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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
BPM
751
Bowling Portfolio Management
Ohio
$2.17M -$20.3K -56 -0.9%
ACM
752
Aljian Capital Management
Nevada
$2.15M +$136K +377 +6%
PWSG
753
Pacific Wealth Strategies Group
California
$2.15M +$16.6K +46 +0.7%
CK
754
Cohen Klingenstein
New York
$2.14M
HP
755
Hikari Power
Japan
$2.14M
BCP
756
Blue Chip Partners
Michigan
$2.14M +$31.5K +87 +1%
IF
757
Intrua Financial
Texas
$2.11M +$443K +1,224 +24%
LIM
758
Loudon Investment Management
New Hampshire
$2.11M +$751K +2,075 +52%
SLWS
759
Swaine & Leidel Wealth Services
Florida
$2.1M +$2.2M +6,092 New
Cerity Partners
760
Cerity Partners
New York
$2.1M +$2.53K +7 +0.1%
ECM
761
Exchange Capital Management
Michigan
$2.09M +$463K +1,280 +27%
CAG
762
Csenge Advisory Group
Florida
$2.08M +$169K +467 +8%
RCIM
763
Russell Clark Investment Management
United Kingdom
$2.07M
MSA
764
Marino Stram & Associates
Massachusetts
$2.06M +$2.17M +5,983 New
SFG
765
SevenBridge Financial Group
Pennsylvania
$2.04M +$6.88K +19 +0.3%
PWA
766
Phoenix Wealth Advisors
North Carolina
$2.02M +$39.4K +109 +2%
PTC
767
Private Trust Company
Ohio
$2.02M +$4.71K +13 +0.2%
OIA
768
OneDigital Investment Advisors
Kansas
$2.02M +$60.1K +166 +3%
RIM
769
Redpoint Investment Management
Australia
$2.01M -$49.9K -138 -2%
B
770
Brightworth
Georgia
$2.01M +$429K +1,185 +26%
BCM
771
Bourgeon Capital Management
Connecticut
$2.01M
SSB
772
Sandy Spring Bank
Maryland
$1.99M +$5.79K +16 +0.3%
TIP
773
Torray Investment Partners
Maryland
$1.99M +$19.5K +54 +0.9%
WOC
774
West Oak Capital
California
$1.99M +$48.9K +135 +2%
Vontobel Holding
775
Vontobel Holding
Switzerland
$1.98M +$866K +2,393 +71%

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.