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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 %
WOC
826
West Oak Capital
California
$1.69M -$356K -1,002 -17%
DI
827
DFPG Investments
Utah
$1.69M -$69.4K -185 -4%
ERIM
828
Eagle Ridge Investment Management
Connecticut
$1.68M – – –
ACM
829
Alta Capital Management
Utah
$1.68M +$125K +353 +8%
MSA
830
McAlister Sweet & Associates
Texas
$1.68M +$1.68M +4,737 New
KFP
831
Keystone Financial Planning
Ohio
$1.67M +$840K +2,365 +101%
LPIC
832
LeJeune Puetz Investment Counsel
Michigan
$1.67M +$179K +505 +12%
KC
833
Kenfarb & Co
Kentucky
$1.67M +$1.67M +4,705 New
PIM
834
Penobscot Investment Management
Massachusetts
$1.66M -$80K -225 -5%
LJAC
835
L.J. Altfest & Co
New York
$1.65M +$4.62K +13 +0.3%
RIM
836
Redwood Investment Management
Arizona
$1.65M +$369K +1,037 +29%
EWA
837
EP Wealth Advisors
California
$1.64M +$43K +121 +3%
LWAC
838
Laurel Wealth Advisors (California)
California
$1.64M +$354K +996 +27%
EF
839
Exeter Financial
Arizona
$1.64M -$111K -306 -6%
CG
840
Castellan Group
Kentucky
$1.64M +$195K +550 +14%
Nomura Holdings
841
Nomura Holdings
Japan
$1.63M -$989K -2,783 -38%
FCCM
842
First City Capital Management
Georgia
$1.62M -$102K -261 -6%
AIM
843
Anchor Investment Management
South Carolina
$1.62M +$416K +1,171 +35%
KLCM
844
KG&L Capital Management
Louisiana
$1.62M -$152K -429 -9%
KF
845
Krilogy Financial
Missouri
$1.61M – – –
TC
846
Telemus Capital
Michigan
$1.6M +$32K +90 +2%
LCM
847
Leisure Capital Management
California
$1.6M +$507K +1,427 +46%
ZIG
848
Zurich Insurance Group
Switzerland
$1.6M – – –
FFS
849
Founders Financial Securities
Maryland
$1.59M +$38.7K +109 +2%
EM
850
Excalibur Management
Massachusetts
$1.59M +$47.3K +133 +3%
32 33
34
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