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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
CWA
1076
Clarus Wealth Advisors
Arizona
$946K +$724 +2 +0.1%
JWM
1077
Janiczek Wealth Management
Colorado
$946K +$1.45K +4 +0.1%
DLHL
1078
Donald L. Hagan LLC
Florida
$944K +$43.4K +120 +5%
AT
1079
Arden Trust
Delaware
$943K +$3.26K +9 +0.3%
BA
1080
Birinyi Associates
Connecticut
$941K -$706K -1,950 -42%
AA
1081
Argent Advisors
Louisiana
$935K +$53.6K +148 +6%
MG
1082
Mather Group
Illinois
$934K +$5.07K +14 +0.5%
MWA
1083
Meridian Wealth Advisors
Texas
$932K +$10.5K +29 +1%
SCM
1084
SOL Capital Management
Maryland
$932K +$144K +398 +17%
BFA
1085
Beaumont Financial Advisors
Massachusetts
$931K -$41.6K -115 -4%
AWA
1086
Arkadios Wealth Advisors
Georgia
$929K -$536K -1,482 -35%
FWM
1087
Foresight Wealth Management
Utah
$928K
BWM
1088
BigSur Wealth Management
Florida
$927K
OIA
1089
Optimum Investment Advisors
Illinois
$923K -$63.3K -175 -6%
DPIM
1090
Duff & Phelps Investment Management
Illinois
$913K
HIC
1091
Holderness Investments Company
North Carolina
$912K
SXL
1092
Summit X LLC
Missouri
$911K +$24.2K +67 +3%
CP
1093
Covenant Partners
Tennessee
$906K -$2.17K -6 -0.2%
WCM
1094
Washington Capital Management
Washington
$899K +$346K +955 +58%
CL
1095
CSS LLC
Illinois
$893K +$362K +1,000 +63%
CFA
1096
Cahill Financial Advisors
Minnesota
$890K +$6.15K +17 +0.7%
PG
1097
Patten Group
Tennessee
$888K +$66.6K +184 +8%
WSFS
1098
Wilmington Savings Fund Society
Delaware
$876K -$27.1K -75 -3%
CC
1099
Cornerstone Capital
California
$876K +$217K +600 +31%
AIM
1100
Aspen Investment Management
Michigan
$875K -$27.1K -75 -3%

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.