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Lockheed Martin
LMT

Overview Fund Activity

1,944 hedge funds and large institutions have $77.6B invested in Lockheed Martin in 2021 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 843 increasing their positions, 683 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,944
Holders Change
+9
Holders Change %
+0.47%
% of All Funds
34.23%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
0.69%
New
207
Increased
843
Reduced
683
Closed
179
Calls
$1.39B
Puts
$1.19B
Net Calls
+$199M
Net Calls Change
+$230M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$683M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$633M
3
Franklin Resources
Franklin Resources
California
+$211M
4
Morgan Stanley
Morgan Stanley
New York
+$202M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$149M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.13B
2
Capital World Investors
Capital World Investors
California
-$811M
3
GQG Partners
GQG Partners
Florida
-$398M
4
Millennium Management
Millennium Management
New York
-$367M
5
State Street
State Street
Massachusetts
-$273M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
551
Perigon Wealth Management
California
$4.13M +$143K +387 +4%
BIAS
552
Beacon Investment Advisory Services
New Jersey
$4.1M -$14.8K -40 -0.4%
SLWS
553
Swaine & Leidel Wealth Services
Florida
$4.1M +$664K +1,798 +19%
TCOV
554
Trust Company of Vermont
Vermont
$4.1M -$106K -286 -3%
KIA
555
KCM Investment Advisors
California
$4.04M -$3.33M -9,023 -45%
CT
556
Chicago Trust
Illinois
$4.03M -$135K -366 -3%
IWP
557
Icon Wealth Partners
Texas
$4.02M +$523K +1,416 +15%
HAS
558
HBW Advisory Services
California
$4.02M +$3.67M +9,944 +1,070%
OIM
559
Opus Investment Management
Massachusetts
$4.02M +$3.28M +8,870 +444%
FMBTD
560
First Midwest Bank Trust Division
Illinois
$4.01M -$156K -421 -4%
VFA
561
Valeo Financial Advisors
Indiana
$4M -$12.9M -34,814 -76%
NGA
562
Naples Global Advisors
Florida
$3.99M +$328K +887 +9%
LI
563
Lafayette Investments
Maryland
$3.98M +$426K +1,153 +12%
NB
564
NBT Bank
New York
$3.96M +$331K +895 +9%
KFC
565
Klingenstein Fields & Co
New York
$3.95M -$160K -434 -4%
SIS
566
Sound Income Strategies
Florida
$3.95M +$2.37M +6,426 +151%
OHIS
567
Oak Harvest Investment Services
Texas
$3.94M -$1.18M -3,195 -23%
ECU
568
Eisler Capital (UK)
United Kingdom
$3.92M +$3.92M +10,617 New
OGC
569
Oak Grove Capital
New Hampshire
$3.92M +$504K +1,365 +15%
HI
570
Harbour Investments
Wisconsin
$3.92M +$3.92M +10,596 New
SAM
571
Smithbridge Asset Management
Pennsylvania
$3.89M +$497K +1,345 +15%
GVAG
572
Great Valley Advisor Group
Delaware
$3.89M +$80.9K +219 +2%
ICM
573
Invenomic Capital Management
Massachusetts
$3.88M +$3.45M +9,345 +808%
LG
574
LaFleur & Godfrey
Michigan
$3.87M +$194K +526 +5%
Wealthfront Advisers
575
Wealthfront Advisers
California
$3.87M -$196K -530 -5%
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