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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
UB
626
UMB Bank
Missouri
$3.22M -$30.8K -85 -0.9%
WPP
627
Whalerock Point Partners
Rhode Island
$3.19M +$179K +495 +6%
TC
628
TownSquare Capital
Utah
$3.17M +$1.14M +3,163 +52%
HFS
629
Hantz Financial Services
Michigan
$3.16M +$369K +1,020 +13%
SIA
630
Sit Investment Associates
Minnesota
$3.16M
FFN
631
Focus Financial Network
Minnesota
$3.16M -$2.9K -8 -0.1%
NIM
632
Nicollet Investment Management
Minnesota
$3.16M -$6.88K -19 -0.2%
WS
633
Wedbush Securities
California
$3.15M -$71.7K -198 -2%
TI
634
Tidal Investments
Wisconsin
$3.15M +$1.03M +2,856 +46%
BMA
635
Brooks Moore & Associates
Tennessee
$3.15M +$85K +235 +3%
CI
636
CX Institutional
Indiana
$3.13M +$7.96K +22 +0.2%
SWMG
637
Signature Wealth Management Group
Georgia
$3.09M +$98.8K +273 +3%
RCP
638
Rothschild Capital Partners
New York
$3.08M +$3.98K +11 +0.1%
HSA
639
HBK Sorce Advisory
Pennsylvania
$3.06M +$22.1K +61 +0.7%
LFAS
640
Level Four Advisory Services
Texas
$3M -$124K -344 -4%
UAM
641
Unison Asset Management
Florida
$3M +$649K +1,793 +26%
FMC
642
First Merchants Corp
Indiana
$2.97M -$1.66M -4,598 -35%
ACM
643
Alpha Capital Management
Texas
$2.95M +$182K +504 +6%
BOC
644
Barbara Oil Co
Illinois
$2.93M
BAM
645
Belpointe Asset Management
Nevada
$2.93M +$398K +1,101 +15%
SFP
646
Shepherd Financial Partners
Massachusetts
$2.91M +$35.5K +98 +1%
JHCP
647
Jackson Hole Capital Partners
Oklahoma
$2.9M +$166K +460 +6%
CIC
648
Chilton Investment Company
Connecticut
$2.88M -$38K -105 -1%
PA
649
Perennial Advisors
New York
$2.88M +$66.2K +183 +2%
TNB
650
Thomasville National Bank
Georgia
$2.88M +$2.53K +7 +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.