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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
UFF
1876
USA Financial Formulas
Michigan
$17K +$16.6K +46 +1,533%
MS
1877
Mizuho Securities
Japan
$16K -$362 -1 -2%
LAS
1878
Lloyd Advisory Services
Georgia
$16K +$9.05K +25 +125%
TFM
1879
TFC Financial Management
Massachusetts
$15K +$13.8K +38 +633%
EWA
1880
Evolution Wealth Advisors
Florida
$14K
TIM
1881
Tortoise Investment Management
New York
$14K
CA
1882
Centerpoint Advisors
Massachusetts
$14K +$3.98K +11 +38%
RA
1883
Resolute Advisors
California
$13K -$11.6K -32 -46%
FMB
1884
Field & Main Bank
Kentucky
$12K
PPWM
1885
PFG Private Wealth Management
Florida
$12K +$12.3K +34 New
CCC
1886
Crescent Capital Consulting
Louisiana
$11K
FFA
1887
Freedman Financial Associates
Massachusetts
$11K
HFM
1888
Harvest Fund Management
China
$10K
SGAM
1889
Smith Group Asset Management
Texas
$9K
TJHA
1890
Thomas J. Herzfeld Advisors
Florida
$9K
ECM
1891
Estabrook Capital Management
New York
$8.97K
WIA
1892
Wealthstreet Investment Advisors
Texas
$8K
IHWM
1893
Iron Horse Wealth Management
Iowa
$7K
SFPG
1894
Stonebridge Financial Planning Group
Florida
$7K
NL
1895
NVWM LLC
Pennsylvania
$6K -$12.3K -34 -68%
SCA
1896
Stuart Chaussee & Associates
California
$6K
TLFA
1897
True Link Financial Advisors
California
$6K
RTL
1898
Red Tortoise LLC
Georgia
$6K +$5.79K +16 New
CMA
1899
Cedar Mountain Advisors
Oregon
$6K +$6.51K +18 New
DI
1900
Disciplined Investments
Oklahoma
$5K -$1.81K -5 -25%

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.