We are live on ! Find out more
LMT icon

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
TWP
2026
Tower Wealth Partners
Pennsylvania
-$208K -550 Closed
DE
2027
Day & Ennis
Georgia
-$206K -545 Closed
PVH
2028
Psagot Value Holdings
Israel
-$205K -543 Closed
V
2029
VeraBank
Texas
-$204K -539 Closed
IAA
2030
Ironsides Asset Advisors
North Carolina
-$203K -537 Closed
SW
2031
SkyOak Wealth
Michigan
-$203K -537 Closed
TA
2032
TrueWealth Advisors
Alabama
-$203K -537 Closed
OLA
2033
Oliver Luxxe Assets
New Jersey
-$203K -536 Closed
BP
2034
BBR Partners
New York
-$202K -535 Closed
ICP
2035
Interchange Capital Partners
Pennsylvania
-$202K -535 Closed
MCM
2036
Monument Capital Management
Virginia
-$201K -530 Closed
RM
2037
Resource Management
Louisiana
-$200K -529 Closed
APW
2038
Austin Private Wealth
Texas
-$192K -507 Closed
SFO
2039
Standard Family Office
South Dakota
-$167K -441 Closed
CM
2040
Capula Management
Cayman Islands
-$153K -423 Closed
MC
2041
Maverick Capital
Texas
-$126K -334 Closed
PGWM
2042
Parisi Gray Wealth Management
New Jersey
-$122K -323 Closed
TI
2043
tru Independence
Oregon
-$121K -319 Closed
SAS
2044
Stelac Advisory Services
New York
-$101K -268 Closed
BDS
2045
Banco de Sabadell
Florida
-$100K -265 Closed
Q
2046
QVR
California
-$90.8K -251 Closed
AL
2047
ADE LLC
Maryland
-$73K -193 Closed
MA
2048
Modus Advisors
Minnesota
-$53K -139 Closed
FFG
2049
Ford Financial Group
California
-$44K -118 Closed
PWS
2050
Paragon Wealth Strategies
Florida
-$42K -110 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.