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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
BHC
126
Bowen Hanes & Co
Florida
$42.4M +$1.09M +3,020 +3%
GKIM
127
GW&K Investment Management
Massachusetts
$42M +$330K +913 +0.8%
Loomis, Sayles & Company
128
Loomis, Sayles & Company
Massachusetts
$41M +$4.56M +12,587 +12%
CS
129
Credit Suisse
Switzerland
$40.7M -$10M -27,736 -19%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$40.6M +$10.2M +28,149 +32%
CI
131
Conning Inc
Connecticut
$40.4M +$2.12M +5,863 +5%
WIC
132
Willis Investment Counsel
Georgia
$40.4M +$1.84M +5,085 +5%
HIIFS
133
Harel Insurance Investments & Financial Services
Israel
$40.1M -$33.9M -93,738 -45%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$40M +$418K +1,155 +1%
ZIM
135
Zacks Investment Management
Illinois
$39.8M +$975K +2,694 +2%
TD Asset Management
136
TD Asset Management
Ontario, Canada
$39.7M -$678K -1,873 -2%
GLA
137
Great Lakes Advisors
Illinois
$38.9M +$202K +558 +0.5%
Korea Investment Corp
138
Korea Investment Corp
South Korea
$38.3M +$7.85M +21,700 +24%
Mitsubishi UFJ Asset Management
139
Mitsubishi UFJ Asset Management
Japan
$38M +$3.4M +9,403 +9%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$37.7M +$1.15M +3,189 +3%
Retirement Systems of Alabama
141
Retirement Systems of Alabama
Alabama
$37.6M -$542K -1,498 -1%
RCM
142
RNC Capital Management
California
$37M +$128K +353 +0.3%
CAG
143
Crestwood Advisors Group
Massachusetts
$36.4M -$130K -358 -0.3%
HCL
144
Heard Capital LLC
Illinois
$36.3M +$9.07M +25,051 +31%
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$36.1M +$107K +296 +0.3%
PWAG
146
Polaris Wealth Advisory Group
California
$35.6M +$36.3M +100,402 +12,441%
WG
147
Welch Group
Alabama
$35.3M +$1.26M +3,476 +4%
RG
148
Rathbones Group
United Kingdom
$35.1M +$4.5M +12,432 +14%
ORIO
149
Old Republic International (ORI)
Illinois
$34.8M +$19.5M +54,000 +115%
AII
150
AGF Investments Inc
Ontario, Canada
$34.8M +$8.33M +23,011 +30%

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.