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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
FMW
1451
Farr Miller & Washington
District of Columbia
$369K
UC
1452
Unio Capital
New Jersey
$369K +$1.81K +5 +0.5%
JIP
1453
JBJ Investment Partners
South Carolina
$368K -$4.34K -12 -1%
MCM
1454
Marathon Capital Management
Maryland
$367K -$36.2K -100 -9%
TBNY
1455
Trustco Bank (New York)
New York
$366K +$1.09K +3 +0.3%
Members Trust
1456
Members Trust
Florida
$366K +$23.9K +66 +7%
RQS
1457
Ramsey Quantitative Systems
Kentucky
$366K +$384K +1,060 New
CAM
1458
Columbia Asset Management
Michigan
$365K +$1.81K +5 +0.5%
RWM
1459
Ritholtz Wealth Management
New York
$364K -$38.7K -107 -9%
HBT
1460
Hills Bank & Trust
Iowa
$364K +$38K +105 +11%
BWA
1461
BlueSky Wealth Advisors
North Carolina
$363K -$27.9K -77 -7%
TSWM
1462
Triangle Securities Wealth Management
North Carolina
$363K +$14.8K +41 +4%
KA
1463
Kozak & Associates
Colorado
$363K +$386K +1,066 New
DWA
1464
Douglass Winthrop Advisors
New York
$362K -$32.6K -90 -8%
CPIG
1465
Chicago Partners Investment Group
Illinois
$361K -$75.3K -208 -16%
PCMC
1466
Paragon Capital Management (Colorado)
Colorado
$360K +$1.45K +4 +0.4%
QP
1467
Quilter Plc
United Kingdom
$359K +$15.6K +43 +4%
DA
1468
Detalus Advisors
Missouri
$358K +$1.09K +3 +0.3%
PWM
1469
Paulson Wealth Management
Illinois
$358K +$161K +444 +75%
EB
1470
Eastern Bank
Massachusetts
$357K -$2.37M -6,538 -86%
SFA
1471
Sequoia Financial Advisors
Ohio
$354K -$3.64M -10,049 -91%
BFA
1472
Bragg Financial Advisors
North Carolina
$353K
GWM
1473
Greenhouse Wealth Management
Connecticut
$353K
FAN
1474
Financial Advisors Network
California
$353K +$11.6K +32 +3%
PA
1475
PFG Advisors
Arizona
$351K -$7.24K -20 -2%

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.