -5%
VNA
400
Valley National Advisers
Pennsylvania
$6.79M +$553K +1,527 +8%

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.