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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
BIM
601
Bridges Investment Management
Nebraska
$3.44M +$174K +480 +5%
1WA
602
180 Wealth Advisors
Washington
$3.43M +$537K +1,485 +19%
RPC
603
Rossmore Private Capital
Connecticut
$3.42M +$109K +301 +3%
MA
604
Montag & Associates
Georgia
$3.42M
FPCM
605
Financial Partners Capital Management
New York
$3.4M +$591K +1,632 +20%
BOCM
606
Bontempo Ohly Capital Management
Maryland
$3.4M -$18.1K -50 -0.5%
RPSA
607
Richard P. Slaughter Associates
Texas
$3.38M +$53.9K +149 +2%
ACA
608
Anchor Capital Advisors
Massachusetts
$3.38M +$2.42M +6,683 +215%
IWP
609
Icon Wealth Partners
Texas
$3.37M +$35.8K +99 +1%
VAS
610
Vestmark Advisory Solutions
Massachusetts
$3.37M +$53.9K +149 +2%
RF
611
Robbins Farley
New Hampshire
$3.34M +$552K +1,524 +19%
KNW
612
Kesler Norman & Wride
Utah
$3.33M +$147K +405 +4%
ETI
613
Enterprise Trust & Investment
California
$3.33M
SCA
614
Sage Capital Advisors
South Dakota
$3.32M +$36.9K +102 +1%
OGC
615
Oak Grove Capital
New Hampshire
$3.31M
BRWM
616
B. Riley Wealth Management
Tennessee
$3.31M +$1.1M +3,036 +46%
II
617
IFM Investors
Australia
$3.31M -$41.6K -115 -1%
BRM
618
Boston Research & Management
Massachusetts
$3.3M +$227K +628 +7%
UHC
619
Union Heritage Capital
Michigan
$3.28M
IC
620
IEQ Capital
California
$3.27M +$452K +1,249 +15%
PCM
621
Parsons Capital Management
Rhode Island
$3.24M +$48.5K +134 +1%
MWM
622
Marietta Wealth Management
Georgia
$3.24M +$322K +889 +10%
SCM
623
Shelton Capital Management
Colorado
$3.23M -$18.5K -51 -0.5%
Verition Fund Management
624
Verition Fund Management
Connecticut
$3.23M +$2.65M +7,333 +364%
CCM
625
Coldstream Capital Management
Washington
$3.22M +$2.58M +7,125 +556%

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.