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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
PMA
1226
Prudent Man Advisors
Illinois
$643K +$3.26K +9 +0.5%
RMAM
1227
Raab & Moskowitz Asset Management
New Jersey
$641K -$30.8K -85 -4%
COF
1228
Capital One Financial
Virginia
$640K -$39.1K -108 -6%
WCM
1229
Windsor Capital Management
Arizona
$640K -$7.6K -21 -1%
RWA
1230
River Wealth Advisors
Pennsylvania
$640K +$33.7K +93 +5%
RFN
1231
RDA Financial Network
Iowa
$640K +$55.4K +153 +9%
TH
1232
TCTC Holdings
Texas
$640K +$95.9K +265 +17%
OPS
1233
Orion Portfolio Solutions
Nebraska
$640K +$213K +588 +46%
EGM
1234
Engineers Gate Manager
New York
$639K -$216K -596 -24%
CPO
1235
Cerity Partners OCIO
New York
$636K +$110K +305 +20%
CAM
1236
Cozad Asset Management
Illinois
$634K -$181K -500 -21%
MWM
1237
Minot Wealth Management
Massachusetts
$634K +$103K +285 +18%
SDAM
1238
Shulman DeMeo Asset Management
New York
$634K +$665K +1,838 New
WKWM
1239
Walter & Keenan Wealth Management
Indiana
$633K +$25.7K +71 +4%
ICM
1240
IMS Capital Management
Oregon
$632K +$22.1K +61 +3%
ACM
1241
Alethea Capital Management
Washington
$631K +$662K +1,828 New
CAS
1242
Cascadia Advisory Services
Oregon
$630K +$45.2K +125 +7%
FIA
1243
Foundations Investment Advisors
Arizona
$629K +$57.2K +158 +10%
TNBTD
1244
Trustmark National Bank Trust Department
Mississippi
$622K -$7.24K -20 -1%
CNBT
1245
Cornerstone National Bank & Trust
Illinois
$622K +$25K +69 +4%
DWT
1246
Dorsey & Whitney Trust
South Dakota
$620K +$305K +842 +89%
AWM
1247
Accurate Wealth Management
Florida
$619K -$25.7K -71 -4%
IF
1248
IRON Financial
Illinois
$618K +$135K +373 +26%
QCG
1249
Quadrant Capital Group
Ohio
$618K +$207K +572 +47%
CC
1250
Centiva Capital
New York
$617K -$106K -292 -14%

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.