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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
NA
426
NewEdge Advisors
Louisiana
$6.15M +$861K +2,380 +15%
Daiwa Securities Group
427
Daiwa Securities Group
Japan
$6.14M -$61.2K -169 -0.9%
EH
428
Equitable Holdings
New York
$6.14M +$436K +1,206 +7%
SAM
429
Silvercrest Asset Management
New York
$6.14M -$1.94M -5,352 -23%
BAM
430
Bruderman Asset Management
New York
$6.12M +$86.9K +240 +1%
JWM
431
Jeppson Wealth Management
California
$6.1M +$235K +650 +4%
SNB
432
Security National Bank
Nebraska
$6.1M +$395K +1,092 +7%
WorldQuant Millennium Advisors
433
WorldQuant Millennium Advisors
New York
$6.06M +$5.07M +14,020 +397%
BCM
434
Birmingham Capital Management
Alabama
$6.03M
GWM
435
Geneos Wealth Management
Colorado
$6.01M +$88.3K +244 +1%
VIA
436
Vident Investment Advisory
Georgia
$6.01M +$1.68M +4,635 +36%
RIG
437
Roosevelt Investment Group
New York
$5.96M -$13.4M -37,051 -68%
WAM
438
Werlinich Asset Management
Connecticut
$5.95M +$27.1K +75 +0.4%
SC
439
Schulhoff & Co
Ohio
$5.94M +$94.5K +261 +2%
AFG
440
Albion Financial Group
Utah
$5.91M -$54.3K -150 -0.9%
KWMG
441
King Wealth Management Group
Florida
$5.9M +$80K +221 +1%
CFB
442
Cullen/Frost Bankers
Texas
$5.87M -$237K -656 -4%
WAS
443
Wesleyan Assurance Society
United Kingdom
$5.86M
SCM
444
Symons Capital Management
Pennsylvania
$5.84M -$437K -1,208 -7%
IP
445
Intellectus Partners
California
$5.83M +$76K +210 +1%
FCMC
446
Founders Capital Management (Connecticut)
Connecticut
$5.83M -$5.43K -15 -0.1%
NEAM
447
New England Asset Management
Connecticut
$5.8M +$452K +1,250 +8%
SCP
448
Silverleafe Capital Partners
Tennessee
$5.78M +$85.8K +237 +1%
ONB
449
Old National Bancorp
Indiana
$5.78M -$172K -476 -3%
APSI
450
Asset Planning Services Inc
Louisiana
$5.75M +$69.8K +193 +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.