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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
MA
1301
MONECO Advisors
Connecticut
$540K +$96.6K +267 +21%
CA
1302
Crumly & Associates
Illinois
$535K -$161K -444 -22%
Marshall Wace
1303
Marshall Wace
United Kingdom
$533K -$1.29M -3,575 -70%
GCA
1304
Gradient Capital Advisors
California
$527K -$202K -557 -27%
TW
1305
Transform Wealth
Colorado
$527K -$83.2K -230 -13%
WA
1306
WBH Advisory
Maryland
$527K
PPP
1307
Private Portfolio Partners
New Jersey
$527K -$7.6K -21 -1%
Fidelity International
1308
Fidelity International
Bermuda
$526K -$1.22M -3,365 -69%
ECAM
1309
East Coast Asset Management
Massachusetts
$525K
SIA
1310
SkyView Investment Advisors
New Jersey
$525K +$2.17K +6 +0.4%
CAG
1311
Curtis Advisory Group
California
$523K -$34.4K -95 -6%
AAM
1312
Auxier Asset Management
Oregon
$523K +$548K +1,515 New
CCG
1313
Chatham Capital Group
Georgia
$522K -$72.4K -200 -12%
TWA
1314
TCI Wealth Advisors
Arizona
$522K -$68K -188 -11%
MMG
1315
Monetary Management Group
Missouri
$522K +$317K +875 +137%
FPIS
1316
Financial Planning & Information Services
Wisconsin
$520K
MSCM
1317
McElhenny Sheffield Capital Management
Texas
$520K +$546K +1,508 New
FLPIM
1318
F.L. Putnam Investment Management
Massachusetts
$519K -$60.4K -167 -10%
SWA
1319
Sutton Wealth Advisors
Florida
$519K +$30.8K +85 +6%
AAP
1320
Aristotle Atlantic Partners
Florida
$518K
BS
1321
Bessemer Securities
New York
$518K
CIA
1322
Cohen Investment Advisors
New Hampshire
$516K +$2.53K +7 +0.5%
HC
1323
Hendley & Co
Ohio
$512K
NDSI
1324
Newman Dignan & Sheerar Inc
Rhode Island
$508K +$54.6K +151 +11%
MM
1325
Meridian Management
Arkansas
$507K

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.