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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
CT
1176
Columbia Trust
Oregon
$722K -$49.9K -138 -6%
GCM
1177
Gables Capital Management
Florida
$722K
CBN
1178
Cadence Bank NA
Texas
$720K +$11.2K +31 +2%
LCM
1179
Logan Capital Management
Pennsylvania
$720K +$111K +308 +17%
LWAM
1180
Legacy Wealth Asset Management
Minnesota
$712K +$26.4K +73 +4%
GIM
1181
Groesbeck Investment Management
New Jersey
$709K -$144K -397 -16%
CHA
1182
Carmichael Hill & Associates
Maryland
$708K
BS
1183
Boenning & Scattergood
Pennsylvania
$707K +$5.43K +15 +0.7%
SWMP
1184
Signature Wealth Management Partners
New Jersey
$707K +$57.9K +160 +8%
TMAM
1185
Tokio Marine Asset Management
Japan
$707K +$84.3K +233 +13%
ECM
1186
Evergreen Capital Management
Washington
$706K +$70.6K +195 +11%
SS
1187
Simplicity Solutions
Minnesota
$705K -$23.5K -65 -3%
FG
1188
Fiduciary Group
Georgia
$704K -$14.1K -39 -2%
RT
1189
Rockland Trust
Massachusetts
$702K +$114K +315 +18%
WWMSC
1190
Wagner Wealth Management (South Carolina)
South Carolina
$699K +$18.1K +50 +2%
EWM
1191
Elite Wealth Management
Washington
$697K +$362 +1 +0%
RI
1192
Ridgewood Investments
New Jersey
$696K
NICM
1193
Neo Ivy Capital Management
New York
$693K -$122K -338 -15%
LA
1194
Latitude Advisors
Florida
$692K +$363K +1,004 +100%
LAI
1195
Legal Advantage Investments
California
$690K
CP
1196
Cumberland Partners
Ontario, Canada
$690K +$724K +2,000 New
SNBOSCI
1197
Security National Bank of Sioux City Iowa
Iowa
$690K +$724K +2,000 New
SFI
1198
SPC Financial Inc
Maryland
$687K +$362 +1 +0.1%
P
1199
Pitcairn
Pennsylvania
$686K +$15.2K +42 +2%
WPA
1200
West Paces Advisors
Georgia
$683K -$52.8K -146 -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.