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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
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$370M +$90.7M +250,645 +31%
Goldman Sachs
27
Goldman Sachs
New York
$334M +$70.2M +193,898 +25%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$302M +$1.02M +2,817 +0.3%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$293M +$1.2M +3,311 +0.4%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$282M -$1.79M -4,945 -0.6%
PPA
31
Parametric Portfolio Associates
Washington
$273M -$6.58M -18,183 -2%
BG
32
Bahl & Gaynor
Ohio
$264M -$18.1M -50,048 -6%
First Trust Advisors
33
First Trust Advisors
Illinois
$251M +$41.3M +113,999 +19%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$251M +$11.6M +31,934 +5%
Prudential Financial
35
Prudential Financial
New Jersey
$223M -$10.5M -29,118 -4%
Deutsche Bank
36
Deutsche Bank
Germany
$220M -$108M -299,139 -32%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$214M -$1.8M -4,970 -0.8%
Caisse de Depot et Placement du Quebec (CDPQ)
38
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$198M +$43.6M +120,432 +27%
Millennium Management
39
Millennium Management
New York
$194M +$199M +549,940 +4,752%
UBS AM
40
UBS AM
Illinois
$193M -$4.46M -12,320 -2%
VanEck Associates
41
VanEck Associates
New York
$183M +$24.6M +68,053 +15%
Barclays
42
Barclays
United Kingdom
$182M +$38.8M +107,190 +25%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$176M +$13.5M +37,256 +8%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$172M -$10.4M -28,816 -5%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$162M +$81.8M +225,907 +92%
RJA
46
Raymond James & Associates
Florida
$153M +$954K +2,637 +0.6%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$150M -$3.51M -9,689 -2%
Janus Henderson Group
48
Janus Henderson Group
United Kingdom
$150M -$23.4M -64,582 -13%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$140M +$6.25M +17,281 +4%
Mackenzie Financial
50
Mackenzie Financial
Ontario, Canada
$139M -$140K -387 -0.1%

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.