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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 %
DIM
1801
Delta Investment Management
California
$205K +$205K +578 New
SFA
1802
Souders Financial Advisors
Ohio
$205K +$205K +578 New
RWRC
1803
R.W. Roge & Company
New York
$204K – – –
GWM
1804
Greenwich Wealth Management
Connecticut
$204K +$204K +574 New
FDS
1805
First Dallas Securities
Texas
$204K +$204K +575 New
SC
1806
Saiph Capital
New Jersey
$203K +$203K +572 New
MMA
1807
Miracle Mile Advisors
California
$203K -$3.97M -11,173 -95%
CBT
1808
Central Bank & Trust
Kentucky
$203K -$1.77K -5 -0.9%
CB
1809
Cadence Bank
Mississippi
$203K +$203K +570 New
WA
1810
Wealth Architects
California
$203K +$203K +570 New
CC
1811
Cypress Capital
Tennessee
$203K +$203K +570 New
PTP
1812
Platform Technology Partners
New York
$203K +$203K +572 New
TA
1813
TrueWealth Advisors
Alabama
$203K +$203K +573 New
EWM
1814
Evermay Wealth Management
Virginia
$202K +$11.4K +32 +6%
WAAG
1815
Wealth Alliance Advisory Group
Kansas
$202K +$202K +569 New
CL
1816
CPWM LLC
Washington
$201K – – –
RIM
1817
Regent Investment Management
Kentucky
$201K +$201K +565 New
MCC
1818
Money Concepts Capital
Florida
$201K +$201K +566 New
HF
1819
Halpern Financial
Virginia
$200K +$142K +400 +244%
CPSC
1820
Carl P. Sherr & Co
Massachusetts
$200K -$91.7K -258 -31%
MHWM
1821
Montz Harcus Wealth Management
Louisiana
$200K +$200K +564 New
LWA
1822
Lowe Wealth Advisors
Maryland
$197K – – –
AAP
1823
Arax Advisory Partners
Colorado
$195K -$135K -378 -41%
Skandinaviska Enskilda Banken (SEB)
1824
Skandinaviska Enskilda Banken (SEB)
Sweden
$195K -$33.7K -95 -15%
WFS
1825
Widmann Financial Services
Maryland
$195K +$195K +551 New
71 72
73
74 75