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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
GA
1201
Geller Advisors
New York
$682K -$13K -36 -2%
AP
1202
Americana Partners
Texas
$682K +$360K +994 +101%
GJIC
1203
Gamble Jones Investment Counsel
California
$680K
TCA
1204
Transcend Capital Advisors
New Jersey
$679K +$2.9K +8 +0.4%
MMPW
1205
Mitchell McLeod Pugh & Williams
Alabama
$678K
AssetMark Inc
1206
AssetMark Inc
California
$677K +$40.5K +112 +6%
KPW
1207
Kore Private Wealth
New York
$676K -$76K -210 -10%
UF
1208
Univest Financial
Pennsylvania
$676K -$68K -188 -9%
RG
1209
Retirement Group
California
$676K +$690K +1,907 +3,739%
FPB
1210
First PREMIER Bank
South Dakota
$673K +$52.5K +145 +8%
LWM
1211
Loveless Wealth Management
Montana
$668K
BCFD
1212
Boit C.F. David
$668K +$290K +800 +71%
DAM
1213
Diamant Asset Management
Connecticut
$666K +$698K +1,930 New
OFW
1214
Omnia Family Wealth
Florida
$663K
HI
1215
Hudock Inc
Pennsylvania
$661K +$362 +1 +0.1%
SG
1216
StoneX Group
New York
$659K -$122K -336 -15%
CA
1217
Calton & Associates
Florida
$659K -$115K -318 -14%
MIG
1218
McGuire Investment Group
Rhode Island
$656K +$44.9K +124 +7%
ESB
1219
Essex Savings Bank
Connecticut
$655K +$5.43K +15 +0.8%
KFGK
1220
Keystone Financial Group (Kentucky)
Kentucky
$653K -$40.2K -111 -6%
SP
1221
Symmetry Partners
Connecticut
$650K +$289K +799 +75%
NEI
1222
Northwest & Ethical Investments
Ontario, Canada
$649K -$24.6K -68 -3%
1832 Asset Management
1223
1832 Asset Management
Ontario, Canada
$649K +$609K +1,683 +1,045%
MYIA
1224
Mount Yale Investment Advisors
Colorado
$645K +$677K +1,870 New
NF
1225
Nikulski Financial
Iowa
$644K +$13.8K +38 +2%

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.