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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
BA
951
Bennicas & Associates
California
$1.22M
PA
952
Profund Advisors
Maryland
$1.21M +$15.9K +44 +1%
VPIM
953
Vanguard Personalized Indexing Management
California
$1.21M +$42.7K +118 +3%
PJSIMP
954
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.21M -$50.7K -140 -4%
AIP
955
Ameritas Investment Partners
Nebraska
$1.2M +$362 +1 +0%
WSC
956
Wellington Shields & Co
New York
$1.2M
D
957
Diversified
Delaware
$1.2M
XSC
958
X-Square Capital
Puerto Rico
$1.2M +$158K +436 +14%
VFA
959
Voya Financial Advisors
Connecticut
$1.2M -$8.69K -24 -0.7%
CCT
960
Country Club Trust
Missouri
$1.19M -$59.7K -165 -5%
RCM
961
RB Capital Management
Nevada
$1.19M +$8.69K +24 +0.7%
CHJWM
962
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.19M +$24.2K +67 +2%
BOTW
963
Bank of the West
California
$1.19M -$5.24M -14,477 -81%
CIC
964
Chase Investment Counsel
Virginia
$1.19M +$6.51K +18 +0.5%
RGC
965
Roberts, Glore & Co
Illinois
$1.19M +$103K +284 +9%
ACS
966
Archford Capital Strategies
Illinois
$1.19M +$301K +832 +32%
MWA
967
Moser Wealth Advisors
Washington
$1.19M +$20.6K +57 +2%
VA
968
Valmark Advisers
Ohio
$1.18M +$38.7K +107 +3%
LOPW
969
Live Oak Private Wealth
North Carolina
$1.18M +$276K +763 +29%
CPIA
970
Cornell Pochily Investment Advisors
New York
$1.18M +$111K +308 +10%
FWP
971
FAS Wealth Partners
Kansas
$1.18M +$28.2K +78 +2%
MAM
972
Morse Asset Management
Connecticut
$1.17M -$257K -710 -17%
BJL
973
Brighton Jones LLC
Washington
$1.17M -$18.1K -50 -1%
DZ Bank
974
DZ Bank
Germany
$1.17M +$896K +2,477 +271%
QPWM
975
Quadrant Private Wealth Management
Pennsylvania
$1.17M +$11.9K +33 +1%

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.