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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
SCM
1651
Southport Capital Management
Tennessee
$235K -$1.45K -4 -0.6%
SICM
1652
Sustainable Insight Capital Management
New York
$235K
IIM
1653
Ipswich Investment Management
Massachusetts
$234K -$32.6K -90 -12%
PA
1654
Procyon Advisors
Connecticut
$234K +$52.1K +144 +27%
HPWM
1655
Highland Private Wealth Management
Washington
$233K -$26.4K -73 -10%
BPWM
1656
Badgley Phelps Wealth Managers
Washington
$233K +$245K +676 New
PWM
1657
Palumbo Wealth Management
New York
$232K -$25.3K -70 -9%
AFG
1658
Allegheny Financial Group
Pennsylvania
$232K
SDWMA
1659
Schneider Downs Wealth Management Advisors
Pennsylvania
$232K +$243K +671 New
VBFP
1660
Valtinson Bruner Financial Planning
Minnesota
$229K
SIM
1661
SSI Investment Management
California
$228K
JWA
1662
JFS Wealth Advisors
Pennsylvania
$228K +$37.3K +103 +18%
AL
1663
ACAS LLC
California
$227K
LF
1664
LifeSteps Financial
California
$225K -$40.9K -113 -15%
ISL
1665
Ingalls & Snyder LLC
New York
$225K -$9.05K -25 -4%
GWM
1666
GSB Wealth Management
Connecticut
$224K -$1.97M -5,431 -89%
DI
1667
DAGCO Inc
Ohio
$224K -$183K -506 -44%
LDFR
1668
Lehman & Derafelo Financial Resources
Pennsylvania
$224K -$54.3K -150 -19%
NAMP
1669
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$224K
Skandinaviska Enskilda Banken (SEB)
1670
Skandinaviska Enskilda Banken (SEB)
Sweden
$223K
WA
1671
WealthTrust Axiom
Pennsylvania
$223K
AFA
1672
AllGen Financial Advisors
Florida
$223K -$6.88K -19 -3%
CSM
1673
CAMG Solamere Management
North Carolina
$222K
WIC
1674
Whitegate Investment Counselors
New Hampshire
$222K
FA
1675
Fermata Advisors
California
$221K -$6.15K -17 -3%

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.