We are live on ! Find out more
LMT icon

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
KeyBank National Association
476
KeyBank National Association
Ohio
$5.3M +$231K +637 +4%
LSERS
477
Louisiana State Employees Retirement System
Louisiana
$5.28M +$36.2K +100 +0.7%
PGFC
478
Peapack-Gladstone Financial Corp
New Jersey
$5.27M +$1.54M +4,257 +39%
S
479
Surevest
California
$5.25M +$413K +1,141 +8%
FT
480
Fiduciary Trust
Massachusetts
$5.23M -$240K -664 -4%
DCM
481
Dupont Capital Management
Delaware
$5.23M -$2.35M -6,490 -30%
CSIC
482
Clifford Swan Investment Counsel
California
$5.21M -$75.6K -209 -1%
SCA
483
Stokes Capital Advisors
South Carolina
$5.2M +$298K +823 +6%
IAN
484
Integrated Advisors Network
Texas
$5.2M +$561K +1,551 +11%
NAM
485
NorthCoast Asset Management
Connecticut
$5.18M -$1.89M -5,230 -26%
CAM
486
Campion Asset Management
Virginia
$5.16M
ECU
487
Eisler Capital (UK)
United Kingdom
$5.14M +$5.39M +14,890 New
WIC
488
Woodmont Investment Counsel
Tennessee
$5.12M +$1.03M +2,855 +24%
RIL
489
Rothschild Investment LLC
Illinois
$5.07M -$12.1M -33,423 -69%
NIM
490
Northeast Investment Management
Massachusetts
$5.07M +$288K +795 +6%
KRS
491
Kentucky Retirement Systems
Kentucky
$5.03M +$117K +324 +2%
ACM
492
Advisors Capital Management
New Jersey
$4.95M -$14.5M -40,020 -74%
FAB
493
First American Bank
Illinois
$4.94M -$289K -799 -5%
EWM
494
Executive Wealth Management
Michigan
$4.93M -$14.5K -40 -0.3%
CFIA
495
Cantor Fitzgerald Investment Advisors
New York
$4.92M +$77.1K +213 +2%
Fayez Sarofim & Co
496
Fayez Sarofim & Co
Texas
$4.89M -$487K -1,347 -9%
FWC
497
First Washington Corp
Washington
$4.88M +$5.11M +14,133 New
PAS
498
Park Avenue Securities
New York
$4.86M -$166K -458 -3%
PCA
499
Pallas Capital Advisors
Massachusetts
$4.85M +$547K +1,512 +12%
SC
500
Scotia Capital
Ontario, Canada
$4.85M -$135K -372 -3%

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.