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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
BIA
1826
Bell Investment Advisors
California
$51K +$53.2K +147 New
GCM
1827
Gladius Capital Management
Illinois
$49K +$40.2K +111 +370%
TAIM
1828
TD Ameritrade Investment Management
Nebraska
$48K +$13.8K +38 +43%
HDIM
1829
Hanson & Doremus Investment Management
Vermont
$47K +$48.9K +135 New
AP
1830
Arlington Partners
Alabama
$44K +$46.3K +128 New
RWML
1831
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$43.5K
ACA
1832
Atlas Capital Advisors
Wyoming
$41.4K
JEST
1833
JTC Employer Solutions Trustee
Jersey
$41K
COCM
1834
Charter Oak Capital Management
New Hampshire
$40K
TFS
1835
TrustCore Financial Services
Tennessee
$40K +$4.71K +13 +13%
EARNEST Partners
1836
EARNEST Partners
Georgia
$39K
FPFS
1837
First Personal Financial Services
North Carolina
$38K
RIA
1838
RPG Investment Advisory
California
$38K
BMD
1839
Better Money Decisions
New Mexico
$38K +$9.41K +26 +31%
TFIPS
1840
Towarzystwo Funduszy Inwestycyjnych PZU SA
$38K
PG
1841
Proffitt & Goodson
Tennessee
$37K
SQA
1842
Simon Quick Advisors
New Jersey
$36K -$15.6K -43 -29%
BCV
1843
Banque Cantonale Vaudoise
Switzerland
$36K
PP
1844
PrairieView Partners
Minnesota
$36K
IWP
1845
IAG Wealth Partners
Wisconsin
$36K +$362 +1 +1%
PCA
1846
Providence Capital Advisors
North Carolina
$36K +$38K +105 New
WIM
1847
Westside Investment Management
California
$35.2K +$15.2K +42 +3%
CDIA
1848
Capital Directions Investment Advisors
Georgia
$35K +$18.8K +52 +104%
TCWA
1849
Ten Capital Wealth Advisors
Washington
$35K +$36.2K +100 New
SC
1850
Sierra Capital
Florida
$34K

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.