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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 %
MFG
1101
Merit Financial Group
Georgia
$953K -$94.6K -256 -9%
CFA
1102
Cahill Financial Advisors
Minnesota
$952K +$83.5K +226 +10%
CP
1103
Camelot Portfolios
Ohio
$952K +$952K +2,577 New
MSFP
1104
Mark Sheptoff Financial Planning
Connecticut
$949K -$506K -1,371 -35%
PFA
1105
Pure Financial Advisors
California
$948K -$2.96K -8 -0.3%
DGHMC
1106
Dalton, Greiner, Hartman, Maher & Co
New York
$947K -$459K -1,242 -33%
DWM
1107
Darwin Wealth Management
Florida
$946K -$122K -331 -11%
DI
1108
DFPG Investments
Utah
$940K +$105K +277 +13%
CGL
1109
Clarius Group LLC
Washington
$934K +$134K +364 +17%
WP
1110
WealthSource Partners
California
$934K +$220K +596 +31%
CIA
1111
CSat Investment Advisory
Michigan
$930K +$99.4K +269 +12%
FTDI
1112
First Trust Direct Indexing
Massachusetts
$920K +$47.3K +128 +5%
DLHL
1113
Donald L. Hagan LLC
Florida
$918K +$918K +2,485 New
TFS
1114
Thoroughbred Financial Services
Tennessee
$915K -$150K -406 -14%
WWM
1115
Western Wealth Management
Colorado
$913K -$375K -1,015 -29%
PNC
1116
Park National Corp
Ohio
$911K +$195K +528 +27%
BAM
1117
Beaumont Asset Management
Texas
$909K +$456K +1,235 +101%
CCC
1118
Chelsea Counsel Company
California
$907K – – –
SCM
1119
SOL Capital Management
Maryland
$906K – – –
SF
1120
Symphony Financial
Texas
$904K -$1.79M -5,434 -66%
WA
1121
Wealth Alliance
New York
$902K +$24.8K +67 +3%
TSS
1122
Two Sigma Securities
New York
$897K +$449K +1,216 +100%
KPW
1123
Kore Private Wealth
New York
$895K -$10.4K -28 -1%
BBA
1124
BLB&B Advisors
Pennsylvania
$893K -$18.5K -50 -2%
XF
1125
XML Financial
Maryland
$891K -$168K -454 -16%
43 44
45
46 47