LMT icon

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
$4.78B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.17B
3
Two Sigma Investments
Two Sigma Investments
New York
$227M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$193M
5
Morgan Stanley
Morgan Stanley
New York
$1.44B

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$586M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.78B
3
Vanguard Group
Vanguard Group
Pennsylvania
$7.41B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$16.7M
5
Capital International Investors
Capital International Investors
California
$513M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
1901
Bellevue Asset Management
Washington
$76K – – –
AFS
1902
Annapolis Financial Services
Maryland
$76K – – –
LAS
1903
Lloyd Advisory Services
Georgia
$75K +$59K +166 +369%
EWM
1904
Endurance Wealth Management
Rhode Island
$73K – – –
TCM
1905
Tradewinds Capital Management
Washington
$73K – – –
POIA
1906
Pin Oak Investment Advisors
Texas
$73K – – –
TF
1907
Tompkins Financial
New York
$72K -$8.2K -23 -10%
SC
1908
Steph & Co
Wisconsin
$71K – – –
RVM
1909
Robinson Value Management
Texas
$69K -$31.8K -90 -32%
VRS
1910
Virginia Retirement Systems
Virginia
$66.7K -$142 -400 -0.2%
HWA
1911
HHM Wealth Advisors
Tennessee
$66K -$60.4K -171 -48%
KFI
1912
Key Financial Inc
Pennsylvania
$64K -$17.7K -50 -22%
LWANC
1913
Laurel Wealth Advisors (North Carolina)
North Carolina
$64K +$10.7K +30 +20%
HFM
1914
Hartford Financial Management
Connecticut
$63K – – –
WB
1915
Webster Bank
Connecticut
$63K – – –
LFG
1916
Leverty Financial Group
Wisconsin
$63K +$63K +179 New
RE
1917
RBC Europe
United Kingdom
$61K -$353K -989 -85%
MFA
1918
McClarren Financial Advisors
Pennsylvania
$60K +$1.07K +3 +2%
SMG
1919
Spectrum Management Group
Indiana
$58K -$17K -48 -23%
RAM
1920
Riggs Asset Management
Pennsylvania
$58K – – –
AIP
1921
Ahrens Investment Partners
Louisiana
$58K +$58K +164 New
RWA
1922
RGT Wealth Advisors
Texas
$57K +$57K +159 New
NSIM
1923
North Star Investment Management
Illinois
$56K -$85.2K -239 -60%
SIC
1924
SJS Investment Consulting
Ohio
$56K +$56K +157 New
JFA
1925
JNBA Financial Advisors
Minnesota
$55K +$2.5K +7 +5%
75 76
77
78 79