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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
UBV
1476
United Bank (Virginia)
Virginia
$351K +$18.1K +50 +5%
CBFP
1477
Cedar Brook Financial Partners
Ohio
$350K -$5.07K -14 -1%
BBA
1478
Braun-Bostich & Associates
Pennsylvania
$350K -$1.45K -4 -0.4%
FAM
1479
Formidable Asset Management
Ohio
$347K +$88.7K +245 +32%
TCM
1480
Triumph Capital Management
Colorado
$346K
FGAM
1481
Financial Gravity Asset Management
Texas
$345K -$2.53K -7 -28%
AF
1482
Affiance Financial
Minnesota
$345K
BPCE
1483
Bank Pictet & Cie (Europe)
Germany
$345K
CWM
1484
Calamos Wealth Management
Illinois
$345K
HC
1485
Hourglass Capital
Texas
$345K
WA
1486
WestEnd Advisors
North Carolina
$345K
BIA
1487
BHK Investment Advisors
Alabama
$345K +$10.9K +30 +3%
HAIM
1488
Hunter Associates Investment Management
Pennsylvania
$345K +$124K +344 +52%
MA
1489
MJP Associates
Connecticut
$344K +$3.26K +9 +0.9%
B
1490
Barings
North Carolina
$343K -$123K -341 -26%
CPA
1491
Capital Planning Advisors
California
$343K -$100K -277 -22%
BA
1492
Bristlecone Advisors
Washington
$343K -$18.1K -50 -5%
ANTB
1493
AMG National Trust Bank
Colorado
$343K +$11.2K +31 +3%
WIA
1494
World Investment Advisors
California
$342K -$28.2K -78 -7%
BONH
1495
Bank of New Hampshire
New Hampshire
$340K
TI
1496
Truepoint Inc
Ohio
$340K +$724 +2 +0.2%
EIA
1497
Edgemoor Investment Advisors
Maryland
$339K -$52.5K -145 -13%
KP
1498
Keel Point
Alabama
$339K +$69.8K +193 +24%
SF
1499
Symphony Financial
Texas
$338K -$257K -710 -42%
AIC
1500
Argus Investors Counsel
New York
$338K +$65.5K +181 +23%

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.