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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
GLA
1401
Good Life Advisors
Pennsylvania
$419K +$32.9K +91 +8%
EI
1402
EDMP Inc
Florida
$419K +$205K +567 +88%
PFBT
1403
Parkside Financial Bank & Trust
Missouri
$417K -$1.45K -4 -0.3%
WA
1404
Winfield Associates
Ohio
$417K
PWPS
1405
Pinnacle Wealth Planning Services
Ohio
$415K -$362 -1 -0.1%
WDG
1406
Wealth Dimensions Group
Ohio
$415K +$5.79K +16 +1%
TC
1407
Toews Corporation
New Jersey
$414K +$434K +1,200 New
II
1408
Inspire Investing
Idaho
$413K
CF
1409
Copperwynd Financial
Arizona
$412K +$57.9K +160 +15%
WA
1410
Waverly Advisors
Alabama
$411K +$57.5K +159 +15%
MCA
1411
Mercer Capital Advisers
New Jersey
$409K +$3.62K +10 +0.9%
GG
1412
Golden Green
South Carolina
$407K -$140K -387 -25%
BCA
1413
Berman Capital Advisors
Georgia
$407K +$36.6K +101 +9%
CWM
1414
Campbell Wealth Management
Virginia
$405K
CASB
1415
Cape Ann Savings Bank
Massachusetts
$405K +$7.24K +20 +2%
OCG
1416
Opus Capital Group
Ohio
$404K -$127K -350 -23%
FPCP
1417
Fort Point Capital Partners
California
$404K +$423K +1,170 New
KOC
1418
Koss-Olinger Consulting
Florida
$402K +$422K +1,165 New
RE
1419
RBC Europe
United Kingdom
$400K -$23.2K -64 -5%
JG
1420
Jefferies Group
New York
$400K +$420K +1,160 New
PGIM
1421
Pacific Global Investment Management
California
$400K +$724 +2 +0.2%
PCMC
1422
Private Capital Management (Colorado)
Colorado
$399K +$221K +611 +112%
FCA
1423
FinTrust Capital Advisors
South Carolina
$398K +$43.4K +120 +12%
MC
1424
Matisse Capital
Oregon
$397K +$9.05K +25 +2%
LFF
1425
Level Four Financial
Texas
$397K +$22.4K +62 +6%

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.