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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 %
CSPIA
1751
Cary Street Partners Investment Advisory
Virginia
$204K -$416K -1,129 -67%
PWM
1752
Paulson Wealth Management
Illinois
$204K +$204K +521 New
MAA
1753
Mraz Amerine & Associates
California
$204K +$204K +552 New
Verition Fund Management
1754
Verition Fund Management
Connecticut
$203K +$203K +549 New
RWRC
1755
R.W. Roge & Company
New York
$203K +$203K +550 New
IAA
1756
Ironsides Asset Advisors
North Carolina
$203K +$203K +550 New
FEM
1757
Fulcrum Equity Management
Texas
$203K +$203K +550 New
RWP
1758
Ridgecrest Wealth Partners
California
$203K +$203K +550 New
CANY
1759
Caxton Associates (New York)
New York
$202K -$243K -658 -55%
DE
1760
Day & Ennis
Georgia
$201K +$201K +545 New
PMFA
1761
Plante Moran Financial Advisors
Michigan
$200K +$41K +111 +26%
OLA
1762
Oliver Luxxe Assets
New Jersey
$200K +$200K +541 New
MA
1763
MCF Advisors
Kentucky
$198K – – –
WP
1764
WealthShield Partners
North Carolina
$198K +$198K +535 New
FHA
1765
First Horizon Advisors
Tennessee
$190K -$154K -422 -45%
DZ Bank
1766
DZ Bank
Germany
$189K -$63.9K -173 -25%
MAWCM
1767
Mine & Arao Wealth Creation & Management
California
$188K – – –
CFFP
1768
Center for Financial Planning
Michigan
$188K – – –
BA
1769
Bellwether Advisors
Nebraska
$179K -$21.7K -59 -11%
VRM
1770
Vectors Research Management
New York
$174K -$906K -2,447 -84%
Kayne Anderson Rudnick Investment Management
1771
Kayne Anderson Rudnick Investment Management
California
$174K +$37K +100 +27%
HI
1772
Human Investing
Oregon
$172K -$30K -81 -15%
DWA
1773
Dougherty Wealth Advisers
Minnesota
$171K -$88.5K -239 -34%
TWM
1774
Tradition Wealth Management
Minnesota
$171K +$1.11K +3 +0.7%
FMTCOCP
1775
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$168K -$1.23M -3,320 -88%
69 70
71
72 73