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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
GC
1576
Gilbert & Cook
Iowa
$284K +$1.09K +3 +0.4%
CPSC
1577
Carl P. Sherr & Co
Massachusetts
$283K -$55.7K -154 -16%
LC
1578
Lindbrook Capital
California
$283K -$10.1K -28 -3%
BCAM
1579
Boston Common Asset Management
Massachusetts
$283K +$3.98K +11 +1%
TWM
1580
Titus Wealth Management
California
$283K +$4.34K +12 +1%
FWM
1581
FFT Wealth Management
Pennsylvania
$282K +$5.79K +16 +2%
AWM
1582
Accel Wealth Management
Iowa
$281K +$1.45K +4 +0.5%
NL
1583
NWAM LLC
Washington
$281K +$2.17K +6 +0.7%
MA
1584
MCF Advisors
Kentucky
$281K +$5.43K +15 +2%
FMN
1585
Financial Management Network
California
$280K +$9.41K +26 +3%
GL
1586
Graypoint LLC
New York
$278K +$7.24K +20 +3%
RWI
1587
Red Wave Investments
Pennsylvania
$277K -$6.51K -18 -2%
ACM
1588
Allred Capital Management
Texas
$277K +$362 +1 +0.1%
KFP
1589
KB Financial Partners
New Jersey
$277K +$32.9K +91 +13%
B
1590
Bailard
California
$277K +$60.4K +167 +26%
PA
1591
PSI Advisors
Florida
$277K +$290K +802 New
ALAM
1592
Asahi Life Asset Management
Japan
$276K -$14.5K -40 -5%
SIC
1593
Salem Investment Counselors
North Carolina
$276K -$1.45K -4 -0.5%
HVP
1594
Hudson Value Partners
Florida
$275K
JWCA
1595
J.W. Coons Advisors
Ohio
$274K
AC
1596
Addison Capital
Pennsylvania
$274K +$287K +793 New
SCM
1597
Schnieders Capital Management
California
$273K +$9.77K +27 +4%
CPA
1598
Court Place Advisors
Maryland
$272K +$54.3K +150 +24%
SCA
1599
Stonebridge Capital Advisors
Minnesota
$271K +$31.1K +86 +12%
PCS
1600
Personal CFO Solutions
New Jersey
$270K +$47K +130 +20%

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.