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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
SA
1251
SL Advisors
New Jersey
$614K -$18.1K -50 -3%
HI
1252
HBK Investments
Texas
$614K +$644K +1,780 New
FCFC
1253
First Commonwealth Financial Corp
Pennsylvania
$613K +$32.9K +91 +5%
LA
1254
LexAurum Advisors
Kansas
$612K +$3.26K +9 +0.5%
CCMD
1255
Cypress Capital Management (Delaware)
Delaware
$611K
AG
1256
AlphaSimPlex Group
Massachusetts
$610K -$646K -1,785 -50%
ADL
1257
Asset Dedication LLC
California
$609K -$7.96K -22 -1%
DJSG
1258
D.J. St. Germain
Massachusetts
$609K
TCB
1259
Texas Capital Bancshares
Texas
$608K
AFP
1260
Ausdal Financial Partners
Iowa
$603K -$5.79K -16 -0.9%
SFFS
1261
Stonehage Fleming Financial Services
Jersey
$601K
PWLP
1262
Prio Wealth Limited Partnership
Massachusetts
$600K +$18.5K +51 +3%
EWM
1263
Empirical Wealth Management
Washington
$599K -$346K -955 -36%
AWAP
1264
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$599K +$7.6K +21 +1%
MFG
1265
MidWestOne Financial Group
Iowa
$598K
CTA
1266
Chesley Taft & Associates
Illinois
$597K -$3.62K -10 -0.6%
SFO
1267
Stokes Family Office
Louisiana
$591K -$404K -1,117 -39%
CAM
1268
Carret Asset Management
New York
$590K +$362 +1 +0.1%
MIFH
1269
Migdal Insurance & Financial Holdings
Israel
$587K -$577K -1,594 -49%
GI
1270
GAMCO Investors
Connecticut
$587K -$10.9K -30 -2%
AWA
1271
Arete Wealth Advisors
Illinois
$586K +$28.6K +79 +5%
WTB
1272
Washington Trust Bank
Washington
$582K +$254K +701 +71%
GHAM
1273
Gilman Hill Asset Management
Connecticut
$580K
GIA
1274
Granite Investment Advisors
New Hampshire
$576K
WA
1275
WP Advisors
California
$575K -$32.2K -89 -5%

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.