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Lockheed Martin
LMT

Overview Fund Activity

2,050 hedge funds and large institutions have $71B invested in Lockheed Martin in 2021 Q4 according to their latest regulatory filings, with 315 funds opening new positions, 755 increasing their positions, 766 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,050
Holders Change
+138
Holders Change %
+7.22%
% of All Funds
31.66%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.36%
New
315
Increased
755
Reduced
766
Closed
137
Calls
$2.06B
Puts
$1.73B
Net Calls
+$327M
Net Calls Change
-$11.5M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$410M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$162M
3
Two Sigma Investments
Two Sigma Investments
New York
+$161M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$151M
5
Morgan Stanley
Morgan Stanley
New York
+$131M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$347M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$268M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$156M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$138M
5
Capital International Investors
Capital International Investors
California
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
801
Soltis Investment Advisors
Utah
$1.8M +$1.56M +4,376 +626%
SSG
802
Summit Securities Group
New York
$1.79M -$61.8K -174 -3%
RDWM
803
Red Door Wealth Management
Tennessee
$1.79M +$246K +691 +16%
MWM
804
MinichMacGregor Wealth Management
New York
$1.78M -$18.8K -53 -1%
CIC
805
Cornercap Investment Counsel
Georgia
$1.78M +$7.11K +20 +0.4%
MCAI
806
Members Capital Advisors Inc
Wisconsin
$1.77M – – –
GW
807
GW & Wade
Massachusetts
$1.77M +$241K +677 +16%
OSAM
808
O'Shaughnessy Asset Management
Connecticut
$1.76M +$350K +986 +25%
UAS
809
United Asset Strategies
New York
$1.76M -$10.7K -30 -0.6%
LNWWM
810
Laird Norton Wetherby Wealth Management
California
$1.76M +$73.6K +207 +4%
MCM
811
Murphy Capital Management
New Jersey
$1.75M -$210K -590 -11%
BFG
812
Berger Financial Group
Minnesota
$1.74M +$1.35M +3,809 +351%
WCBA
813
Weaver C. Barksdale & Associates
Tennessee
$1.74M +$1.74M +4,895 New
WIS
814
Wright Investors Service
Connecticut
$1.74M -$644K -1,813 -27%
WPA
815
Winning Points Advisors
Florida
$1.73M +$1.73M +4,765 New
CCA
816
Cobblestone Capital Advisors
New York
$1.73M – – –
IBOK
817
Independence Bank of Kentucky
Kentucky
$1.72M +$48K +135 +3%
WA1
818
Wimmer Associates 1
California
$1.71M -$11.4K -32 -0.7%
LF
819
Lantz Financial
Illinois
$1.71M +$114K +320 +7%
PAG
820
Powers Advisory Group
Illinois
$1.71M +$1.71M +4,807 New
LD
821
Lipe & Dalton
New York
$1.7M +$1.7M +4,780 New
CI
822
Cavalier Investments
Georgia
$1.7M +$11.7K +33 +0.7%
VPIM
823
Vanguard Personalized Indexing Management
California
$1.69M +$447K +1,257 +36%
NFG
824
Next Financial Group
Texas
$1.69M +$21.7K +61 +1%
CWM
825
Cordatus Wealth Management
Pennsylvania
$1.69M +$1.69M +4,759 New
31 32
33
34 35