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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
JSL
901
JT Stratford LLC
Georgia
$1.39M -$147K -406 -9%
OAM
902
Optimal Asset Management
California
$1.39M
MWM
903
Modera Wealth Management
New Jersey
$1.38M -$7.96K -22 -0.5%
BSB
904
Bangor Savings Bank
Maine
$1.38M +$80.3K +222 +6%
OSAM
905
O'Shaughnessy Asset Management
Connecticut
$1.37M +$212K +587 +17%
FC
906
Ferris Capital
Massachusetts
$1.37M +$1.48M +4,079 New
BCA
907
Bay Colony Advisors
Massachusetts
$1.37M +$388K +1,072 +37%
SS
908
Sunbelt Securities
Texas
$1.36M
WSTAM
909
Wilbanks Smith & Thomas Asset Management
Virginia
$1.36M -$145K -402 -9%
WAM
910
World Asset Management
Michigan
$1.36M -$176K -485 -11%
SCP
911
Syntal Capital Partners
Texas
$1.35M -$144K -397 -9%
RA
912
RFG Advisory
Alabama
$1.35M +$27.9K +77 +2%
BG
913
Bollard Group
Massachusetts
$1.35M
CA
914
Callahan Advisors
Texas
$1.35M +$153K +422 +12%
AF
915
Arrow Financial
New York
$1.35M -$79.6K -220 -5%
IC
916
Intersect Capital
California
$1.34M +$19.2K +53 +1%
AIM
917
Acropolis Investment Management
Missouri
$1.33M -$18.1K -50 -1%
SC
918
Stolper & Co
Oklahoma
$1.33M +$56.1K +155 +4%
TC
919
Trust Company
Kansas
$1.31M +$238K +658 +21%
FC
920
Financial Consulate
Maryland
$1.31M +$724 +2 +0.1%
CAC
921
Certified Advisory Corp
Florida
$1.31M -$9.41K -26 -0.7%
TWM
922
Triton Wealth Management
Arizona
$1.3M -$5.07K -14 -0.4%
ST
923
Sabal Trust
Florida
$1.3M
AMCA
924
Arthur M. Cohen & Associates
Illinois
$1.3M
BL
925
BFSG LLC
California
$1.3M +$1.36M +3,769 New

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.