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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
State Street
1
State Street
Massachusetts
$13.7B -$128M -353,969 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.35B -$26.9M -74,344 -0.3%
BlackRock
3
BlackRock
New York
$5.97B +$120M +330,694 +2%
Capital World Investors
4
Capital World Investors
California
$4.25B -$525M -1,450,095 -11%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.96B -$406M -1,120,609 -12%
Bank of America
6
Bank of America
North Carolina
$1.68B +$33.6M +92,715 +2%
Charles Schwab
7
Charles Schwab
California
$1.65B +$147M +405,835 +9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.55B +$52M +143,670 +3%
Morgan Stanley
9
Morgan Stanley
New York
$1.27B -$133M -366,805 -9%
Franklin Resources
10
Franklin Resources
California
$1.22B +$197M +543,607 +18%
Wells Fargo
11
Wells Fargo
California
$1.02B +$8.92M +24,644 +0.8%
Capital Research Global Investors
12
Capital Research Global Investors
California
$977M +$113M +311,657 +12%
Ameriprise
13
Ameriprise
Minnesota
$906M -$12.7M -35,181 -1%
Northern Trust
14
Northern Trust
Illinois
$874M -$26.1M -72,188 -3%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$868M -$24.7M -68,135 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$816M +$33.7M +93,238 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$738M -$81.6M -225,402 -10%
UBS Group
18
UBS Group
Switzerland
$682M -$75.9M -209,777 -10%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$620M +$194M +536,464 +43%
Capital International Investors
20
Capital International Investors
California
$619M +$457K +1,262 +0.1%
N
21
Nuveen
North Carolina
$488M -$75.7M -209,161 -13%
Legal & General Group
22
Legal & General Group
United Kingdom
$457M -$1.53M -4,227 -0.3%
Invesco
23
Invesco
Georgia
$445M -$4.74M -13,085 -1%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$435M +$4.15M +11,456 +0.9%
Stifel Financial
25
Stifel Financial
Missouri
$424M +$22.3M +61,726 +5%

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.