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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 %
STA
1251
Summit Trail Advisors
New York
$662K -$167K -469 -20%
GJIC
1252
Gamble Jones Investment Counsel
California
$661K -$39.1K -110 -6%
RMAM
1253
Raab & Moskowitz Asset Management
New Jersey
$660K – – –
VF
1254
Virtu Financial
New York
$656K -$2.13M -6,003 -76%
ICM
1255
IMS Capital Management
Oregon
$651K +$355 +1 +0.1%
KS
1256
Karpas Strategies
Connecticut
$651K +$392K +1,102 +151%
VCM
1257
Virtue Capital Management
Tennessee
$650K -$123K -346 -16%
BS
1258
Boenning & Scattergood
Pennsylvania
$649K -$79.6K -224 -11%
RIA
1259
Richwood Investment Advisors
Ohio
$649K +$649K +1,827 New
IF
1260
IRON Financial
Illinois
$648K +$11.4K +32 +2%
BP
1261
Ballentine Partners
Massachusetts
$648K +$73.3K +206 +13%
ESB
1262
Essex Savings Bank
Connecticut
$645K -$3.2K -9 -0.5%
CSB
1263
City State Bank
Iowa
$643K +$643K +1,810 New
MA
1264
MONECO Advisors
Connecticut
$641K +$30.8K +79 +5%
NEI
1265
Northwest & Ethical Investments
Ontario, Canada
$641K -$28.1K -79 -4%
BW
1266
Bison Wealth
Georgia
$640K -$462K -1,298 -42%
ADL
1267
Asset Dedication LLC
California
$640K +$13.8K +39 +2%
CRI
1268
Colonial River Investments
Virginia
$637K +$637K +1,793 New
GEA
1269
Glen Eagle Advisors
New Jersey
$634K +$66.1K +186 +12%
FCFC
1270
First Commonwealth Financial Corp
Pennsylvania
$632K +$711 +2 +0.1%
WBG
1271
Wharton Business Group
Pennsylvania
$629K +$629K +1,769 New
HSG
1272
Helen Stephens Group
Texas
$629K +$629K +1,770 New
TCB
1273
Texas Capital Bancshares
Texas
$627K – – –
EWM
1274
Empirical Wealth Management
Washington
$625K +$8.18K +23 +1%
SIA
1275
SkyView Investment Advisors
New Jersey
$625K +$592K +27,294 +1,793%
49 50
51
52 53