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Lockheed Martin
LMT

Overview Fund Activity

2,270 hedge funds and large institutions have $90B invested in Lockheed Martin in 2023 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 900 increasing their positions, 906 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,270
Holders Change
-39
Holders Change %
-1.69%
% of All Funds
36.33%
Holding in Top 10
78
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-25%
% of All Funds
1.25%
New
134
Increased
900
Reduced
906
Closed
124
Calls
$1.69B
Puts
$1.42B
Net Calls
+$272M
Net Calls Change
-$241M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$168M
2
Millennium Management
Millennium Management
New York
+$116M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$115M
4
MMC
Mizuho Markets Cayman
Cayman Islands
+$106M
5
BG
Bahl & Gaynor
Ohio
+$106M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$759M
2
GQG Partners
GQG Partners
Florida
-$533M
3
BlackRock
BlackRock
New York
-$522M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$394M
5
Charles Schwab
Charles Schwab
California
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPSF
226
Texas Permanent School Fund
Texas
$22.4M +$6.73M +14,230 +43%
Point72 Asset Management
227
Point72 Asset Management
Connecticut
$22.4M +$22.4M +47,342 New
Mirae Asset Global Investments
228
Mirae Asset Global Investments
South Korea
$22M +$4.32M +9,143 +24%
Cetera Investment Advisers
229
Cetera Investment Advisers
Illinois
$21.8M -$17K -36 -0.1%
KAS
230
Kestra Advisory Services
Texas
$21.8M -$3.23M -6,824 -13%
FCI
231
Financial Counselors Inc
Kansas
$21.7M -$1.02M -2,155 -4%
CDH
232
Charles D. Hyman
$21.3M +$18K +38 +0.1%
SOADOR
233
State of Alaska Department of Revenue
Alaska
$20.9M -$551K -1,165 -3%
SEI Investments
234
SEI Investments
Pennsylvania
$20.9M +$5.51M +11,648 +36%
PDM
235
Penn Davis McFarland
Texas
$20.8M +$44.9K +95 +0.2%
DADC
236
D.A. Davidson & Co
Montana
$20.6M -$63.4K -134 -0.3%
CA
237
Cetera Advisors
Colorado
$20.5M -$567K -1,199 -3%
GT
238
Glenview Trust
Kentucky
$20.4M +$566K +1,198 +3%
ECM
239
ExodusPoint Capital Management
New York
$20.3M +$3.84M +8,121 +23%
PAG
240
Private Advisor Group
New Jersey
$19.8M +$557K +1,179 +3%
TSAM
241
Trinity Street Asset Management
United Kingdom
$19.8M -$272K -575 -1%
William Blair & Company
242
William Blair & Company
Illinois
$19.6M +$5.66M +11,973 +41%
GC
243
Gratus Capital
Georgia
$19.2M +$598K +1,265 +3%
CAMG
244
CWA Asset Management Group
Florida
$19.2M +$428K +905 +2%
URS
245
Utah Retirement Systems
Utah
$19.2M -$473K -1,000 -2%
AP
246
Archon Partners
New Jersey
$19.1M – – –
Schroder Investment Management Group
247
Schroder Investment Management Group
United Kingdom
$19.1M -$11.6M -24,497 -38%
MCM
248
MAI Capital Management
Ohio
$18.9M -$902K -1,909 -5%
Brown Advisory
249
Brown Advisory
Maryland
$18.8M +$1.64M +3,477 +10%
Calamos Advisors
250
Calamos Advisors
Illinois
$18.7M -$2.34M -4,944 -11%
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