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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
JP Morgan Chase
51
JP Morgan Chase
New York
$138M +$31.4M +86,690 +28%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$132M -$1.72M -4,755 -1%
Citigroup
53
Citigroup
New York
$132M -$29.5M -81,411 -18%
Victory Capital Management
54
Victory Capital Management
Texas
$131M +$7.74M +21,391 +6%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$125M +$17.9M +49,397 +16%
SI
56
Scharf Investments
California
$123M -$4.29M -11,854 -3%
YAM
57
Yacktman Asset Management
Texas
$123M +$128K +353 +0.1%
AllianceBernstein
58
AllianceBernstein
Tennessee
$122M -$34M -93,848 -21%
AIM
59
ARK Investment Management
Florida
$122M +$23M +63,543 +22%
LPL Financial
60
LPL Financial
California
$118M +$5.76M +15,917 +5%
Principal Financial Group
61
Principal Financial Group
Iowa
$117M +$4.98M +13,763 +4%
National Pension Service
62
National Pension Service
South Korea
$116M -$2.42M -6,674 -2%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$116M +$59M +162,927 +95%
CIM
64
Confluence Investment Management
Missouri
$113M -$3.14M -8,683 -3%
Jacobs Levy Equity Management
65
Jacobs Levy Equity Management
New Jersey
$112M -$9.4M -25,961 -7%
American Century Companies
66
American Century Companies
Missouri
$110M +$549K +1,518 +0.5%
Bessemer Group
67
Bessemer Group
New Jersey
$107M +$959K +2,649 +0.9%
CB
68
Commerce Bank
Missouri
$106M -$11.8M -32,645 -10%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$106M -$4.85M -13,411 -4%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$105M -$43.3M -119,581 -28%
Balyasny Asset Management
71
Balyasny Asset Management
Illinois
$100M +$83.8M +231,483 +392%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$99.5M -$2.49M -6,894 -2%
FWIA
73
Fort Washington Investment Advisors
Ohio
$99.2M +$81.6M +225,450 +363%
FI
74
Focused Investors
California
$95.1M -$4.38M -12,100 -4%
HCM
75
Hamlin Capital Management
New York
$89.4M +$993K +2,743 +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.