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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
TCWM
1551
Total Clarity Wealth Management
Illinois
$306K -$4.34K -12 -1%
MAA
1552
Mraz Amerine & Associates
California
$306K +$121K +335 +61%
EP
1553
Eudaimonia Partners
Tennessee
$305K +$9.41K +26 +3%
PHK
1554
Point72 Hong Kong
Hong Kong
$304K -$7.98M -22,037 -96%
BEAM
1555
Baker Ellis Asset Management
Washington
$304K -$148K -410 -33%
CAN
1556
Claraphi Advisory Network
United States
$302K -$180K -498 -36%
PCH
1557
PGIM Custom Harvest
New Jersey
$302K
VI
1558
Versor Investments
New York
$300K -$73.5K -203 -19%
ED
1559
Exane Derivatives
France
$299K -$304K -841 -49%
IWA
1560
Intercontinental Wealth Advisors
Texas
$297K -$26.8K -74 -8%
JWM
1561
JFG Wealth Management
Colorado
$297K
RTC
1562
Riverview Trust Company
Washington
$296K
AAM
1563
Autus Asset Management
Arizona
$296K +$54.3K +150 +21%
TIA
1564
Tiemann Investment Advisors
California
$295K -$18.1K -50 -6%
OPA
1565
Old Port Advisors
Maine
$295K +$9.05K +25 +3%
AC
1566
Avestar Capital
New York
$294K -$138K -380 -31%
AI
1567
Accredited Investors
Minnesota
$294K +$4.71K +13 +2%
OC
1568
Oarsman Capital
Wisconsin
$293K
CCMW
1569
Cypress Capital Management (Wyoming)
Wyoming
$292K
BCM
1570
Bienville Capital Management
New York
$291K
PPW
1571
Parcion Private Wealth
Washington
$290K +$9.77K +27 +4%
SW
1572
StrongBox Wealth
Missouri
$288K -$2.9K -8 -1%
SSWM
1573
Sheets Smith Wealth Management
North Carolina
$287K -$11.2K -31 -4%
IWA
1574
IVC Wealth Advisors
Pennsylvania
$287K +$16.6K +46 +6%
BFO
1575
Biltmore Family Office
North Carolina
$286K -$18.1K -50 -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.