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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
ECM
1726
Elgethun Capital Management
South Dakota
$186K -$16.6K -46 -8%
EWM
1727
Evermay Wealth Management
Virginia
$185K +$15.2K +42 +9%
AWM
1728
Avior Wealth Management
Nebraska
$182K +$26.8K +74 +16%
HWA
1729
Heritage Wealth Advisors
Virginia
$181K
VRM
1730
Vectors Research Management
New York
$181K +$24.6K +68 +15%
RCG
1731
Rock Creek Group
District of Columbia
$179K -$152K -419 -45%
FNBOSM
1732
First National Bank of South Miami
Florida
$179K +$7.24K +20 +4%
PMFA
1733
Plante Moran Financial Advisors
Michigan
$178K +$97K +268 +108%
MAWCM
1734
Mine & Arao Wealth Creation & Management
California
$175K
EBA
1735
Eagle Bay Advisors
New York
$175K +$64.4K +178 +54%
APP
1736
Alpha Paradigm Partners
Illinois
$173K -$27.1K -75 -13%
CFFP
1737
Center for Financial Planning
Michigan
$171K -$4.71K -13 -3%
FPS
1738
Fieldpoint Private Securities
Connecticut
$166K -$28.6K -79 -14%
Kayne Anderson Rudnick Investment Management
1739
Kayne Anderson Rudnick Investment Management
California
$162K
TWM
1740
Tradition Wealth Management
Minnesota
$161K +$362 +1 +0.2%
JWM
1741
Jackson Wealth Management
Florida
$160K +$235K +649 +4%
DWA
1742
Dougherty Wealth Advisers
Minnesota
$159K
FMTCOCP
1743
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$157K -$7.6K -21 -4%
GAM
1744
Gemmer Asset Management
California
$157K -$724 -2 -0.4%
AA
1745
AlphaMark Advisors
Kentucky
$157K +$1.81K +5 +1%
VCM
1746
Versant Capital Management
Arizona
$156K +$129K +356 +367%
CFD
1747
Creative Financial Designs
Indiana
$155K +$15.2K +42 +10%
CH
1748
Canton Hathaway
Rhode Island
$155K +$18.1K +50 +13%
NFSG
1749
Newbridge Financial Services Group
Florida
$152K -$99.5K -275 -38%
SWM
1750
Sugarloaf Wealth Management
Georgia
$152K -$13K -36 -8%

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.