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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
FWM
1626
Fairhaven Wealth Management
Illinois
$255K
DIP
1627
DT Investment Partners
Pennsylvania
$254K -$267K -737 -50%
KTA
1628
Keeley-Teton Advisors
Illinois
$250K +$262K +725 New
WI
1629
WrapManager Inc
California
$249K -$10.5K -29 -4%
CAL
1630
Capital Advisors Ltd
Ohio
$249K
FM
1631
Family Management
New York
$248K -$13.8K -38 -5%
FMWA
1632
Forvis Mazars Wealth Advisors
Missouri
$248K +$4.71K +13 +2%
CPA
1633
Clear Perspective Advisors
Illinois
$247K -$23.5K -65 -8%
SFS
1634
Summit Financial Strategies
Ohio
$247K
PS
1635
Portfolio Strategies
New York
$246K
PIA
1636
Powell Investment Advisors
Florida
$246K
YMRC
1637
Yorktown Management & Research Company
Virginia
$245K +$257K +710 New
CCM
1638
Chilton Capital Management
Texas
$244K -$83.6K -231 -25%
CGH
1639
CMG Global Holdings
Texas
$244K -$2.9K -8 -1%
OSNBOA
1640
Old Second National Bank of Aurora
Illinois
$244K +$4.71K +13 +2%
TNAM
1641
Terra Nova Asset Management
New York
$243K
BFG
1642
Barber Financial Group
Kansas
$243K +$22.1K +61 +9%
FCA
1643
FLC Capital Advisors
California
$242K
CHC
1644
City Holding Co
West Virginia
$242K +$21K +58 +9%
SIA
1645
Soltis Investment Advisors
Utah
$241K -$1.11M -3,055 -81%
HWM
1646
Howard Wealth Management
Connecticut
$241K -$1.81K -5 -0.7%
BCM
1647
Bluefin Capital Management
New York
$240K +$252K +695 New
ATFA
1648
All Terrain Financial Advisors
Minnesota
$239K
KS
1649
Karpas Strategies
Connecticut
$238K
RWM
1650
Reston Wealth Management
Virginia
$237K -$17K -47 -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.