Lockheed Martin
LMT
2,059 hedge funds and large institutions have $71.5B invested in Lockheed Martin in 2021 Q4 according to their latest regulatory filings, with 316 funds opening new positions, 758 increasing their positions, 769 reducing their positions, and 136 closing their positions.
132% more first-time investments, than exits
New positions opened: 316 | Existing positions closed: 136
19% more call options, than puts
Call options by funds: $2.06B | Put options by funds: $1.73B
7% more funds holding
Funds holding: 1,920 → 2,059 (+139)
2% more capital invested
Capital invested by funds: $70.3B → $71.5B (+$1.22B)
0.6% less ownership
Funds ownership: 73.53% → 72.93% (-0.6%)
1% less repeat investments, than reductions
Existing positions increased: 758 | Existing positions reduced: 769
8% less funds holding in top 10
Funds holding in top 10: 25 → 23 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$399M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$158M |
| 3 |
Two Sigma Investments
New York
|
+$157M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$147M |
| 5 |
Morgan Stanley
New York
|
+$128M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$338M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$261M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$152M |
| 4 |
Janus Henderson Group
London,
|
-$134M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$121M |
LMT Hedge Fund Activity: Q4 2021 in Review
2,059 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q4 2021, worth a combined $71.5B — up 1.7% from $70.3B a quarter earlier.
Buyers outnumbered sellers: 316 funds opened new LMT positions and 136 closed out — a net gain of 180 holders — while 758 added to existing stakes and 769 trimmed.
The largest buyer was Capital World Investors, adding an estimated $399M. The largest seller was Ameriprise, cutting an estimated $338M.
- 2,059 institutional investors held Lockheed Martin (LMT) as of Q4 2021, up from 1,920 in Q3 2021.
- Funds reported $71.5B of Lockheed Martin stock for Q4 2021, up 1.7% quarter-over-quarter.
- 316 funds opened new Lockheed Martin positions in Q4 2021 and 136 closed out, a net change of +180 holders.
- The largest Lockheed Martin buyer in Q4 2021 was Capital World Investors, an estimated $399M added.
- The largest Lockheed Martin seller in Q4 2021 was Ameriprise, an estimated $338M sold.
Based on aggregated 13F filings for Q4 2021.