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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
CAL
651
Capital Analysts LLC
Pennsylvania
$2.87M -$120K -332 -4%
VVP
652
Venture Visionary Partners
Ohio
$2.84M +$106K +293 +4%
MYAM
653
Meiji Yasuda Asset Management
Japan
$2.84M -$745K -2,059 -20%
CCM
654
Canal Capital Management
Virginia
$2.84M +$1.45K +4 +0%
GI
655
GS Investments
Minnesota
$2.83M +$2.97M +8,211 New
HAI
656
Hennessy Advisors Inc
California
$2.83M -$36.2K -100 -1%
PFS
657
Physicians Financial Services
North Carolina
$2.83M +$350K +968 +13%
XWM
658
Xcel Wealth Management
Florida
$2.81M +$2.08M +5,747 +238%
HA
659
Hamel Associates
New Jersey
$2.8M -$16.6K -46 -0.6%
CT
660
Caldwell Trust
Florida
$2.79M -$255K -704 -8%
LAIC
661
Lederer & Associates Investment Counsel
California
$2.78M +$52.8K +146 +2%
VFM
662
Vivid Financial Management
California
$2.77M +$53.6K +148 +2%
WC
663
Winmill & Co
New York
$2.76M
HT
664
Heritage Trust
Oklahoma
$2.76M +$9.77K +27 +0.3%
BWM
665
BerganKDV Wealth Management
Minnesota
$2.74M +$125K +346 +5%
IA
666
IFP Advisors
Florida
$2.74M +$603K +1,665 +27%
CGPCS
667
Capital Group Private Client Services
California
$2.73M +$2.86M +7,916 New
APP
668
Avantax Planning Partners
Iowa
$2.71M -$222K -613 -7%
VF
669
Virtu Financial
New York
$2.71M +$2.84M +7,849 New
CCM
670
Compton Capital Management
Rhode Island
$2.69M +$81.4K +225 +3%
SBL
671
Sargent Bickham Lagudis
Colorado
$2.68M +$81.1K +224 +3%
H
672
HoyleCohen
California
$2.68M -$9.05K -25 -0.3%
WF
673
Welch & Forbes
Massachusetts
$2.67M +$57.9K +160 +2%
ACG
674
Allen Capital Group
Nebraska
$2.66M +$85K +235 +3%
IA
675
IndexIQ Advisors
New York
$2.66M -$42K -116 -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.