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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
FCB
1026
First Command Bank
Texas
$1.06M -$59K -163 -5%
FCFS
1027
First Command Financial Services
Texas
$1.06M -$59K -163 -5%
DC
1028
DeDora Capital
California
$1.06M +$17.4K +48 +2%
EP
1029
Edgestream Partners
New Jersey
$1.06M +$1.11M +3,067 New
RIA
1030
Realta Investment Advisors
Delaware
$1.06M +$47.4K +131 +4%
AIL
1031
AGF Investments LLC
Ontario, Canada
$1.05M +$89K +246 +9%
ICA
1032
Infrastructure Capital Advisors
New York
$1.05M +$1.09M +3,001 New
FBC
1033
Fairfield, Bush & Co
Connecticut
$1.05M -$731K -2,019 -40%
WWM
1034
Wolff Wiese Magana
California
$1.05M +$996K +2,751 +965%
LC
1035
LCNB Corp
Ohio
$1.04M +$30.8K +85 +3%
NHC
1036
Nicholas Hoffman & Company
Georgia
$1.04M +$29K +80 +3%
IMA
1037
Investment Management Associates
Colorado
$1.02M +$757K +2,091 +238%
MCIA
1038
Mountain Capital Investment Advisors
Colorado
$1.02M +$17K +47 +2%
MFG
1039
Merit Financial Group
Georgia
$1.02M -$23.9K -66 -2%
MFW
1040
Meristem Family Wealth
Minnesota
$1.02M +$265K +732 +33%
ODCM
1041
Old Dominion Capital Management
Virginia
$1.01M +$36.6K +101 +4%
SF
1042
Summit Financial
New Jersey
$1.01M +$335K +927 +46%
Fisher Asset Management
1043
Fisher Asset Management
Washington
$1.01M +$126K +347 +13%
Walleye Trading
1044
Walleye Trading
New York
$1.01M +$1.06M +2,926 New
AIP
1045
Almanack Investment Partners
Pennsylvania
$1.01M +$96.6K +267 +10%
JIR
1046
James Investment Research
Ohio
$1M -$342K -945 -25%
PWM
1047
Purus Wealth Management
California
$1M +$6.15K +17 +0.6%
TCM
1048
Tandem Capital Management
New Jersey
$998K -$1.45K -4 -0.1%
BHB
1049
Bank Hapoalim BM
Israel
$996K -$50.3K -139 -5%
WC
1050
Westhampton Capital
North Carolina
$994K -$232K -640 -18%

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.