We are live on ! Find out more
LMT icon

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
DMBA
776
Deseret Mutual Benefit Administrators
Utah
$1.97M +$1.68M +4,632 +428%
OQS
777
Occudo Quantitative Strategies
Florida
$1.97M -$81.1K -224 -4%
VFM
778
Viking Fund Management
North Dakota
$1.97M +$181K +500 +10%
MCWS
779
McKinley Carter Wealth Services
West Virginia
$1.96M +$25.3K +70 +1%
BO
780
Bank OZK
Arkansas
$1.96M +$56.1K +155 +3%
ATC
781
Adirondack Trust Company
New York
$1.96M +$115K +319 +6%
SIP
782
Stoneridge Investment Partners
Pennsylvania
$1.96M +$2.05M +5,677 New
MCM
783
MV Capital Management
Maryland
$1.95M +$94.5K +261 +5%
PWMAG
784
Pinnacle Wealth Management Advisory Group
New Jersey
$1.95M -$22.4K -62 -1%
ATPW
785
Ashton Thomas Private Wealth
Arizona
$1.94M +$5.07K +14 +0.2%
Axa
786
Axa
France
$1.94M +$109K +300 +6%
PWP
787
Principle Wealth Partners
Connecticut
$1.93M +$73.1K +202 +4%
FMT
788
First Mercantile Trust
Tennessee
$1.93M +$244K +674 +14%
ACP
789
Ashfield Capital Partners
California
$1.92M -$56.1K -155 -3%
EFS
790
Essex Financial Services
Connecticut
$1.92M +$240K +662 +14%
SCA
791
Strategic Capital Advisers
Colorado
$1.92M +$19.5K +54 +1%
MCM
792
Murphy Capital Management
New Jersey
$1.91M +$221K +612 +12%
TRCT
793
Tower Research Capital (TRC)
New York
$1.9M -$1.72M -4,754 -46%
CCA
794
Catalyst Capital Advisors
New York
$1.89M +$581K +1,606 +42%
SCP
795
Shorepoint Capital Partners
Massachusetts
$1.89M +$1.98M +5,462 New
Koshinski Asset Management
796
Koshinski Asset Management
Illinois
$1.88M +$874K +2,415 +80%
NFGCM
797
Norman Fields Gottscho Capital Management
New York
$1.88M +$181K +500 +10%
FDCDDQ
798
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.87M -$57.2K -158 -3%
HH
799
Hilltop Holdings
Texas
$1.87M +$757K +2,091 +63%
SWM
800
SeaCrest Wealth Management
New York
$1.87M -$161K -444 -8%

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.