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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 %
TW
1401
Transform Wealth
Colorado
$487K -$56.2K -158 -10%
IAP
1402
Indie Asset Partners
Indiana
$487K +$26.7K +75 +6%
6F
1403
626 Financial
Michigan
$485K +$485K +1,366 New
LNWTC
1404
Laird Norton Wetherby Trust Company
Washington
$484K – – –
KA
1405
Kozak & Associates
Colorado
$481K +$7.55K +17 +2%
PCIA
1406
Prime Capital Investment Advisors
Kansas
$481K +$481K +1,354 New
WPC
1407
White Pine Capital
Minnesota
$480K -$17.4K -49 -4%
CA
1408
Continuum Advisory
Idaho
$479K +$77.5K +218 +19%
ZIG
1409
Zullo Investment Group
Pennsylvania
$477K +$477K +1,342 New
CG
1410
Caprock Group
Idaho
$474K -$108K -304 -19%
TW
1411
TrinityPoint Wealth
Connecticut
$474K -$101K -283 -18%
WFM
1412
Wolff Financial Management
Michigan
$472K +$472K +1,329 New
CIM
1413
CIM Investment Management
Pennsylvania
$468K -$7.46K -21 -2%
WH
1414
Willner & Heller
California
$467K +$467K +1,352 New
I2I
1415
Insight 2811 Inc
Illinois
$466K -$2.84K -8 -0.6%
TC
1416
Truvestments Capital
Florida
$466K +$21.3K +60 +5%
CS
1417
Capital Square
Tennessee
$465K – – –
SMC
1418
Smith, Moore & Co
Missouri
$464K -$56.1K -158 -11%
JCM
1419
J2 Capital Management
Michigan
$462K +$462K +1,300 New
WDG
1420
Wealth Dimensions Group
Ohio
$461K +$34.1K +96 +8%
PIP
1421
Peachtree Investment Partners
Florida
$458K -$2.16M -6,080 -83%
RFG
1422
Range Financial Group
Oregon
$458K +$21.7K +61 +5%
CGA
1423
Crescent Grove Advisors
Illinois
$457K -$124K -348 -21%
RFN
1424
RDA Financial Network
Iowa
$456K -$204K -573 -31%
FCA
1425
FinTrust Capital Advisors
South Carolina
$456K +$45.8K +129 +11%
55 56
57
58 59