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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 %
Rafferty Asset Management
276
Rafferty Asset Management
New York
$16.5M -$11.4M -24,183 -41%
FFP
277
FourThought Financial Partners
Florida
$16.4M -$355K -751 -2%
Lido Advisors
278
Lido Advisors
California
$16.4M +$5.16M +10,907 +46%
TC
279
TwinBeech Capital
New York
$16.3M +$15.5M +32,734 +1,806%
AP
280
Appleton Partners
Massachusetts
$16.3M +$355K +750 +2%
RC
281
RBO & Co
California
$16.2M -$287K -608 -2%
OAM
282
Oppenheimer Asset Management
New York
$16.2M +$480K +1,015 +3%
CIC
283
Canal Insurance Company
South Carolina
$16.1M – – –
NP
284
NS Partners
United Kingdom
$16M +$34K +72 +0.2%
UCFA
285
United Capital Financial Advisors
Texas
$16M -$1.42M -3,007 -8%
AAS
286
Avantax Advisory Services
Texas
$15.9M +$295K +625 +2%
ATC
287
Argent Trust Co
Tennessee
$15.9M +$253K +535 +2%
SIMG
288
Sonora Investment Management Group
Arizona
$15.8M +$211K +447 +1%
AIMC
289
Alley Investment Management Company
Illinois
$15.7M +$284K +600 +2%
VIA
290
Vident Investment Advisory
Georgia
$15.7M -$1.4M -2,961 -8%
PMEF
291
Point72 Middle East FZE
United Arab Emirates
$15.7M +$15.6M +33,090 +39,867%
PNC
292
Park National Corp
Ohio
$15.6M +$6.18M +13,071 +65%
Hudson Bay Capital Management
293
Hudson Bay Capital Management
Connecticut
$15.6M +$15.6M +33,000 New
MPM
294
Meritage Portfolio Management
Kansas
$15.5M -$431K -912 -3%
AFG
295
Albion Financial Group
Utah
$15.3M +$121K +255 +0.8%
MOACM
296
Mutual of America Capital Management
New York
$15.2M -$377K -797 -2%
FSA
297
Franklin Street Advisors
North Carolina
$15.2M -$643K -1,361 -4%
GIM
298
Goelzer Investment Management
Indiana
$15.1M +$904K +1,912 +6%
PFM
299
Parsec Financial Management
North Carolina
$14.9M +$357K +756 +2%
WCMN
300
Westchester Capital Management (Nebraska)
Nebraska
$14.8M -$696K -1,472 -4%
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