We are live on ! Find out more
LMT icon

Lockheed Martin
LMT

1,981 hedge funds and large institutions have $78B invested in Lockheed Martin in 2021 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 912 increasing their positions, 651 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $2.32B | Put options by funds: $1.21B

50% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 107

40% more repeat investments, than reductions

Existing positions increased: 912 | Existing positions reduced: 651

2% more funds holding

Funds holding: 1,951 → 1,981 (+30)

0% more capital invested

Capital invested by funds: $77.6B → $78B (+$340M)

1.1% less ownership

Funds ownership: 75.49% → 74.4% (-1.1%)

8% less funds holding in top 10

Funds holding in top 10: 39 → 36 (-3)

Holders
1,981
Holders Change
+30
Holders Change %
+1.54%
% of All Funds
34.48%
Holding in Top 10
36
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.69%
% of All Funds
0.63%
New
161
Increased
912
Reduced
651
Closed
107
Calls
$2.32B
Puts
$1.21B
Net Calls
+$1.11B
Net Calls Change
+$911M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$255M
2
Stifel Financial
Stifel Financial
Missouri
+$237M
3
Citadel Advisors
Citadel Advisors
Florida
+$223M
4
KFS
Kelly Financial Services
Massachusetts
+$181M
5
Franklin Resources
Franklin Resources
California
+$172M

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$431M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$409M
3
Deutsche Bank
Deutsche Bank
Germany
-$322M
4
Invesco
Invesco
Georgia
-$305M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$280M
Name Holding Trade Value Shares
Change 		Change in
Stake
CK
751
Cohen Klingenstein
New York
$2.35M – – –
HP
752
Hikari Power
Japan
$2.34M – – –
PWSG
753
Pacific Wealth Strategies Group
California
$2.34M -$7.3K -19 -0.3%
APA
754
American Portfolios Advisors
New York
$2.33M +$408K +1,061 +21%
PIM
755
Penobscot Investment Management
Massachusetts
$2.32M -$185K -481 -7%
BCP
756
Blue Chip Partners
Michigan
$2.31M -$20K -52 -0.8%
AFS
757
Access Financial Services
Minnesota
$2.31M -$493K -1,283 -17%
GWM
758
GSB Wealth Management
Connecticut
$2.3M -$155K -403 -6%
JCM
759
Jacobi Capital Management
Pennsylvania
$2.3M -$3.85K -10 -0.2%
Cerity Partners
760
Cerity Partners
New York
$2.3M +$208K +541 +10%
MSAM
761
Moloney Securities Asset Management
Missouri
$2.29M +$606K +1,577 +35%
TC
762
TownSquare Capital
Utah
$2.28M +$1.43M +3,714 +161%
CFGS
763
Concourse Financial Group Securities
Alabama
$2.28M +$784K +2,038 +51%
GAM
764
Geier Asset Management
Maryland
$2.27M +$21.1K +55 +0.9%
QT
765
Quantbot Technologies
New York
$2.27M +$2.31M +6,004 New
RCIM
766
Russell Clark Investment Management
United Kingdom
$2.27M – – –
QIM
767
Quantitative Investment Management
Virginia
$2.27M +$2.3M +5,990 New
IWM
768
IHT Wealth Management
Illinois
$2.25M -$225K -586 -9%
RIM
769
Redpoint Investment Management
Australia
$2.25M – – –
OQS
770
Occudo Quantitative Strategies
Florida
$2.24M +$433K +1,127 +23%
PP
771
Paloma Partners
Connecticut
$2.24M -$13.7M -35,506 -86%
HWAM
772
Hennion & Walsh Asset Management
New Jersey
$2.23M +$686K +1,783 +43%
SFG
773
SevenBridge Financial Group
Pennsylvania
$2.23M +$130K +338 +6%
CC
774
Claybrook Capital
Massachusetts
$2.23M +$2.27M +5,895 New
CIP
775
Convergence Investment Partners
Florida
$2.23M +$20.4K +53 +0.9%
29 30
31
32 33

LMT Hedge Fund Activity: Q2 2021 in Review

1,981 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q2 2021, worth a combined $78B — up 0.44% from $77.6B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new LMT positions and 107 closed out — a net gain of 54 holders — while 912 added to existing stakes and 651 trimmed.

The largest buyer was BlackRock, adding an estimated $255M. The largest seller was UBS AM, cutting an estimated $431M.

  • 1,981 institutional investors held Lockheed Martin (LMT) as of Q2 2021, up from 1,951 in Q1 2021.
  • Funds reported $78B of Lockheed Martin stock for Q2 2021, up 0.44% quarter-over-quarter.
  • 161 funds opened new Lockheed Martin positions in Q2 2021 and 107 closed out, a net change of +54 holders.
  • The largest Lockheed Martin buyer in Q2 2021 was BlackRock, an estimated $255M added.
  • The largest Lockheed Martin seller in Q2 2021 was UBS AM, an estimated $431M sold.

Based on aggregated 13F filings for Q2 2021.