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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
$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 %
WPWM
1976
Western Pacific Wealth Management
Illinois
$25K +$25K +72 New
PCA
1977
Providence Capital Advisors
North Carolina
$24K -$14.2K -39 -37%
OCM
1978
Orion Capital Management
California
$22K – – –
FRA
1979
Front Row Advisors
California
$21K – – –
IAS
1980
IMA Advisory Services
Colorado
$20K – – –
YAL
1981
Your Advocates Ltd
Texas
$19K – – –
MAM
1982
McCarthy Asset Management
California
$19K – – –
AA
1983
Addison Advisors
Vermont
$19K +$1.08K +3 +6%
CYG
1984
Clean Yield Group
Vermont
$18K -$6.12K -17 -25%
IPW
1985
IronBridge Private Wealth
Texas
$18K – – –
SC
1986
Stephens Consulting
Michigan
$16.7K +$16.7K +47 New
JGCM
1987
Joseph Group Capital Management
Ohio
$16K +$16K +45 New
UCB
1988
United Community Bank
South Carolina
$14.2K +$14.2K +40 New
TIM
1989
Tortoise Investment Management
New York
$14K – – –
CA
1990
Centerpoint Advisors
Massachusetts
$14K – – –
PP
1991
PFS Partners
New Jersey
$12.5K +$12.5K +35 New
BWP
1992
Baldwin Wealth Partners
Massachusetts
$12K -$17.1K -50 -59%
FMB
1993
Field & Main Bank
Kentucky
$12K – – –
CCC
1994
Crescent Capital Consulting
Louisiana
$12K – – –
PPWM
1995
PFG Private Wealth Management
Florida
$12K – – –
FFA
1996
Freedman Financial Associates
Massachusetts
$12K – – –
AIM
1997
AHL Investment Management
Florida
$12K +$12K +33 New
RK
1998
Rather & Kittrell
Tennessee
$10K +$10K +30 New
ECM
1999
Estabrook Capital Management
New York
$9.24K – – –
PG
2000
Proffitt & Goodson
Tennessee
$9K -$29.2K -81 -76%
78 79
80
81 82