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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
AWM
1151
Apollon Wealth Management
South Carolina
$777K +$463K +1,279 +131%
APW
1152
Acima Private Wealth
Virginia
$770K
VC
1153
Veracity Capital
Georgia
$767K -$3.98K -11 -0.5%
PP
1154
Professional Planning
California
$765K -$26.8K -74 -3%
DWM
1155
Darwin Wealth Management
Florida
$759K -$54.6K -151 -6%
PAWC
1156
P.A.W. Capital
Connecticut
$759K +$72.4K +200 +10%
JWBC
1157
J.W. Burns & Co
New York
$758K +$36.9K +102 +5%
PIA
1158
Pinion Investment Advisors
Kansas
$757K +$43.1K +119 +6%
VCM
1159
Virtue Capital Management
Tennessee
$751K +$46.7K +129 +6%
CNFG
1160
Creegan & Nassoura Financial Group
New Hampshire
$749K
WBC
1161
West Branch Capital
Massachusetts
$747K -$6.88K -19 -0.9%
DFG
1162
Demars Financial Group
Washington
$746K +$455K +1,257 +139%
THWM
1163
Taylor Hoffman Wealth Management
Virginia
$745K
EGA
1164
E&G Advisors
Texas
$745K +$781K +2,159 New
HCP
1165
Hexagon Capital Partners
Arkansas
$743K -$8.32K -23 -1%
GWAG
1166
Garrett Wealth Advisory Group
Texas
$740K +$1.09K +3 +0.1%
TA
1167
TFG Advisers
Michigan
$736K +$42.7K +118 +6%
GTAM
1168
Global Trust Asset Management
Florida
$735K -$98.8K -273 -11%
IA
1169
IFG Advisory
Georgia
$732K +$300K +830 +64%
JC
1170
JB Capital
Connecticut
$731K +$767K +2,119 New
TFS
1171
Thoroughbred Financial Services
Tennessee
$728K -$154K -426 -17%
SC
1172
SouthState Corp
Florida
$728K -$47K -130 -6%
FMLI
1173
Fukoku Mutual Life Insurance
Japan
$728K +$94.1K +260 +14%
CMO
1174
Covenant Multifamily Offices
Texas
$726K +$29K +80 +4%
CAAS
1175
Capital Asset Advisory Services
Michigan
$722K -$151K -416 -17%

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.