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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 %
GWMIA
1851
Global Wealth Management Investment Advisory
Florida
$52K +$20.5K +56 +65%
LWANC
1852
Laurel Wealth Advisors (North Carolina)
North Carolina
$50K – – –
HS
1853
Horan Securities
United States
$48K -$18.6K -50 -28%
MLFP
1854
MPS Loria Financial Planners
Illinois
$48K -$10.3K -28 -18%
SL
1855
Savior LLC
Massachusetts
$47K – – –
RIM
1856
Rockbridge Investment Management
New York
$46K +$29.4K +80 +178%
TCM
1857
Tradewinds Capital Management
Washington
$45K – – –
ACA
1858
Atlas Capital Advisors
Wyoming
$44.3K +$44.3K +120 New
AIG
1859
American International Group
New York
$43.2K +$2.29K +6,206 +6%
COCM
1860
Charter Oak Capital Management
New Hampshire
$43K – – –
TAIM
1861
TD Ameritrade Investment Management
Nebraska
$43K – – –
EARNEST Partners
1862
EARNEST Partners
Georgia
$42K – – –
JFA
1863
JNBA Financial Advisors
Minnesota
$42K +$17.8K +48 +74%
FPFS
1864
First Personal Financial Services
North Carolina
$41K – – –
RIA
1865
RPG Investment Advisory
California
$41K – – –
BAM
1866
Bellevue Asset Management
Washington
$41K – – –
LWA
1867
Lenox Wealth Advisors
New York
$40K -$1.47K -4 -4%
WCM
1868
Wealthcare Capital Management
Virginia
$40K +$40K +108 New
PG
1869
Proffitt & Goodson
Tennessee
$39K – – –
BCV
1870
Banque Cantonale Vaudoise
Switzerland
$39K +$18.6K +50 +91%
CL
1871
COWA LLC
Oklahoma
$39K +$39K +100 New
PP
1872
PrairieView Partners
Minnesota
$38K – – –
TFS
1873
TrustCore Financial Services
Tennessee
$38K +$4.8K +13 +14%
MCA
1874
Mercer Capital Advisers
New Jersey
$37K -$18.5K -50 -33%
WAS
1875
Winch Advisory Services
Wisconsin
$37K -$14.9K -40 -29%
73 74
75
76 77