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Lockheed Martin

1,981 hedge funds and large institutions have $78B invested in Lockheed Martin in 2021 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 912 increasing their positions, 651 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $2.32B | Put options by funds: $1.21B

50% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 107

40% more repeat investments, than reductions

Existing positions increased: 912 | Existing positions reduced: 651

2% more funds holding

Funds holding: 1,9511,981 (+30)

0% more capital invested

Capital invested by funds: $77.6B → $78B (+$340M)

1.1% less ownership

Funds ownership: 75.49%74.4% (-1.1%)

8% less funds holding in top 10

Funds holding in top 10: 3936 (-3)

Holders
1,981
Holders Change
+30
Holders Change %
+1.54%
% of All Funds
34.48%
Holding in Top 10
36
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.69%
% of All Funds
0.63%
New
161
Increased
912
Reduced
651
Closed
107
Calls
$2.32B
Puts
$1.21B
Net Calls
+$1.11B
Net Calls Change
+$911M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$355M -$322M -837,011 -47%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$330M +$165K +428 +0%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$320M -$3.94M -10,254 -1%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$311M -$2.9M -7,536 -0.9%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$311M +$269K +699 +0.1%
BG
31
Bahl & Gaynor
Ohio
$308M -$39.5M -102,704 -11%
PPA
32
Parametric Portfolio Associates
Washington
$306M +$11M +28,596 +4%
Goldman Sachs
33
Goldman Sachs
New York
$292M +$5.99M +15,577 +2%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$256M +$30.6M +79,494 +13%
Prudential Financial
35
Prudential Financial
New Jersey
$256M -$1.88M -4,878 -0.7%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$237M -$1.39M -3,625 -0.6%
Citadel Advisors
37
Citadel Advisors
Florida
$233M +$223M +579,820 +1,574%
First Trust Advisors
38
First Trust Advisors
Illinois
$233M +$9.42M +24,505 +4%
UBS AM
39
UBS AM
Illinois
$216M -$431M -1,119,953 -66%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$203M -$409M -1,062,992 -66%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$200M -$301K -784 -0.1%
Two Sigma Investments
42
Two Sigma Investments
New York
$198M +$71.5M +185,846 +55%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$189M +$15.6M +40,626 +9%
JMPWA
44
JP Morgan Private Wealth Advisors
California
$178M +$36.4M +94,797 +25%
Citigroup
45
Citigroup
New York
$175M -$22.2M -57,639 -11%
VanEck Associates
46
VanEck Associates
New York
$175M +$35M +91,057 +25%
Caisse de Depot et Placement du Quebec (CDPQ)
47
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$172M +$20.6M +53,475 +13%
AllianceBernstein
48
AllianceBernstein
Tennessee
$170M -$10.4M -27,046 -6%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$169M -$175M -454,200 -50%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$168M -$10.7M -27,856 -6%

LMT Hedge Fund Activity: Q2 2021 in Review

1,981 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q2 2021, worth a combined $78B — up 0.44% from $77.6B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new LMT positions and 107 closed out — a net gain of 54 holders — while 912 added to existing stakes and 651 trimmed.

The largest buyer was BlackRock, adding an estimated $255M. The largest seller was UBS AM, cutting an estimated $431M.

  • 1,981 institutional investors held Lockheed Martin (LMT) as of Q2 2021, up from 1,951 in Q1 2021.
  • Funds reported $78B of Lockheed Martin stock for Q2 2021, up 0.44% quarter-over-quarter.
  • 161 funds opened new Lockheed Martin positions in Q2 2021 and 107 closed out, a net change of +54 holders.
  • The largest Lockheed Martin buyer in Q2 2021 was BlackRock, an estimated $255M added.
  • The largest Lockheed Martin seller in Q2 2021 was UBS AM, an estimated $431M sold.

Based on aggregated 13F filings for Q2 2021.