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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
JCM
1676
Janney Capital Management
Pennsylvania
$220K +$2.9K +8 +1%
C
1677
Certuity
Florida
$219K -$13.8K -38 -6%
WDC
1678
Woodward Diversified Capital
California
$218K +$14.5K +40 +7%
CWM
1679
CCG Wealth Management
California
$217K -$27.1K -75 -11%
NCM
1680
Northside Capital Management
Oregon
$217K
ASC
1681
Atalanta Sosnoff Capital
New York
$217K +$20.6K +57 +10%
HCM
1682
Hilton Capital Management
New York
$216K -$37.3K -103 -14%
LTI
1683
Laffer Tengler Investments
Tennessee
$216K +$165K +457 +272%
BHBT
1684
Burke & Herbert Bank & Trust
Virginia
$215K
FA
1685
Faithward Advisors
Pennsylvania
$215K
HWMA
1686
Heritage Wealth Management (Arizona)
Arizona
$214K -$501K -1,384 -69%
MBT
1687
Montecito Bank & Trust
California
$213K +$9.77K +27 +5%
MFGM
1688
Marshall Financial Group (Maryland)
Maryland
$212K
TC
1689
Touchstone Capital
Pennsylvania
$212K
6M
1690
6 Meridian
Kansas
$211K -$1.68M -4,629 -88%
RPA
1691
Rock Point Advisors
Vermont
$211K
SL
1692
Stevard LLC
Illinois
$211K +$3.26K +9 +1%
RC
1693
Rinet Company
Massachusetts
$211K +$221K +612 New
SWP
1694
Summit Wealth Partners
Florida
$211K +$2.9K +8 +1%
ST
1695
Spinnaker Trust
Maine
$210K -$814K -2,250 -79%
FEM
1696
Fulcrum Equity Management
Texas
$210K +$4.71K +13 +2%
SDWIA
1697
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$209K +$219K +605 New
KTM
1698
Keeler Thomas Management
Utah
$208K
ONST
1699
Old North State Trust
North Carolina
$208K
EI
1700
Ellevest Inc
New York
$208K +$1.45K +4 +0.7%

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.