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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
TFO
1501
Tarbox Family Office
California
$337K -$724 -2 -0.2%
FCBT
1502
First Citizens Bank & Trust
North Carolina
$337K +$7.96K +22 +2%
BCM
1503
Becker Capital Management
Oregon
$336K -$72.4K -200 -17%
LWM
1504
Lyell Wealth Management
California
$335K
DHFB
1505
Dixon Hubard Feinour & Brown
Virginia
$335K +$57.9K +160 +20%
OWA
1506
Octavia Wealth Advisors
Ohio
$334K +$51.4K +142 +17%
ITIM
1507
Indiana Trust & Investment Management
Indiana
$333K -$23.2K -64 -6%
HCM
1508
Hodges Capital Management
Texas
$333K
QAM
1509
QCI Asset Management
New York
$333K
T
1510
TrueFG
Texas
$332K
PWS
1511
Private Wealth Strategies
Ohio
$332K +$3.98K +11 +1%
FHC
1512
First Heartland Consultants
Missouri
$331K -$111K -307 -24%
MIM
1513
Merrion Investment Management
New Jersey
$329K -$434K -1,199 -56%
AWA
1514
Acorn Wealth Advisors
Michigan
$328K +$1.09K +3 +0.3%
VFPI
1515
Vantage Financial Partners (Illinois)
Illinois
$328K +$63.3K +175 +23%
SG
1516
Stonnington Group
California
$327K -$81.8K -226 -20%
GWS
1517
Glassman Wealth Services
Virginia
$327K -$2.9K -8 -0.8%
SAM
1518
SignalPoint Asset Management
Missouri
$327K +$40.2K +111 +13%
TLP
1519
Trinity Legacy Partners
Texas
$326K +$342K +944 New
AWP
1520
Abacus Wealth Partners
California
$326K +$36.6K +101 +12%
CIA
1521
Choate Investment Advisors
Massachusetts
$324K
DWM
1522
Dakota Wealth Management
Florida
$323K -$132K -364 -28%
WMA
1523
Wealth Management Associates
New Jersey
$322K +$33.3K +92 +11%
AMC
1524
Asset Management Corp
Illinois
$322K +$2.17K +6 +0.6%
EA
1525
Emerald Advisors
Washington
$321K +$19.5K +54 +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.