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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 %
MWC
1326
MBM Wealth Consultants
Missouri
$541K +$740 +2 +0.1%
GAM
1327
Grandview Asset Management
Pennsylvania
$541K +$94.3K +255 +21%
SIAG
1328
Signet Investment Advisory Group
Rhode Island
$541K +$328K +888 +154%
RB
1329
Renasant Bank
Mississippi
$540K -$58.4K -158 -10%
MM
1330
Meridian Management
Arkansas
$539K -$2.58K -7 -0.5%
ADL
1331
Asset Dedication LLC
California
$537K -$112K -305 -17%
WP
1332
Waycross Partners
Kentucky
$536K – – –
ACM
1333
AlphaStar Capital Management
North Carolina
$535K +$4.43K +12 +0.8%
OWA
1334
Octavia Wealth Advisors
Ohio
$534K -$73.2K -198 -12%
ABC
1335
Associated Banc-Corp
Wisconsin
$533K +$38K +112 +8%
BAS
1336
Brown Advisory Securities
Maryland
$531K -$17.7K -48 -3%
SYBT
1337
Stock Yards Bank & Trust
Kentucky
$526K -$3.32K -9 -0.6%
PIM
1338
Perpetual Investment Management
Australia
$525K – – –
SMH
1339
Sanders Morris Harris
Texas
$524K – – –
SWA
1340
Sutton Wealth Advisors
Florida
$524K – – –
LCM
1341
Logan Capital Management
Pennsylvania
$523K +$114K +309 +28%
AWM
1342
Altium Wealth Management
New York
$522K -$55.4K -150 -10%
FHC
1343
First Heartland Consultants
Missouri
$521K -$148K -402 -22%
RSWM
1344
Robertson Stephens Wealth Management
California
$521K +$4.8K +13 +0.9%
GIA
1345
Gladstone Institutional Advisory
Florida
$520K +$270K +730 +108%
GPA
1346
Garrison Point Advisors
California
$518K -$44.3K -120 -8%
CIM
1347
CIM Investment Management
Pennsylvania
$518K -$16.2K -44 -3%
PWMG
1348
Prestige Wealth Management Group
New Jersey
$517K +$8.88K +24 +2%
WS
1349
Wela Strategies
Georgia
$515K +$515K +1,395 New
OWP
1350
Obermeyer Wealth Partners
Colorado
$514K +$5.18K +14 +1%
52 53
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55 56