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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
WP
2001
WMS Partners
Maryland
-$252K -665 Closed
AF
2002
Apexium Financial
Texas
-$249K -664 Closed
CF
2003
Clarity Financial
Texas
-$250K -662 Closed
WFMPM
2004
Woodley Farra Manion Portfolio Management
Indiana
-$244K -644 Closed
CFA
2005
Camarda Financial Advisors
Florida
-$242K -640 Closed
JC
2006
Jacobs & Co
California
-$240K -635 Closed
DLA
2007
Douglas Lane & Associates
New York
-$229K -605 Closed
WA
2008
Wealth Architects
California
-$229K -605 Closed
OL
2009
Optas LLC
Texas
-$229K -604 Closed
SB
2010
Sunflower Bank
Texas
-$229K -604 Closed
CIC
2011
Crawford Investment Counsel
Georgia
-$227K -599 Closed
LGA
2012
Lebenthal Global Advisors
New York
-$224K -593 Closed
CAWM
2013
Capital Advisors Wealth Management
Washington
-$223K -590 Closed
WCAMG
2014
Woodard & Company Asset Management Group
North Carolina
-$219K -578 Closed
PTP
2015
Platform Technology Partners
New York
-$218K -577 Closed
IPW
2016
Inlet Private Wealth
Florida
-$218K -575 Closed
PCP
2017
Proficio Capital Partners
Massachusetts
-$216K -571 Closed
RWP
2018
Ridgecrest Wealth Partners
California
-$215K -569 Closed
CCB
2019
Cutter & Co Brokerage
Missouri
-$213K -564 Closed
QCIG
2020
Quad-Cities Investment Group
Iowa
-$212K -561 Closed
LC
2021
Landaas & Company
Wisconsin
-$212K -560 Closed
BFPW
2022
BOK Financial Private Wealth
Colorado
-$212K -559 Closed
VCWA
2023
Vanguard Capital Wealth Advisors
Colorado
-$211K -559 Closed
YIA
2024
YHB Investment Advisors
Connecticut
-$210K -554 Closed
BDFN
2025
Bond & Devick Financial Network
Minnesota
-$208K -550 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.