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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
Kovitz Investment Group Partners
101
Kovitz Investment Group Partners
Illinois
$59.8M +$2.17M +5,992 +4%
PI
102
PineBridge Investments
New York
$58.5M +$21.4M +59,232 +54%
PI
103
Putnam Investments
Massachusetts
$55M -$3.32M -9,183 -5%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$54.7M -$525K -1,450 -0.9%
Nomura Asset Management
105
Nomura Asset Management
Japan
$52.4M +$3.22M +8,894 +6%
VPI
106
Value Partners Investments
Manitoba, Canada
$52.1M +$13.9M +38,320 +34%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$51.5M +$921K +2,544 +2%
Mitsubishi UFJ Trust & Banking
108
Mitsubishi UFJ Trust & Banking
Japan
$51M -$2.69M -7,428 -5%
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$50.4M -$1.05M -2,910 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
110
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$49.9M -$17M -46,886 -24%
GC
111
Guggenheim Capital
Illinois
$49.8M -$1.79M -4,933 -3%
US Bancorp
112
US Bancorp
Minnesota
$48.5M -$2M -5,525 -4%
Toronto Dominion Bank
113
Toronto Dominion Bank
Ontario, Canada
$47.4M -$10.4M -28,860 -17%
Russell Investments Group
114
Russell Investments Group
United Kingdom
$47M +$272K +751 +0.6%
Robeco Institutional Asset Management
115
Robeco Institutional Asset Management
Netherlands
$46.7M -$971K -2,682 -2%
William Blair Investment Management
116
William Blair Investment Management
Illinois
$46.6M -$384K -1,060 -0.8%
AAMU
117
AEGON Asset Management (UK)
United Kingdom
$46M -$2.54M -7,029 -5%
Mariner
118
Mariner
Kansas
$45.4M +$6.67M +18,434 +16%
Asset Management One
119
Asset Management One
Japan
$44.9M -$2.69M -7,432 -5%
SGM
120
Skye Global Management
Florida
$44.9M +$33.3M +92,000 +242%
Neuberger Berman Group
121
Neuberger Berman Group
New York
$44.8M -$19M -52,490 -28%
KP
122
Kiltearn Partners
United Kingdom
$44.2M +$17M +47,014 +58%
TAM
123
Tocqueville Asset Management
New York
$43.5M +$40.7M +112,480 +836%
AC
124
Avenir Corporation
Virginia
$43.2M -$353K -975 -0.8%
Baird Financial Group
125
Baird Financial Group
Wisconsin
$42.8M +$4.02M +11,111 +10%

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.