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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
Renaissance Technologies
151
Renaissance Technologies
New York
$34.5M -$42.8M -118,400 -54%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$34.2M +$1.11M +3,074 +3%
MNG
153
Manning & Napier Group
New York
$34.1M -$380K -1,049 -1%
Lazard Asset Management
154
Lazard Asset Management
New York
$33.9M -$9.74M -26,906 -22%
LCAM
155
London & Capital Asset Management
United Kingdom
$33.8M +$7.47M +20,646 +27%
SFG
156
Sather Financial Group
Texas
$33.5M +$1.29M +3,551 +4%
MCM
157
MAI Capital Management
Ohio
$33.5M +$4.59M +12,695 +15%
RA
158
Rovida Advisors
Florida
$32.8M +$392K +1,082 +1%
RHBC
159
R.H. Bluestein & Co
Michigan
$31M +$819K +2,262 +3%
NAMA
160
Nikko Asset Management Americas
New York
$30.8M +$16M +44,162 +98%
Cambridge Investment Research Advisors
161
Cambridge Investment Research Advisors
Iowa
$30.4M -$2.45M -6,770 -7%
Macquarie Group
162
Macquarie Group
Australia
$30.3M +$469K +1,295 +1%
SIC
163
Schwartz Investment Counsel
Michigan
$29.2M +$6.51M +18,000 +27%
DRZID
164
DePrince Race & Zollo Inc (DRZ)
Florida
$28.8M +$1.62M +4,470 +6%
RPI
165
Railway Pension Investments
United Kingdom
$28.6M
AIA
166
Avalon Investment & Advisory
Texas
$28.6M -$2.99M -8,274 -9%
USAA
167
United Services Automobile Association
Texas
$27.9M
N
168
Natixis
France
$27.7M -$6.87M -18,994 -19%
Ensign Peak Advisors
169
Ensign Peak Advisors
Utah
$27.3M +$6.31M +17,423 +28%
AP
170
Atwood & Palmer
Missouri
$27.2M -$905K -2,500 -3%
BF
171
BOK Financial
Oklahoma
$27M +$28.3M +78,250 New
CIA
172
Capital Investment Advisors
Georgia
$26.7M +$1.55M +4,296 +6%
BFM
173
Boston Financial Management
Massachusetts
$26.4M -$38K -105 -0.1%
SO
174
STRS Ohio
Ohio
$26.1M -$2.28M -6,307 -8%
VDI
175
Vaughan David Investments
Illinois
$26M +$1.25M +3,453 +5%

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.