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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 %
FFWA
1151
FRG Family Wealth Advisors
Washington
$833K +$46.2K +125 +6%
BRG
1152
Bay Rivers Group
Virginia
$831K -$2.22K -6 -0.3%
IFWM
1153
Institute for Wealth Management
Colorado
$829K +$88.3K +239 +12%
CFS
1154
CRA Financial Services
New Jersey
$828K +$38.8K +105 +5%
APW
1155
Acima Private Wealth
Virginia
$824K – – –
CPIA
1156
Cornell Pochily Investment Advisors
New York
$819K +$95.7K +259 +13%
BHB
1157
Bank Hapoalim BM
Israel
$819K +$819K +2,216 New
FANJ
1158
Financial Architects (New Jersey)
New Jersey
$818K -$62.1K -168 -7%
AWP
1159
Accretive Wealth Partners
New Jersey
$817K +$68.7K +186 +9%
FG
1160
Fiduciary Group
Georgia
$816K +$69.2K +182 +9%
GCA
1161
Gradient Capital Advisors
California
$815K -$208K -564 -20%
SC
1162
SouthState Corp
Florida
$815K -$107K -289 -12%
EHWM
1163
Eads & Heald Wealth Management
Georgia
$815K +$25.1K +68 +3%
SVWAG
1164
Sound View Wealth Advisors Group
Georgia
$814K -$42.9K -116 -5%
CT
1165
Columbia Trust
Oregon
$810K +$6.28K +17 +0.8%
WBC
1166
West Branch Capital
Massachusetts
$807K -$66.9K -181 -8%
CNFG
1167
Creegan & Nassoura Financial Group
New Hampshire
$802K +$802K +2,170 New
SFSIG
1168
San Francisco Sentry Investment Group
California
$801K +$70.9K +192 +10%
THWM
1169
Taylor Hoffman Wealth Management
Virginia
$800K +$8.13K +22 +1%
EGA
1170
E&G Advisors
Texas
$798K +$15.5K +42 +2%
MIM
1171
Merrion Investment Management
New Jersey
$796K -$369K -1,000 -32%
OCG
1172
Opus Capital Group
Ohio
$796K -$148K -400 -16%
MGWM
1173
Marks Group Wealth Management
Minnesota
$796K +$796K +2,164 New
CCM
1174
Chilton Capital Management
Texas
$795K -$144K -390 -15%
GWAG
1175
Garrett Wealth Advisory Group
Texas
$794K -$1.11K -3 -0.1%
45 46
47
48 49