We are live on ! Find out more
LMT icon

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
BFG
1426
Beacon Financial Group
Texas
$396K +$28.2K +78 +7%
SGK
1427
Steigerwald Gordon & Koch
Virginia
$394K +$362 +1 +0.1%
MMM
1428
Mendel Money Management
Illinois
$393K -$32.6K -90 -7%
KWM
1429
Keebeck Wealth Management
Illinois
$390K -$821K -2,269 -67%
CA
1430
Continuum Advisory
Idaho
$390K +$21.7K +60 +6%
RB
1431
Renasant Bank
Mississippi
$388K -$299K -825 -42%
NFG
1432
Nations Financial Group
Iowa
$388K -$6.88K -19 -2%
CFO
1433
Collective Family Office
Pennsylvania
$385K -$347K -960 -46%
SFP
1434
Sandbox Financial Partners
Maryland
$384K -$25.3K -70 -6%
CWS
1435
Cypress Wealth Services
California
$384K -$20.6K -57 -5%
VWM
1436
Venturi Wealth Management
Texas
$384K +$52.1K +144 +15%
AWM
1437
Absher Wealth Management
North Carolina
$381K +$399K +1,103 New
CWP
1438
CFM Wealth Partners
Texas
$379K -$56.5K -156 -12%
AWG
1439
Altus Wealth Group
Colorado
$379K +$28.2K +78 +8%
WPW
1440
Waldron Private Wealth
Pennsylvania
$378K +$11.9K +33 +3%
ABC
1441
Associated Banc-Corp
Wisconsin
$377K -$14.5K -40 -4%
BFG
1442
Berger Financial Group
Minnesota
$375K -$5.79K -16 -1%
LB
1443
Legacy Bridge
Iowa
$375K
PWM
1444
Prentice Wealth Management
New York
$374K +$6.15K +17 +2%
MFS
1445
Mirabella Financial Services
United Kingdom
$374K +$392K +1,083 New
MBTD
1446
Mechanics Bank - Trust Department
California
$373K +$18.5K +51 +5%
CCA
1447
Childress Capital Advisors
Texas
$373K +$70.6K +195 +22%
SWA
1448
SOA Wealth Advisors
New York
$372K -$23.5K -65 -6%
CFA
1449
Carroll Financial Associates
North Carolina
$370K -$13K -36 -3%
BU
1450
BBVA USA
Alabama
$369K -$235K -649 -38%

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.