LMT icon

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 %
CWM
1476
Campbell Wealth Management
Virginia
$383K – – –
BB
1477
Berkshire Bank
Massachusetts
$383K – – –
LSAG
1478
Lake Street Advisors Group
New Hampshire
$382K -$11.8K -32 -3%
CF
1479
Copperwynd Financial
Arizona
$382K – – –
SIC
1480
Sigma Investment Counselors
Michigan
$381K +$2.96K +8 +0.8%
LFF
1481
Level Four Financial
Texas
$380K -$95.3K -258 -20%
OIM
1482
Oder Investment Management
California
$380K +$37.7K +102 +11%
CFA
1483
Carroll Financial Associates
North Carolina
$379K -$52.1K -141 -12%
VHAM
1484
Van Hulzen Asset Management
California
$379K -$30.3K -82 -7%
GSEP
1485
Golden State Equity Partners
California
$379K +$379K +1,025 New
DWA
1486
Douglass Winthrop Advisors
New York
$378K – – –
GWM
1487
Greenhouse Wealth Management
Connecticut
$378K +$369 +1 +0.1%
WAG
1488
Winthrop Advisory Group
Massachusetts
$378K +$118K +320 +46%
PA
1489
PFG Advisors
Arizona
$374K -$794K -2,145 -68%
MFW
1490
Meristem Family Wealth
Minnesota
$374K +$5.17K +14 +1%
FAN
1491
Financial Advisors Network
California
$373K – – –
GEA
1492
Glen Eagle Advisors
New Jersey
$373K -$124K -336 -25%
MW
1493
MBL Wealth
North Carolina
$372K +$372K +1,006 New
TSWM
1494
Triangle Securities Wealth Management
North Carolina
$371K -$21.8K -59 -6%
T
1495
TrueFG
Texas
$370K – – –
WTB
1496
Washington Trust Bank
Washington
$370K +$104K +281 +39%
BPCE
1497
Bank Pictet & Cie (Europe)
Germany
$370K +$370K +1,000 New
HC
1498
Hourglass Capital
Texas
$369K – – –
QAM
1499
QCI Asset Management
New York
$368K -$131K -354 -26%
RWM
1500
Ritholtz Wealth Management
New York
$368K +$71.6K +194 +24%
58 59
60
61 62