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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 %
TC
1301
Titleist Capital
Texas
$591K +$591K +1,664 New
CTA
1302
Chesley Taft & Associates
Illinois
$589K -$25.9K -73 -4%
SWA
1303
Sutton Wealth Advisors
Florida
$589K +$54.4K +153 +10%
GWM
1304
Gray Wealth Management
Maine
$588K +$116K +325 +24%
AWA
1305
Amplius Wealth Advisors
Pennsylvania
$588K +$588K +1,655 New
KPW
1306
Kore Private Wealth
New York
$586K -$111K -312 -16%
VAFP
1307
Vahanian & Associates Financial Planning
New York
$586K +$586K +1,650 New
BCM
1308
Brooktree Capital Management
Michigan
$585K – – –
KOC
1309
Koss-Olinger Consulting
Florida
$585K +$171K +480 +41%
LCP
1310
Legacy Capital Partners
Wisconsin
$583K – – –
BC
1311
Burleson & Co
California
$578K +$1.07K +3 +0.2%
RT
1312
Rockland Trust
Massachusetts
$576K -$148K -415 -20%
CFCI
1313
Comprehensive Financial Consultants Institutional
Indiana
$576K +$576K +1,408 New
FANJ
1314
Financial Architects (New Jersey)
New Jersey
$575K -$3.55K -10 -0.6%
OWA
1315
Octavia Wealth Advisors
Ohio
$574K +$231K +651 +68%
SGCA
1316
Steel Grove Capital Advisors
Tennessee
$573K -$1.12M -3,162 -66%
CT
1317
Cambridge Trust
Massachusetts
$573K +$573K +1,612 New
CCMD
1318
Cypress Capital Management (Delaware)
Delaware
$571K -$2.49K -7 -0.4%
BFA
1319
BMS Financial Advisors
South Dakota
$571K +$571K +1,607 New
PMA
1320
Prudent Man Advisors
Illinois
$569K -$92.8K -261 -14%
BST
1321
Bath Savings Trust
Maine
$567K – – –
PA
1322
PFG Advisors
Arizona
$565K +$204K +573 +56%
CL
1323
CSS LLC
Illinois
$564K -$355K -1,000 -39%
IP
1324
Investment Partners
Ohio
$563K -$24.9K -70 -4%
RB
1325
Renasant Bank
Mississippi
$561K +$162K +455 +40%
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