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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 %
RC
1051
Roundview Capital
New Jersey
$1.01M -$632K -1,778 -38%
TPW
1052
TL Private Wealth
Texas
$1.01M – – –
GKWIM
1053
Gerber Kawasaki Wealth & Investment Management
California
$1.01M +$981K +2,761 +3,633%
AT
1054
Arvest Trust
Oklahoma
$1.01M +$1.01M +2,832 New
SW
1055
SteelPeak Wealth
California
$1M -$827K -2,326 -45%
OFA
1056
Oak Family Advisors
Illinois
$1M -$735K -2,067 -42%
MSFP
1057
Mark Sheptoff Financial Planning
Connecticut
$1M +$142K +400 +17%
PA
1058
Probity Advisors
Texas
$1M +$21.7K +61 +2%
WKSWA
1059
White Knight Strategic Wealth Advisors
New Jersey
$1M +$1M +2,815 New
CWA
1060
Clarus Wealth Advisors
Arizona
$998K +$15.2K +42 +2%
TCM
1061
Tandem Capital Management
New Jersey
$997K -$30.9K -87 -3%
IA
1062
IAM Advisory
Pennsylvania
$991K +$109K +299 +12%
A
1063
Astrantus
Cyprus
$989K +$989K +2,782 New
VBCG
1064
Valley Brook Capital Group
Pennsylvania
$986K – – –
SXL
1065
Summit X LLC
Missouri
$985K +$41.5K +117 +4%
Fisher Asset Management
1066
Fisher Asset Management
Washington
$983K -$58.6K -165 -6%
S
1067
SimplyRich
California
$983K -$16.7K -47 -2%
JAG
1068
Journey Advisory Group
Kentucky
$981K +$174K +490 +22%
QCM
1069
Quantinno Capital Management
New York
$980K +$980K +2,757 New
JWM
1070
Janiczek Wealth Management
Colorado
$976K +$1.78K +5 +0.2%
PCA
1071
Personal Capital Advisors
California
$972K +$94.5K +267 +11%
BA
1072
Birinyi Associates
Connecticut
$970K – – –
DSC
1073
Duncker Streett & Co
Missouri
$968K -$6.75K -19 -0.7%
JIR
1074
James Investment Research
Ohio
$962K -$67.5K -190 -7%
ICM
1075
Islay Capital Management
Texas
$962K +$75.3K +212 +8%
41 42
43
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