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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 %
ACM
751
Aljian Capital Management
Nevada
$2.2M -$461K -1,248 -17%
PTC
752
Private Trust Company
Ohio
$2.18M -$455K -1,231 -17%
FPCM
753
Financial Partners Capital Management
New York
$2.16M +$2.16M +5,847 New
TIP
754
Torray Investment Partners
Maryland
$2.16M +$756K +2,046 +54%
CIP
755
Convergence Investment Partners
Florida
$2.16M -$233K -630 -10%
APP
756
Avantax Planning Partners
Iowa
$2.15M -$677K -1,833 -24%
TCM
757
Traynor Capital Management
Pennsylvania
$2.13M -$119K -321 -5%
IWC
758
Integrated Wealth Concepts
Massachusetts
$2.12M +$807K +2,184 +61%
SWM
759
SeaCrest Wealth Management
New York
$2.12M +$87.2K +236 +4%
BAM
760
Belpointe Asset Management
Nevada
$2.12M +$118K +320 +6%
SSB
761
Sandy Spring Bank
Maryland
$2.11M +$522K +1,412 +33%
Federated Hermes
762
Federated Hermes
Pennsylvania
$2.11M -$11.8M -32,022 -85%
PWA
763
Phoenix Wealth Advisors
North Carolina
$2.1M +$99.8K +269 +5%
TPA
764
Trivium Point Advisory
Connecticut
$2.1M -$195K -528 -9%
JWCA
765
J.W. Cole Advisors
Florida
$2.09M +$500K +1,354 +31%
4WM
766
44 Wealth Management
Oregon
$2.09M -$243K -659 -10%
VC
767
Vicus Capital
Pennsylvania
$2.08M -$702K -1,899 -25%
GDP
768
Great Diamond Partners
Maine
$2.08M -$467K -1,264 -18%
OIA
769
OneDigital Investment Advisors
Kansas
$2.08M +$51.7K +140 +3%
ATC
770
Adirondack Trust Company
New York
$2.06M +$205K +555 +11%
Axa
771
Axa
France
$2.06M +$148K +400 +8%
MSA
772
Marino Stram & Associates
Massachusetts
$2.06M +$161K +437 +9%
SFG
773
SevenBridge Financial Group
Pennsylvania
$2.05M +$1.11K +3 +0.1%
MCWS
774
McKinley Carter Wealth Services
West Virginia
$2.05M +$211K +570 +11%
Cerity Partners
775
Cerity Partners
New York
$2.04M -$21.1K -57 -1%
29 30
31
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