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Lockheed Martin
LMT

Overview Fund Activity

1,912 hedge funds and large institutions have $70.2B invested in Lockheed Martin in 2021 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 914 increasing their positions, 620 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,912
Holders Change
-62
Holders Change %
-3.14%
% of All Funds
33.58%
Holding in Top 10
25
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-30.56%
% of All Funds
0.44%
New
111
Increased
914
Reduced
620
Closed
143
Calls
$1.66B
Puts
$1.32B
Net Calls
+$339M
Net Calls Change
-$771M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$190M
2
Franklin Resources
Franklin Resources
California
+$188M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$185M
4
Charles Schwab
Charles Schwab
California
+$140M
5
BlackRock
BlackRock
New York
+$114M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$500M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$387M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$167M
4
KFS
Kelly Financial Services
Massachusetts
-$163M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
1626
Forvis Mazars Wealth Advisors
Missouri
$248K +$4.48K +13 +2%
CPA
1627
Clear Perspective Advisors
Illinois
$247K -$22.5K -65 -8%
SFS
1628
Summit Financial Strategies
Ohio
$247K – – –
PS
1629
Portfolio Strategies
New York
$246K – – –
PIA
1630
Powell Investment Advisors
Florida
$246K – – –
YMRC
1631
Yorktown Management & Research Company
Virginia
$245K +$245K +710 New
CCM
1632
Chilton Capital Management
Texas
$244K -$79.7K -231 -25%
CGH
1633
CMG Global Holdings
Texas
$244K -$2.76K -8 -1%
OSNBOA
1634
Old Second National Bank of Aurora
Illinois
$244K +$4.49K +13 +2%
TNAM
1635
Terra Nova Asset Management
New York
$243K – – –
BFG
1636
Barber Financial Group
Kansas
$243K +$21.1K +61 +9%
FCA
1637
FLC Capital Advisors
California
$242K – – –
CHC
1638
City Holding Co
West Virginia
$242K +$20K +58 +9%
SIA
1639
Soltis Investment Advisors
Utah
$241K -$1.05M -3,055 -81%
HWM
1640
Howard Wealth Management
Connecticut
$241K -$1.72K -5 -0.7%
BCM
1641
Bluefin Capital Management
New York
$240K +$240K +695 New
ATFA
1642
All Terrain Financial Advisors
Minnesota
$239K – – –
KS
1643
Karpas Strategies
Connecticut
$238K – – –
RWM
1644
Reston Wealth Management
Virginia
$237K -$16.2K -47 -6%
SCM
1645
Southport Capital Management
Tennessee
$235K -$1.38K -4 -0.6%
SICM
1646
Sustainable Insight Capital Management
New York
$235K – – –
IIM
1647
Ipswich Investment Management
Massachusetts
$234K -$31K -90 -12%
PA
1648
Procyon Advisors
Connecticut
$234K +$49.8K +144 +27%
HPWM
1649
Highland Private Wealth Management
Washington
$233K -$25.2K -73 -10%
BPWM
1650
Badgley Phelps Wealth Managers
Washington
$233K +$233K +676 New
64 65
66
67 68