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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 %
BBA
1501
Braun-Bostich & Associates
Pennsylvania
$368K +$87.1K +236 +31%
HCM
1502
Hodges Capital Management
Texas
$366K -$55.5K -150 -13%
AWM
1503
Apollon Wealth Management
South Carolina
$365K -$374K -1,012 -51%
CWM
1504
Calamos Wealth Management
Illinois
$365K -$367K -995 -50%
TI
1505
tru Independence
Oregon
$365K -$222K -602 -38%
ANTB
1506
AMG National Trust Bank
Colorado
$365K -$185K -500 -34%
JG
1507
Jefferies Group
New York
$365K -$930K -2,518 -72%
WFA
1508
Websterrogers Financial Advisors
South Carolina
$364K -$2.22K -6 -0.6%
TFO
1509
Tarbox Family Office
California
$364K -$1.11K -3 -0.3%
TI
1510
Truepoint Inc
Ohio
$362K +$740 +2 +0.2%
SFP
1511
Sandbox Financial Partners
Maryland
$361K -$3.79K -10 -1%
CPSC
1512
Carl P. Sherr & Co
Massachusetts
$360K -$197K -533 -35%
ACM
1513
Allred Capital Management
Texas
$360K -$136K -369 -27%
LA
1514
Latitude Advisors
Florida
$359K +$359K +971 New
TVWM
1515
Tower View Wealth Management
Wisconsin
$358K -$2.85M -7,703 -89%
WA
1516
Waverly Advisors
Alabama
$358K +$358K +921 New
ITIM
1517
Indiana Trust & Investment Management
Indiana
$357K -$23.7K -64 -6%
PG
1518
Prostatis Group
Maryland
$357K +$79.4K +215 +29%
VWM
1519
Venturi Wealth Management
Texas
$354K -$131K -354 -27%
SAS
1520
Stelac Advisory Services
New York
$354K +$5.54K +15 +2%
MPPLM
1521
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$351K -$100K -785 -22%
MWM
1522
Mission Wealth Management
California
$351K -$63.9K -173 -15%
PWAG
1523
Polaris Wealth Advisory Group
California
$351K +$39K +101 +13%
MFW
1524
Mosaic Family Wealth
Missouri
$350K +$15.9K +43 +5%
NP
1525
NorthRock Partners
Minnesota
$349K +$31.1K +84 +10%
59 60
61
62 63