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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 %
EP
1501
Edgestream Partners
New Jersey
$377K -$713K -2,006 -65%
TBNY
1502
Trustco Bank (New York)
New York
$376K – – –
KJHP
1503
K.J. Harrison & Partners
Ontario, Canada
$375K -$616K -1,731 -62%
IIA
1504
IPG Investment Advisors
California
$374K +$374K +1,051 New
PCMC
1505
Paragon Capital Management (Colorado)
Colorado
$373K +$1.78K +5 +0.5%
WPC
1506
Wedmont Private Capital
Pennsylvania
$373K +$373K +1,022 New
EWA
1507
EverSource Wealth Advisors
Alabama
$373K +$373K +1,048 New
DCM
1508
Dimension Capital Management
Florida
$372K -$107K -300 -22%
DA
1509
Detalus Advisors
Missouri
$372K +$3.55K +10 +1%
CBFP
1510
Cedar Brook Financial Partners
Ohio
$372K +$11.7K +33 +3%
FAN
1511
Financial Advisors Network
California
$370K – – –
EWA
1512
ERTS Wealth Advisors
Michigan
$370K +$52.3K +148 +16%
TFA
1513
Triad Financial Advisors
North Carolina
$370K +$370K +1,040 New
BLC
1514
Brown, Lisle/Cummings
Rhode Island
$368K +$368K +1,037 New
BWA
1515
BlueSky Wealth Advisors
North Carolina
$367K -$6.03K -17 -2%
NCM
1516
NCM Capital Management
New Jersey
$367K +$367K +1,033 New
Manulife (Manufacturers Life Insurance)
1517
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$365K -$15.5K -43,688 -4%
CWS
1518
Cypress Wealth Services
California
$365K -$30.2K -85 -8%
DWA
1519
Douglass Winthrop Advisors
New York
$364K -$8.9K -25 -2%
FAM
1520
Formidable Asset Management
Ohio
$364K – – –
GWM
1521
Greenhouse Wealth Management
Connecticut
$364K – – –
CWM
1522
Calamos Wealth Management
Illinois
$364K +$8.89K +25 +3%
LIG
1523
Lokken Investment Group
Delaware
$364K +$364K +1,024 New
UBV
1524
United Bank (Virginia)
Virginia
$362K – – –
BIA
1525
BHK Investment Advisors
Alabama
$362K +$7.46K +21 +2%
59 60
61
62 63