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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 %
CCP
1701
Carmel Capital Partners
California
$256K +$256K +719 New
WAOTB
1702
Wealth Advisors of Tampa Bay
Florida
$256K +$256K +720 New
GL
1703
Graypoint LLC
New York
$254K -$32.3K -91 -11%
SFS
1704
Summit Financial Strategies
Ohio
$254K – – –
ATFA
1705
All Terrain Financial Advisors
Minnesota
$254K +$7.12K +20 +3%
PS
1706
Portfolio Strategies
New York
$253K – – –
FBB
1707
Fulton Breakefield Broenniman
Maryland
$253K +$253K +712 New
CCM
1708
Chilton Capital Management
Texas
$251K – – –
CGH
1709
CMG Global Holdings
Texas
$251K – – –
TNAM
1710
Terra Nova Asset Management
New York
$250K – – –
SDWMA
1711
Schneider Downs Wealth Management Advisors
Pennsylvania
$250K +$11.7K +33 +5%
LG
1712
LaFleur & Godfrey
Michigan
$249K -$3.5M -9,833 -93%
BWFA
1713
Baltimore-Washington Financial Advisors
Maryland
$249K – – –
MFGM
1714
Marshall Financial Group (Maryland)
Maryland
$249K +$30.5K +86 +14%
HCM
1715
Highview Capital Management
Illinois
$249K +$249K +701 New
BFG
1716
Barber Financial Group
Kansas
$248K -$2.49K -7 -1%
RWM
1717
Reston Wealth Management
Virginia
$248K +$3.56K +10 +1%
GAM
1718
Gould Asset Management
California
$247K +$33.8K +95 +16%
SICM
1719
Sustainable Insight Capital Management
New York
$245K +$3.2K +9 +1%
PCP
1720
Proficio Capital Partners
Massachusetts
$242K +$242K +681 New
ZIMP
1721
Zimmermann Investment Management & Planning
Pennsylvania
$241K +$241K +677 New
B
1722
Bridgeworth
Alabama
$241K +$241K +678 New
PWM
1723
Palumbo Wealth Management
New York
$240K +$1.07K +3 +0.4%
OWA
1724
Opal Wealth Advisors
New York
$240K +$240K +676 New
FDS
1725
Freedom Day Solutions
Texas
$239K +$239K +673 New
67 68
69
70 71