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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
Adage Capital Partners
76
Adage Capital Partners
Massachusetts
$89.2M +$31.2M +86,137 +50%
HighTower Advisors
77
HighTower Advisors
Illinois
$86.4M +$3.08M +8,501 +4%
Truist Financial
78
Truist Financial
North Carolina
$84.8M +$1.13M +3,127 +1%
EIP
79
Epoch Investment Partners
New York
$81M -$1.64M -4,527 -2%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$78.5M -$535K -1,478 -0.6%
NIG
81
NFJ Investment Group
Texas
$78.4M -$11.9M -32,937 -13%
Citadel Advisors
82
Citadel Advisors
Florida
$77.8M -$142M -391,189 -63%
Chevy Chase Trust
83
Chevy Chase Trust
Maryland
$77.7M -$1.73M -4,778 -2%
Public Employees Retirement Association of Colorado
84
Public Employees Retirement Association of Colorado
Colorado
$75.4M -$1.46M -4,026 -2%
M&T Bank
85
M&T Bank
New York
$75M -$781K -2,158 -1%
AQR Capital Management
86
AQR Capital Management
Connecticut
$74.6M -$22.9M -63,386 -23%
EVM
87
Eaton Vance Management
Massachusetts
$73.8M -$8.45M -23,352 -10%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$73.3M +$3.45M +9,544 +5%
Point72 Asset Management
89
Point72 Asset Management
Connecticut
$71.7M +$51.4M +142,138 +217%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$71.5M -$5.43M -15,000 -7%
Canada Pension Plan Investment Board
91
Canada Pension Plan Investment Board
Ontario, Canada
$71.4M -$17.3M -47,866 -19%
LSV Asset Management
92
LSV Asset Management
Illinois
$70.7M +$1.01M +2,787 +1%
Lord, Abbett & Co
93
Lord, Abbett & Co
New Jersey
$69.2M +$5.82M +16,071 +9%
Squarepoint
94
Squarepoint
New York
$68.5M +$39.2M +108,382 +120%
Aberdeen Group
95
Aberdeen Group
United Kingdom
$67.9M +$157K +433 +0.2%
Osaic Holdings
96
Osaic Holdings
Arizona
$67.5M +$7.93M +21,899 +13%
VRS
97
Virginia Retirement Systems
Virginia
$64.9M -$10.8M -29,900 -14%
Two Sigma Investments
98
Two Sigma Investments
New York
$63.6M -$122M -338,474 -65%
MP
99
MSD Partners
New York
$62.2M +$17.9M +49,550 +38%
MIS
100
Morningstar Investment Services
Illinois
$61.6M +$569K +1,572 +0.9%

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.