Lockheed Martin
LMT
1,952 hedge funds and large institutions have $77.7B invested in Lockheed Martin in 2021 Q1 according to their latest regulatory filings, with 208 funds opening new positions, 846 increasing their positions, 685 reducing their positions, and 178 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 846 | Existing positions reduced: 685
19% more call options, than puts
Call options by funds: $1.44B | Put options by funds: $1.21B
17% more first-time investments, than exits
New positions opened: 208 | Existing positions closed: 178
8% more funds holding in top 10
Funds holding in top 10: 36 → 39 (+3)
2% more capital invested
Capital invested by funds: $76.1B → $77.7B (+$1.62B)
1% more funds holding
Funds holding: 1,942 → 1,952 (+10)
1.16% less ownership
Funds ownership: 76.66% → 75.5% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$634M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$588M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$196M |
| 4 |
Morgan Stanley
New York
|
+$188M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$138M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.05B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$753M |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$369M |
| 4 |
Millennium Management
New York
|
-$341M |
| 5 |
State Street
Boston,
Massachusetts
|
-$253M |
LMT Hedge Fund Activity: Q1 2021 in Review
1,952 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2021, worth a combined $77.7B — up 2.1% from $76.1B a quarter earlier.
Buyers outnumbered sellers: 208 funds opened new LMT positions and 178 closed out — a net gain of 30 holders — while 846 added to existing stakes and 685 trimmed.
The largest buyer was Charles Schwab, adding an estimated $634M. The largest seller was Bank of America, cutting an estimated $1.05B.
- 1,952 institutional investors held Lockheed Martin (LMT) as of Q1 2021, up from 1,942 in Q4 2020.
- Funds reported $77.7B of Lockheed Martin stock for Q1 2021, up 2.1% quarter-over-quarter.
- 208 funds opened new Lockheed Martin positions in Q1 2021 and 178 closed out, a net change of +30 holders.
- The largest Lockheed Martin buyer in Q1 2021 was Charles Schwab, an estimated $634M added.
- The largest Lockheed Martin seller in Q1 2021 was Bank of America, an estimated $1.05B sold.
Based on aggregated 13F filings for Q1 2021.