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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
Wealth Enhancement Advisory Services
1951
Wealth Enhancement Advisory Services
Minnesota
-$1.29M -3,416 Closed
WI
1952
WBI Investments
New Jersey
-$1.16M -3,064 Closed
MWP
1953
Meridian Wealth Partners
Pennsylvania
-$1.14M -3,015 Closed
AIA
1954
Arbor Investment Advisors
North Carolina
-$1.06M -2,804 Closed
GQG Partners
1955
GQG Partners
Florida
-$975K -2,578 Closed
ARC
1956
Advisor Resource Council
Texas
-$949K -2,510 Closed
SEM
1957
Suncoast Equity Management
Florida
-$930K -2,458 Closed
DTL
1958
Dynamic Technology Lab
Singapore
-$904K -2,389 Closed
PWM
1959
PRW Wealth Management
Massachusetts
-$903K -2,388 Closed
RCM
1960
Radnor Capital Management
Pennsylvania
-$865K -2,285 Closed
SSI
1961
Scott & Selber Inc
Texas
-$861K -2,275 Closed
FC
1962
FORA Capital
Florida
-$852K -2,253 Closed
SFA
1963
Souders Financial Advisors
Ohio
-$849K -2,244 Closed
SNBOSD
1964
Security National Bank of So Dak
Iowa
-$810K -2,141 Closed
SIGI
1965
Susquehanna International Group (Ireland)
Ireland
-$778K -2,055 Closed
CRI
1966
Colonial River Investments
Virginia
-$695K -1,836 Closed
BC
1967
Bridgefront Capital
Texas
-$689K -1,822 Closed
EMG
1968
ETF Managers Group
New Jersey
-$674K -1,805 Closed
WBG
1969
Wharton Business Group
Pennsylvania
-$669K -1,769 Closed
RWA
1970
Redhawk Wealth Advisors
Minnesota
-$656K -1,734 Closed
DFCM
1971
Dark Forest Capital Management
Puerto Rico
-$599K -1,584 Closed
GAM
1972
Grandview Asset Management
Pennsylvania
-$586K -1,549 Closed
PCIA
1973
Prime Capital Investment Advisors
Kansas
-$563K -1,488 Closed
LIG
1974
Lokken Investment Group
Delaware
-$485K -1,283 Closed
WW
1975
Westshore Wealth
California
-$448K -1,185 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.