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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.

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
1
Capital World Investors
California
$4.78B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.17B
3
Two Sigma Investments
3
Two Sigma Investments
New York
$227M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$193M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.44B

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$586M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.78B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.41B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$16.7M
5
Capital International Investors
5
Capital International Investors
California
$513M
Name Market Value Shares Shares
Change 		Shares
Change %
SQA
2026
Simon Quick Advisors
New Jersey
$2K 5 -102 -95%
AWMS
2027
Advocacy Wealth Management Services
Georgia
$2K 5 -52 -91%
CAM
2028
Costello Asset Management
Pennsylvania
$2K 6 – –
EWM
2029
Elmwood Wealth Management
California
$2K 5 +5 New
WB
2030
West Bancorporation
Iowa
$2K 6 +6 New
CM
2031
Cornerstone Management
Georgia
$1.81K 5 +5 New
MP
2032
McDonald Partners
Ohio
$1.42K 4 -4,662 -100%
ACM
2033
Absolute Capital Management
Pennsylvania
$1.42K 4 +4 New
UFF
2034
USA Financial Formulas
Michigan
$1K 3 -46 -94%
TFM
2035
TFC Financial Management
Massachusetts
$1K 3 -41 -93%
AWM
2036
Activest Wealth Management
Florida
$1K 4 -4 -50%
TFA
2037
Transamerica Financial Advisors
Florida
$1K 3 +1 +50%
ACK
2038
Andrew C. Karlinski
$1K 2 +2 New
IAG
2039
Investmark Advisory Group
Connecticut
$1K 3 +3 New
CWM
2040
Curi Wealth Management
North Carolina
$1K 3 +3 New
EFS
2041
Econ Financial Services
Pennsylvania
$1K 3 +3 New
AWA
2042
Aquire Wealth Advisors
Utah
$1K 3 +3 New
WAM
2043
WFA Asset Management
Wisconsin
$747 2 +2 New
BIM
2044
Baldwin Investment Management
Pennsylvania
$554 1,560 -815 -34%
UC
2045
Unio Capital
New Jersey
$389 1,095 +25 +2%
WA
2046
WestEnd Advisors
North Carolina
$355 1 +1 New
FHC
2047
First Heartland Consultants
Missouri
$309 870 -88 -9%
RTC
2048
Riverview Trust Company
Washington
$293 824 -33 -4%
FFG
2049
Ford Financial Group
California
$41 118 +118 New
HCM
2050
Hamlin Capital Management
New York
– – -259,124 Closed
80 81
82
83 84