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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
FWM
1776
Filbrandt Wealth Management
Wisconsin
$108K +$724 +2 +0.6%
BEI
1777
Benjamin Edwards Inc
Missouri
$108K +$72K +199 +176%
CC
1778
Corsicana & Co
Texas
$106K
JC
1779
JBF Capital
Colorado
$104K -$36.2K -100 -25%
PCG
1780
Private Capital Group
Connecticut
$102K -$9.05K -25 -8%
OAJ
1781
Ogorek Anthony Joseph
New York
$101K +$362 +1 +0.3%
PB
1782
Pinnacle Bancorp
Nebraska
$100K
BAM
1783
Barrett Asset Management
New York
$100K +$10.9K +30 +12%
RVM
1784
Robinson Value Management
Texas
$98K +$103K +285 New
SCM
1785
Silvant Capital Management
Georgia
$96K
CI Investments Inc
1786
CI Investments Inc
Ontario, Canada
$96K +$9.41K +26 +10%
GC
1787
Globeflex Capital
California
$94K
SWM
1788
Selective Wealth Management
Virginia
$90K +$57.9K +160 +160%
LWA
1789
Lenox Wealth Advisors
New York
$89K +$77.1K +213 +484%
HCM
1790
Highlander Capital Management
New Jersey
$86K
FWM
1791
Focused Wealth Management
New York
$85K +$362 +1 +0.4%
AW
1792
Avion Wealth
Texas
$84K
SOW
1793
State of Wyoming
Wyoming
$83K +$52.1K +144 +150%
TFGT
1794
TS Financial Group (TSFG)
Illinois
$82K +$32.2K +89 +61%
BFC
1795
Bedel Financial Consulting
Indiana
$81K
KFI
1796
Key Financial Inc
Pennsylvania
$80K +$18.8K +52 +29%
NSB
1797
Norway Savings Bank
Maine
$79K
TF
1798
Tompkins Financial
New York
$78K +$81.4K +225 New
GKWIM
1799
Gerber Kawasaki Wealth & Investment Management
California
$76K -$1.09M -3,012 -98%
EWM
1800
Edge Wealth Management
New York
$74K +$362 +1 +0.5%

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.