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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
$1.48B
2
Capital Research Global Investors
Capital Research Global Investors
California
$801M
3
Franklin Resources
Franklin Resources
California
$944M
4
Morgan Stanley
Morgan Stanley
New York
$1.48B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$306M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.89B
2
Capital World Investors
Capital World Investors
California
$5.17B
3
GQG Partners
GQG Partners
Florida
$390K
4
Millennium Management
Millennium Management
New York
$2.64M
5
State Street
State Street
Massachusetts
$15.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
1901
Arcadia Investment Management
Michigan
$18K – – –
EWA
1902
Evolution Wealth Advisors
Florida
$16K – – –
TIM
1903
Tortoise Investment Management
New York
$15K – – –
RA
1904
Resolute Advisors
California
$14K +$14K +69 New
CWM
1905
Cranbrook Wealth Management
Michigan
$13K +$7.43K +20 +133%
HFM
1906
Harvest Fund Management
China
$12K -$127K -361 -91%
FFA
1907
Freedman Financial Associates
Massachusetts
$12K – – –
AWMS
1908
Advocacy Wealth Management Services
Georgia
$12K +$12K +33 New
TJHA
1909
Thomas J. Herzfeld Advisors
Florida
$11K – – –
FGAM
1910
Financial Gravity Asset Management
Texas
$10K +$7.42K +20 +286%
SGAM
1911
Smith Group Asset Management
Texas
$10K – – –
SFMG
1912
Sage Financial Management Group
Virginia
$10K +$10K +27 New
FP
1913
Fiduciary Planning
Florida
$10K +$9.64K +27 +2,700%
ECM
1914
Estabrook Capital Management
New York
$9.61K – – –
SFPG
1915
Stonebridge Financial Planning Group
Florida
$8K -$11.2K -28 -58%
OAJ
1916
Ogorek Anthony Joseph
New York
$8K – – –
TC
1917
Tacita Capital
Ontario, Canada
$7K -$52.5K -150 -88%
MS
1918
Mizuho Securities
Japan
$7K +$700 +2 +11%
IHWM
1919
Iron Horse Wealth Management
Iowa
$7K +$7K +19 New
DI
1920
Disciplined Investments
Oklahoma
$7K +$7K +20 New
LAS
1921
Lloyd Advisory Services
Georgia
$6K -$26.8K -67 -82%
BCM
1922
Birch Capital Management
Texas
$6K – – –
SCA
1923
Stuart Chaussee & Associates
California
$6K – – –
WAS
1924
Wealth Advisory Solutions
Indiana
$6K +$3.49K +8,952 +139%
LFG
1925
Larson Financial Group
Missouri
$5K -$11.2K -29 -69%
75 76
77
78 79