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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
BAM
1801
Bellevue Asset Management
Washington
$74K +$33.3K +92 +77%
AFS
1802
Annapolis Financial Services
Maryland
$74K +$77.1K +213 New
SMG
1803
Spectrum Management Group
Indiana
$73K +$17.4K +48 +29%
EWM
1804
Endurance Wealth Management
Rhode Island
$71K
POIA
1805
Pin Oak Investment Advisors
Texas
$71K
TCM
1806
Tradewinds Capital Management
Washington
$71K +$30.4K +84 +69%
CA
1807
Crewe Advisors
Utah
$70K
SC
1808
Steph & Co
Wisconsin
$69K +$72.4K +200 New
PH
1809
Pinnacle Holdings
Oklahoma
$65.9K +$69.1K +191 New
CTB
1810
Country Trust Bank
Illinois
$64K +$61.2K +169 +1,056%
AS
1811
Altshuler Shaham
Israel
$63K -$38K -105 -37%
MCM
1812
Manchester Capital Management
Vermont
$63K -$362 -1 -0.5%
FCM
1813
Firestone Capital Management
Florida
$62K
WB
1814
Webster Bank
Connecticut
$61K -$31.5K -87 -33%
HFM
1815
Hartford Financial Management
Connecticut
$61K
SC
1816
Solstein Capital
California
$60K +$7.24K +20 +13%
CFO
1817
CVA Family Office
Colorado
$59K -$114K -315 -67%
MFA
1818
McClarren Financial Advisors
Pennsylvania
$57K +$724 +2 +1%
HF
1819
Halpern Financial
Virginia
$56.6K +$59.4K +164 New
RAM
1820
Riggs Asset Management
Pennsylvania
$56K
PSB
1821
Piscataqua Savings Bank
New Hampshire
$54K
BCM
1822
Blume Capital Management
California
$52K
LWANC
1823
Laurel Wealth Advisors (North Carolina)
North Carolina
$52K
CWAF
1824
Core Wealth Advisors (Florida)
Florida
$52K +$54.3K +150 New
JFA
1825
JNBA Financial Advisors
Minnesota
$51K +$13.4K +37 +34%

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.