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Lockheed Martin

1,942 hedge funds and large institutions have $76.1B invested in Lockheed Martin in 2020 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 752 increasing their positions, 715 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 253 | Existing positions closed: 119

6% more funds holding

Funds holding: 1,8381,942 (+104)

5% more repeat investments, than reductions

Existing positions increased: 752 | Existing positions reduced: 715

0.47% less ownership

Funds ownership: 77.13%76.66% (-0.47%)

3% less call options, than puts

Call options by funds: $1.05B | Put options by funds: $1.08B

8% less capital invested

Capital invested by funds: $82.6B → $76.1B (-$6.54B)

25% less funds holding in top 10

Funds holding in top 10: 4836 (-12)

Holders
1,942
Holders Change
+104
Holders Change %
+5.66%
% of All Funds
34.36%
Holding in Top 10
36
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-25%
% of All Funds
0.64%
New
253
Increased
752
Reduced
715
Closed
119
Calls
$1.05B
Puts
$1.08B
Net Calls
-$31M
Net Calls Change
+$44.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1776
HHM Wealth Advisors
Tennessee
$127K +$31.2K +85 +31%
CBT
1777
CoreFirst Bank & Trust
Kansas
$127K +$132K +358 New
KFA
1778
Krane Funds Advisors
New York
$125K +$129K +351 New
SQA
1779
Simon Quick Advisors
New Jersey
$119K +$91.9K +250 +298%
PFA
1780
Professional Financial Advisors
Nebraska
$116K +$735 +2 +0.6%
TF
1781
TimeScale Financial
Massachusetts
$116K +$735 +2 +0.6%
BWP
1782
Baldwin Wealth Partners
Massachusetts
$115K -$6.49M -17,649 -98%
APC
1783
Aspire Private Capital
North Carolina
$113K +$1.1K +3 +1%
SN
1784
Sittner & Nelson
Oregon
$112K +$116K +316 New
AW
1785
Avion Wealth
Texas
$111K -$2.21K -6 -2%
RWG
1786
Regal Wealth Group
California
$109K
CH
1787
Canton Hathaway
Rhode Island
$106K
FWM
1788
Filbrandt Wealth Management
Wisconsin
$106K
FMP
1789
Financial Management Professionals
Texas
$106K +$1.47K +4 +1%
LCWP
1790
Legacy Capital Wealth Partners
Arkansas
$106K +$109K +297 New
SCM
1791
Silvant Capital Management
Georgia
$98K
PB
1792
Pinnacle Bancorp
Nebraska
$98K +$9.19K +25 +10%
MUMSS
1793
Mitsubishi UFJ Morgan Stanley Securities
Japan
$98K +$101K +275 New
TFA
1794
Toth Financial Advisory
Virginia
$97K -$13.2K -36 -12%
RCA
1795
Ranch Capital Advisors
Florida
$97K
CAL
1796
Capital Advisors Ltd
Ohio
$96K
GC
1797
Globeflex Capital
California
$96K
BSSFA
1798
Baron Silver Stevens Financial Advisors
Florida
$96K +$100K +272 New
SIAG
1799
Safeguard Investment Advisory Group
California
$95K +$98.5K +268 New
BWM
1800
Birchcreek Wealth Management
Ohio
$94K +$98.1K +267 New

LMT Hedge Fund Activity: Q4 2020 in Review

1,942 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q4 2020, worth a combined $76.1B — down 7.9% from $82.6B a quarter earlier.

Buyers outnumbered sellers: 253 funds opened new LMT positions and 119 closed out — a net gain of 134 holders — while 752 added to existing stakes and 715 trimmed.

The largest buyer was UBS AM, adding an estimated $402M. The largest seller was Fidelity Investments, cutting an estimated $632M.

  • 1,942 institutional investors held Lockheed Martin (LMT) as of Q4 2020, up from 1,838 in Q3 2020.
  • Funds reported $76.1B of Lockheed Martin stock for Q4 2020, down 7.9% quarter-over-quarter.
  • 253 funds opened new Lockheed Martin positions in Q4 2020 and 119 closed out, a net change of +134 holders.
  • The largest Lockheed Martin buyer in Q4 2020 was UBS AM, an estimated $402M added.
  • The largest Lockheed Martin seller in Q4 2020 was Fidelity Investments, an estimated $632M sold.

Based on aggregated 13F filings for Q4 2020.