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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
HCM
676
Hillman Capital Management
Maryland
$2.65M +$336K +928 +14%
HWAM
677
Hennion & Walsh Asset Management
New Jersey
$2.65M +$641K +1,772 +30%
CWG
678
Cornerstone Wealth Group
North Carolina
$2.64M +$116K +320 +4%
CI
679
Cigna Investments
Connecticut
$2.63M -$51.8K -143 -2%
IRF
680
IBM Retirement Fund
New York
$2.61M
MFM
681
MD Financial Management
Ontario, Canada
$2.59M +$594K +1,642 +28%
XF
682
XML Financial
Maryland
$2.58M +$1.77M +4,879 +188%
TBA
683
Tower Bridge Advisors
Pennsylvania
$2.58M -$175K -484 -6%
STAS
684
Strong Tower Advisory Services
Minnesota
$2.57M +$2.58M +7,116 New
OCM
685
Orleans Capital Management
Louisiana
$2.56M -$118K -325 -4%
Nomura Holdings
686
Nomura Holdings
Japan
$2.56M +$1.3M +3,602 +96%
TCOT
687
Trust Company of Toledo
Ohio
$2.54M -$17.4K -48 -0.6%
PIP
688
Peachtree Investment Partners
Florida
$2.54M -$208K -575 -7%
RPWA
689
Regent Peak Wealth Advisors
Georgia
$2.54M +$35.5K +98 +1%
EA
690
Ellsworth Advisors
Ohio
$2.54M +$554K +1,532 +26%
BFC
691
Blue Fin Capital
Rhode Island
$2.54M -$32.6K -90 -1%
GT
692
Greenleaf Trust
Michigan
$2.53M -$159K -439 -6%
NIC
693
Northwest Investment Counselors
Oregon
$2.53M +$81.1K +224 +3%
Alyeska Investment Group
694
Alyeska Investment Group
Illinois
$2.52M -$284K -786 -10%
MG
695
Markel Group
Virginia
$2.52M +$1.63M +4,500 +160%
AAM
696
Aureus Asset Management
Massachusetts
$2.52M
FA
697
FMA Advisory
Pennsylvania
$2.52M +$113K +313 +4%
FLI
698
Family Legacy Inc
South Carolina
$2.51M +$19.2K +53 +0.8%
ECG
699
Edge Capital Group
Georgia
$2.5M +$21K +58 +0.8%
DIA
700
Dean Investment Associates
Ohio
$2.5M +$32.2K +89 +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.