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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
WLPWM
501
Walled Lake Planning & Wealth Management
Illinois
$4.84M +$167K +461 +3%
LBD
502
Landsberg Bennett & Dubbaneh
Florida
$4.84M +$220K +607 +5%
SAM
503
Sompo Asset Management
Japan
$4.82M -$206K -570 -4%
AHB
504
Abner Herrman & Brock
New Jersey
$4.81M -$32.2K -89 -0.6%
CWM
505
CIBC World Markets
New York
$4.79M -$1.12M -3,089 -18%
CAM
506
Cubic Asset Management
Massachusetts
$4.78M +$54.3K +150 +1%
FNT
507
First National Trust
Pennsylvania
$4.72M -$390K -1,079 -7%
OIM
508
Opus Investment Management
Massachusetts
$4.72M +$1.01M +2,800 +26%
LK
509
Lumbard & Kellner
New Hampshire
$4.7M +$178K +493 +4%
LI
510
Lafayette Investments
Maryland
$4.66M +$518K +1,432 +12%
SFI
511
Susquehanna Fundamental Investments
Pennsylvania
$4.66M -$18.1M -50,047 -79%
PCM
512
Penserra Capital Management
California
$4.59M -$17.5M -48,353 -78%
GIA
513
Guyasuta Investment Advisors
Pennsylvania
$4.59M +$1.86M +5,134 +63%
HR
514
Howe & Rusling
New York
$4.52M -$20.3K -56 -0.4%
LBC
515
Lowe Brockenbrough & Co
Virginia
$4.52M +$22.8K +63 +0.5%
FNBOO
516
First National Bank of Omaha
Nebraska
$4.51M -$78.2K -216 -2%
CII
517
Capital International Inc
California
$4.51M -$151K -417 -3%
CC
518
Courier Capital
New York
$4.49M +$97.7K +270 +2%
HAG
519
HighPoint Advisor Group
Illinois
$4.48M -$343K -947 -7%
SIS
520
Sound Income Strategies
Florida
$4.48M +$565K +1,561 +14%
DCP
521
Distillate Capital Partners
Illinois
$4.42M +$842K +2,328 +22%
BCM
522
BTR Capital Management
California
$4.42M +$184K +509 +4%
OHIS
523
Oak Harvest Investment Services
Texas
$4.41M +$460K +1,272 +11%
CAM
524
Close Asset Management
United Kingdom
$4.39M -$11.9K -33 -0.3%
FTC
525
Farmers Trust Company
Ohio
$4.37M +$95.5K +264 +2%

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.