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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
BCM
1901
Birch Capital Management
Texas
$5K
MIM
1902
Macroview Investment Management
Maryland
$5K
PAI
1903
Pittenger & Anderson Inc
Nebraska
$4K -$48.9K -135 -92%
ODG
1904
O'Dell Group
Ohio
$4K +$3.98K +11 New
ME
1905
McIlrath & Eck
Washington
$3K -$362 -1 -9%
DWMG
1906
DB Wealth Management Group
California
$3K
LFG
1907
Larson Financial Group
Missouri
$3K
AWM
1908
Activest Wealth Management
Florida
$3K +$1.45K +4 +100%
CP
1909
Corbenic Partners
Pennsylvania
$3K +$2.9K +8 New
CWM
1910
Cranbrook Wealth Management
Michigan
$3K +$3.62K +10 New
CAM
1911
Costello Asset Management
Pennsylvania
$2K -$7.24K -20 -77%
RDFA
1912
Ritter Daniher Financial Advisory
Ohio
$2K
SNT
1913
Security National Trust
West Virginia
$2K
CI
1914
Cordant Inc
Oregon
$2K +$2.17K +6 New
BBHC
1915
Brown Brothers Harriman & Co
New York
$1.8K -$383K -1,059 -17%
TFA
1916
Transamerica Financial Advisors
Florida
$1K -$362 -1 -33%
CCMIC
1917
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1K +$1.45K +4 New
Twin Tree Management
1918
Twin Tree Management
Texas
-$19.3M -50,949 Closed
BTCPP
1919
Border to Coast Pensions Partnership
United Kingdom
-$12.5M -32,861 Closed
NC
1920
NBW Capital
Massachusetts
-$10.8M -28,655 Closed
SCA
1921
Stillwater Capital Advisors
Pennsylvania
-$10.7M -28,170 Closed
CNAM
1922
Campbell Newman Asset Management
Wisconsin
-$10.5M -27,763 Closed
Tudor Investment Corp
1923
Tudor Investment Corp
Connecticut
-$9.67M -26,731 Closed
EAM
1924
Eagle Asset Management
Florida
-$9.15M -24,174 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1925
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$7.73M -20,423 Closed

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.