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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
BAM
1101
Beaumont Asset Management
Texas
$870K +$12.7K +35 +1%
IA
1102
IAM Advisory
Pennsylvania
$867K +$879K +2,429 New
TPW
1103
TL Private Wealth
Texas
$865K
FFWA
1104
FRG Family Wealth Advisors
Washington
$864K
LMAM
1105
Legg Mason Asset Management
Japan
$863K +$36.2K +100 +4%
PFA
1106
Pure Financial Advisors
California
$862K +$7.96K +22 +0.9%
ICM
1107
Islay Capital Management
Texas
$861K +$18.5K +51 +2%
TYCC
1108
Texas Yale Capital Corp
Florida
$859K
PCA
1109
Personal Capital Advisors
California
$856K +$73.1K +202 +9%
NO
1110
Ninety One
South Africa
$851K
BBA
1111
BLB&B Advisors
Pennsylvania
$850K +$9.05K +25 +1%
CGL
1112
Clarius Group LLC
Washington
$848K -$71.3K -197 -7%
CCC
1113
Chelsea Counsel Company
California
$847K -$9.41K -26 -1%
AA
1114
Ancora Advisors
Ohio
$846K +$240K +662 +37%
FMC
1115
Financial Management Concepts
Florida
$845K -$5.43K -15 -0.6%
EHWM
1116
Eads & Heald Wealth Management
Georgia
$842K -$9.77K -27 -1%
WA
1117
Wealth Alliance
New York
$841K +$724 +2 +0.1%
PNC
1118
Park National Corp
Ohio
$838K +$1.45K +4 +0.2%
IFWM
1119
Institute for Wealth Management
Colorado
$838K +$53.2K +147 +6%
TF
1120
Trek Financial
Arizona
$837K +$187K +518 +27%
WANY
1121
Wealthspire Advisors (New York)
New York
$836K +$604K +1,670 +221%
MSFP
1122
Mark Sheptoff Financial Planning
Connecticut
$835K
KTC
1123
Kistler-Tiffany Companies
Pennsylvania
$834K +$2.17K +6 +0.2%
BRG
1124
Bay Rivers Group
Virginia
$833K +$66.2K +183 +8%
CAM
1125
Covenant Asset Management
New Jersey
$832K +$6.15K +17 +0.7%

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.