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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
MAM
1601
Marotta Asset Management
Virginia
$268K
KC
1602
Kingfisher Capital
North Carolina
$268K +$1.81K +5 +0.6%
Dodge & Cox
1603
Dodge & Cox
California
$267K
CLOS
1604
Compagnie Lombard Odier SCmA
Switzerland
$266K
BAS
1605
Brown Advisory Securities
Maryland
$265K -$241K -667 -46%
SEP
1606
Southland Equity Partners
Missouri
$264K +$3.98K +11 +1%
SWA
1607
SFMG Wealth Advisors
Texas
$264K +$6.51K +18 +2%
CWP
1608
Concord Wealth Partners
Virginia
$262K -$183K -505 -40%
SHA
1609
Seneca House Advisors
Virginia
$261K +$274K +757 New
CWC
1610
Carolinas Wealth Consulting
North Carolina
$259K -$44.5K -123 -14%
PCTC
1611
Perkins Coie Trust Company
Washington
$259K
SPC
1612
Stewart & Patten Company
California
$259K
NAS
1613
Nicolet Advisory Services
Wisconsin
$259K +$6.51K +18 +2%
NWA
1614
Navis Wealth Advisors
New York
$259K +$54.3K +150 +25%
PG
1615
Prostatis Group
Maryland
$258K -$71.3K -197 -21%
OAM
1616
Occidental Asset Management
California
$258K
CNB
1617
Camden National Bank
Maine
$258K +$270K +747 New
ET
1618
Equitable Trust
Tennessee
$257K -$50.7K -140 -16%
NAM
1619
NTV Asset Management
West Virginia
$257K +$38K +105 +16%
LA
1620
LVW Advisors
New York
$256K -$10.9K -30 -4%
MTC
1621
McDaniel Terry & Co
Texas
$256K
BWM
1622
Baystate Wealth Management
Massachusetts
$256K +$1.81K +5 +0.7%
KM
1623
Kalos Management
Georgia
$256K +$13.4K +37 +5%
PR
1624
Payden & Rygel
California
$255K -$18M -49,660 -99%
RFM
1625
Royal Fund Management
Florida
$255K -$29.3K -81 -10%

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.