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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
WAS
1851
Winch Advisory Services
Wisconsin
$34K
CCA
1852
Column Capital Advisors
Indiana
$32K
BWP
1853
Baldwin Wealth Partners
Massachusetts
$29K
RIM
1854
Rockbridge Investment Management
New York
$29K
EW
1855
Evoke Wealth
California
$28K +$2.9K +8 +11%
ASBI
1856
American State Bank (Iowa)
Iowa
$27.6K
NC
1857
NewSquare Capital
Pennsylvania
$27K
CIA
1858
Cascade Investment Advisors
Oregon
$25.9K
MRCM
1859
M&R Capital Management
New Jersey
$25K -$72.4K -200 -73%
CAGAS
1860
Capital Advisory Group Advisory Services
Minnesota
$25K
HWM
1861
HighMark Wealth Management
Minnesota
$25K
ARMC
1862
American Research & Management Company
Massachusetts
$24K
Nisa Investment Advisors
1863
Nisa Investment Advisors
Missouri
$23.1K +$847K +2,340 +4%
APWA
1864
Atlas Private Wealth Advisors
New Jersey
$23K
CYG
1865
Clean Yield Group
Vermont
$23K
GGI
1866
Godsey & Gibb Inc
Virginia
$21K -$20.3K -56 -48%
FRA
1867
Front Row Advisors
California
$21K
OCM
1868
Orion Capital Management
California
$21K
AWMS
1869
Advocacy Wealth Management Services
Georgia
$20K +$6.88K +19 +50%
IAS
1870
IMA Advisory Services
Colorado
$19K
MAM
1871
McCarthy Asset Management
California
$18K
YAL
1872
Your Advocates Ltd
Texas
$18K +$362 +1 +2%
AIM
1873
Arcadia Investment Management
Michigan
$17K -$6.51K -18 -26%
AA
1874
Addison Advisors
Vermont
$17K
IPW
1875
IronBridge Private Wealth
Texas
$17K

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.