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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
ACM
1751
Antonetti Capital Management
Florida
$151K +$159K +438 New
KIG
1752
Kowal Investment Group
Wisconsin
$150K +$157K +434 New
FMP
1753
Financial Management Professionals
Texas
$147K -$362 -1 -0.2%
FEG
1754
Financial Enhancement Group
Indiana
$147K +$154K +425 New
DWP
1755
Destiny Wealth Partners
Florida
$146K +$153K +424 New
PO
1756
Private Ocean
California
$144K
MWM
1757
Mascoma Wealth Management
New Hampshire
$141K +$148K +410 New
CPA
1758
Cowen Prime Advisors
New York
$138K
NSIM
1759
North Star Investment Management
Illinois
$137K
BCA
1760
Bray Capital Advisors
Florida
$136K
EDRH
1761
Edmond de Rothschild Holding
Switzerland
$131K +$138K +380 New
SN
1762
Sittner & Nelson
Oregon
$126K
HWA
1763
HHM Wealth Advisors
Tennessee
$124K -$7.96K -22 -6%
CBT
1764
CoreFirst Bank & Trust
Kansas
$124K
LWM
1765
Liberty Wealth Management
California
$123K +$65.5K +181 +102%
MFT
1766
Moisand Fitzgerald Tamayo
Florida
$122K
LOIM
1767
Liberty One Investment Management
Illinois
$122K +$7.24K +20 +6%
GWMIA
1768
Global Wealth Management Investment Advisory
Florida
$120K +$74.2K +205 +144%
BA
1769
Bellwether Advisors
Nebraska
$119K -$1.81K -5 -1%
EL
1770
EMFO LLC
Florida
$116K
TF
1771
TimeScale Financial
Massachusetts
$115K
PFA
1772
Professional Financial Advisors
Nebraska
$115K +$724 +2 +0.6%
TFA
1773
Toth Financial Advisory
Virginia
$113K -$1.45K -4 -1%
RCA
1774
Ranch Capital Advisors
Florida
$111K +$16.3K +45 +16%
LWCFA
1775
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$108K

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.