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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
SMC
1326
Smith, Moore & Co
Missouri
$505K -$19.5K -54 -4%
EF
1327
Empowered Funds
Pennsylvania
$505K +$220K +607 +71%
PWMG
1328
Prestige Wealth Management Group
New Jersey
$504K +$35.1K +97 +7%
MSE
1329
MUFG Securities EMEA
United Kingdom
$502K -$16.2M -44,630 -97%
MCM
1330
Mainstay Capital Management
Michigan
$502K +$263K +726 +100%
SSA
1331
Schonfeld Strategic Advisors
New York
$501K -$4.57M -12,641 -90%
WP
1332
Waycross Partners
Kentucky
$500K
TNA
1333
True North Advisors
Texas
$500K +$231K +639 +79%
AWM
1334
Altium Wealth Management
New York
$499K +$5.43K +15 +1%
MCC
1335
Malaga Cove Capital
California
$498K +$523K +1,444 New
MWM
1336
Mission Wealth Management
California
$495K +$1.45K +4 +0.3%
PIM
1337
Perpetual Investment Management
Australia
$492K
IF
1338
Ironwood Financial
Arizona
$492K +$73.5K +203 +17%
CCIA
1339
Cherry Creek Investment Advisors
Colorado
$489K +$79.3K +219 +18%
HIM
1340
Hanlon Investment Management
New Jersey
$488K -$136K -376 -21%
TLCM
1341
Twin Lakes Capital Management
California
$487K -$26.8K -74 -5%
SMH
1342
Sanders Morris Harris
Texas
$487K
SYBT
1343
Stock Yards Bank & Trust
Kentucky
$486K -$5.43K -15 -1%
ISWM
1344
Independent Solutions Wealth Management
New York
$486K -$128K -353 -20%
GPA
1345
Garrison Point Advisors
California
$484K
WPC
1346
White Pine Capital
Minnesota
$483K
NFC
1347
Northeast Financial Consultants
Connecticut
$482K -$633K -1,750 -56%
SAM
1348
Secure Asset Management
Michigan
$482K -$125K -345 -20%
RSWM
1349
Robertson Stephens Wealth Management
California
$482K -$93.4K -258 -16%
FDCC
1350
Foster Dykema Cabot & Co
Massachusetts
$482K +$123K +340 +32%

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.