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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
BGDI
926
BW Gestao de Investimentos
Brazil
$1.29M +$147K +406 +12%
MFA
927
Mayflower Financial Advisors
Massachusetts
$1.29M +$346K +957 +38%
GSEP
928
Golden State Equity Partners
California
$1.29M +$866K +2,392 +178%
EC
929
Estate Counselors
Wisconsin
$1.28M +$335K +925 +33%
FNBOMD
930
First National Bank of Mount Dora
Florida
$1.27M +$1.34M +3,694 New
JWM
931
JGP Wealth Management
Oregon
$1.27M +$2.9K +8 +0.2%
PK
932
Pflug Koory
Nebraska
$1.27M
DA
933
Doliver Advisors
Texas
$1.27M +$588K +1,625 +79%
JWM
934
Jupiter Wealth Management
Colorado
$1.27M
MPPLM
935
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.27M +$17.7K +49 +1%
Harris Associates
936
Harris Associates
Illinois
$1.27M +$1.33M +3,670 New
BWA
937
BDO Wealth Advisors
Florida
$1.26M -$8.69K -24 -0.7%
AMIM
938
Aull & Monroe Investment Management
Alabama
$1.26M
OFG
939
OmniStar Financial Group
North Carolina
$1.26M +$1.32M +3,655 New
CF
940
Centaurus Financial
California
$1.25M +$46.3K +128 +4%
LWAC
941
Laurel Wealth Advisors (California)
California
$1.25M +$26.1K +72 +2%
HI
942
Hoey Investments
Pennsylvania
$1.25M -$210K -579 -14%
IWM
943
IHT Wealth Management
Illinois
$1.25M -$848K -2,342 -39%
SWM
944
Sculati Wealth Management
Michigan
$1.24M +$60.1K +166 +5%
PWM
945
PBMares Wealth Management
Virginia
$1.24M
RIM
946
Redwood Investment Management
Arizona
$1.24M +$112K +309 +9%
S
947
SignatureFD
Georgia
$1.23M +$59K +163 +5%
FMTC
948
Farmers & Merchants Trust Company
California
$1.23M +$117K +323 +10%
FFA
949
First Foundation Advisors
California
$1.22M +$8.32K +23 +0.7%
IAMOG
950
Investors Asset Management of Georgia
Georgia
$1.22M

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.