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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
SAM
1926
Scopus Asset Management
New York
-$6.81M -18,000 Closed
JAM
1927
Jupiter Asset Management
United Kingdom
-$6.25M -16,533 Closed
CRC
1928
Catawba River Capital
South Carolina
-$5.38M -14,222 Closed
PP
1929
Prudential plc
United Kingdom
-$4.39M -11,600 Closed
TCM
1930
Teza Capital Management
Illinois
-$3.61M -9,547 Closed
SM
1931
Sciencast Management
New Jersey
-$3.64M -9,534 Closed
BAM
1932
Blueshift Asset Management
New Jersey
-$3.49M -9,226 Closed
AWP
1933
Ascent Wealth Partners
New York
-$3.41M -9,020 Closed
ICM
1934
Invenomic Capital Management
Massachusetts
-$3.38M -8,927 Closed
E
1935
Ergoteles
New York
-$3.13M -8,270 Closed
CBT
1936
Capital Bank & Trust
California
-$2.99M -7,892 Closed
SAMC
1937
Spectrum Asset Management (California)
California
-$2.57M -6,800 Closed
QT
1938
Quantbot Technologies
New York
-$2.27M -6,004 Closed
QIM
1939
Quantitative Investment Management
Virginia
-$2.27M -5,990 Closed
PP
1940
Paloma Partners
Connecticut
-$2.24M -5,919 Closed
CC
1941
Claybrook Capital
Massachusetts
-$2.23M -5,895 Closed
B
1942
BP
United Kingdom
-$2.11M -5,583 Closed
OAM
1943
Origin Asset Management
United Kingdom
-$2.04M -5,400 Closed
IC
1944
Inscription Capital
Texas
-$2.04M -5,392 Closed
SFG
1945
SageGuard Financial Group
Tennessee
-$1.81M -4,792 Closed
PCM
1946
Prelude Capital Management
New York
-$1.59M -4,398 Closed
MYLI
1947
Meiji Yasuda Life Insurance
Japan
-$1.57M -4,163 Closed
RHP
1948
Royal Harbor Partners
Texas
-$1.45M -3,838 Closed
SCM
1949
Stevens Capital Management
Pennsylvania
-$1.37M -3,618 Closed
AR
1950
Advisory Research
Illinois
-$1.36M -3,605 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.