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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
MFW
1526
Mosaic Family Wealth
Missouri
$320K -$3.26K -9 -1%
HC
1527
Henshaw Capital
Massachusetts
$320K +$2.53K +7 +0.8%
AAP
1528
Arax Advisory Partners
Colorado
$319K +$36.6K +101 +12%
DAM
1529
Delta Asset Management
Tennessee
$318K
LCM
1530
Liberty Capital Management
Michigan
$318K
OFG
1531
Oxford Financial Group
Indiana
$317K +$6.88K +19 +2%
EPA
1532
Element Pointe Advisors
Florida
$316K -$1.2M -3,304 -78%
PWW
1533
Pettyjohn Wood & White
Virginia
$316K
LSA
1534
Lion Street Advisors
Texas
$315K +$333K +921 New
SIC
1535
Sigma Investment Counselors
Michigan
$314K -$2.53K -7 -0.8%
NWS
1536
Newport Wealth Strategies
California
$314K +$1.45K +4 +0.4%
SAMT
1537
Select Asset Management & Trust
Pennsylvania
$313K
IA
1538
Inspire Advisors
Idaho
$312K +$3.26K +9 +1%
PP
1539
PDS Planning
Ohio
$312K +$36.6K +101 +13%
EWA
1540
ERTS Wealth Advisors
Michigan
$311K +$42K +116 +15%
CC
1541
Copperleaf Capital
North Carolina
$311K +$326K +900 New
PFO
1542
Pathstone Family Office
New Jersey
$310K -$5.79K -16 -2%
BL
1543
Balentine LLC
Georgia
$310K +$325K +898 New
SIM
1544
Studio Investment Management
Illinois
$310K +$325K +899 New
GFP
1545
Gryphon Financial Partners
Ohio
$309K -$60.1K -166 -16%
BB
1546
Bell Bank
North Dakota
$309K
JFGLC
1547
Johnson Financial Group LLC (Colorado)
Colorado
$308K -$136K -375 -30%
GCA
1548
Genesee Capital Advisors
New York
$308K +$323K +892 New
JIC
1549
Joel Isaacson & Co
New York
$307K -$47.4K -131 -13%
BB
1550
Berkshire Bank
Massachusetts
$306K -$25.3K -70 -7%

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.