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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
SFI
1351
Siemens Fonds Invest
Germany
$480K +$503K +1,390 New
TFA
1352
Teamwork Financial Advisors
Texas
$479K +$84K +232 +20%
WS
1353
Wela Strategies
Georgia
$478K +$19.2K +53 +4%
OWP
1354
Obermeyer Wealth Partners
Colorado
$475K
AO
1355
Advisor OS
Illinois
$471K +$69.1K +191 +16%
LNWTC
1356
Laird Norton Wetherby Trust Company
Washington
$470K +$5.07K +14 +1%
CC
1357
Chicago Capital
Illinois
$469K +$18.1K +50 +4%
CPC
1358
Congress Park Capital
New York
$468K -$86.9K -240 -15%
CW
1359
CreativeOne Wealth
Kansas
$467K -$20.3K -56 -4%
DCM
1360
Dimension Capital Management
Florida
$465K
ZB
1361
Zions Bancorporation
Utah
$464K -$296K -819 -38%
CG
1362
CFO4Life Group
Texas
$464K +$23.2K +64 +5%
CIM
1363
CIM Investment Management
Pennsylvania
$462K -$2.53K -7 -0.5%
NP
1364
NorthRock Partners
Minnesota
$462K +$43.4K +120 +10%
KMWM
1365
Keudell/Morrison Wealth Management
Oregon
$461K +$107K +295 +28%
EN1L
1366
Engine No 1 LLC
California
$461K +$203K +561 +72%
GWM
1367
Gray Wealth Management
Maine
$459K +$67.7K +187 +16%
VCAM
1368
Van Cleef Asset Management
Ohio
$458K
I2I
1369
Insight 2811 Inc
Illinois
$456K -$13.8K -38 -3%
HIP
1370
HUB Investment Partners
Texas
$454K +$20.6K +57 +5%
NQWM
1371
Northwest Quadrant Wealth Management
Oregon
$452K -$4.34K -12 -0.9%
CS
1372
Capital Square
Tennessee
$452K
AC
1373
Abbrea Capital
California
$450K -$5.79K -16 -1%
IAP
1374
Indie Asset Partners
Indiana
$447K +$199K +550 +74%
RWA
1375
Ropes Wealth Advisors
Massachusetts
$446K -$126K -347 -21%

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.