LMT icon

Lockheed Martin
LMT

Overview Fund Activity

1,974 hedge funds and large institutions have $78B invested in Lockheed Martin in 2021 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 909 increasing their positions, 649 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,974
Holders Change
+30
Holders Change %
+1.54%
% of All Funds
34.46%
Holding in Top 10
36
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.69%
% of All Funds
0.63%
New
161
Increased
909
Reduced
649
Closed
107
Calls
$2.32B
Puts
$1.21B
Net Calls
+$1.11B
Net Calls Change
+$911M

Top Buyers

1
BlackRock
BlackRock
New York
$6.42B
2
Stifel Financial
Stifel Financial
Missouri
$441M
3
Citadel Advisors
Citadel Advisors
Florida
$233M
4
Franklin Resources
Franklin Resources
California
$1.14B
5
Charles Schwab
Charles Schwab
California
$1.65B

Top Sellers

1
UBS AM
UBS AM
Illinois
$216M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$203M
3
Deutsche Bank
Deutsche Bank
Germany
$355M
4
Invesco
Invesco
Georgia
$493M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$3.67B
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPG
1951
Stonebridge Financial Planning Group
Florida
$8K – – –
DI
1952
Disciplined Investments
Oklahoma
$8K – – –
LAS
1953
Lloyd Advisory Services
Georgia
$8K +$2K +5 +33%
IHWM
1954
Iron Horse Wealth Management
Iowa
$7K – – –
TLFA
1955
True Link Financial Advisors
California
$7K +$7K +18 New
SCA
1956
Stuart Chaussee & Associates
California
$6K – – –
BCM
1957
Birch Capital Management
Texas
$6K – – –
CTB
1958
Country Trust Bank
Illinois
$6K +$3K +8 +100%
MIM
1959
Macroview Investment Management
Maryland
$5K – – –
ME
1960
McIlrath & Eck
Washington
$4K -$218K -600 -98%
ST
1961
Sageworth Trust
Pennsylvania
$4K -$16.8K -42 -81%
LFG
1962
Larson Financial Group
Missouri
$4K -$1.2K -3 -23%
DWMG
1963
DB Wealth Management Group
California
$3K – – –
H
1964
HoyleCohen
California
$2.95K – – –
BBHC
1965
Brown Brothers Harriman & Co
New York
$2.38K -$37 -98 -2%
SNT
1966
Security National Trust
West Virginia
$2K -$48K -96 -96%
AWM
1967
Activest Wealth Management
Florida
$2K – – –
EWM
1968
Elmwood Wealth Management
California
$2K – – –
TFM
1969
TFC Financial Management
Massachusetts
$2K – – –
RDFA
1970
Ritter Daniher Financial Advisory
Ohio
$2K – – –
BAM
1971
Baldrige Asset Management
Pennsylvania
$2K +$2K +6 New
PWP
1972
Personal Wealth Partners
Minnesota
$2K +$2K +6 New
KJHP
1973
K.J. Harrison & Partners
Ontario, Canada
$1.06K +$2 +5 +0.2%
TFA
1974
Transamerica Financial Advisors
Florida
$1K -$333 -1 -25%
UFF
1975
USA Financial Formulas
Michigan
$1K – – –
77 78
79
80 81