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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 %
CC
301
Cadinha & Co
Hawaii
$14.8M -$62.9K -133 -0.4%
WT
302
Washington Trust
Rhode Island
$14.8M -$49.2K -104 -0.3%
HTI
303
Hikari Tsushin Inc
Japan
$14.7M – – –
CA
304
Cornerstone Advisors
North Carolina
$14.7M – – –
OWIM
305
Old West Investment Management
California
$14.6M +$130K +276 +0.9%
CAC
306
Core Alternative Capital
Georgia
$14.6M -$423K -895 -3%
ACA
307
Anchor Capital Advisors
Massachusetts
$14.5M +$40.7K +86 +0.3%
PA
308
Pinnacle Associates
New York
$14.5M +$2.36K +5 +0%
ASN
309
Advisory Services Network
Georgia
$14.4M +$1.03M +2,174 +8%
CFB
310
Cullen/Frost Bankers
Texas
$14.4M -$115K -243 -0.8%
GCM
311
Graham Capital Management
Connecticut
$14.1M +$914K +1,934 +7%
AWS
312
Atria Wealth Solutions
New York
$14.1M +$1.68M +3,552 +14%
TWC
313
TD Waterhouse Canada
Ontario, Canada
$14M -$602K -1,170 -4%
BFIC
314
Bedell Frazier Investment Counselling
California
$13.9M +$572K +1,209 +4%
KPWS
315
Kestra Private Wealth Services
Texas
$13.8M +$351K +743 +3%
Citadel Advisors
316
Citadel Advisors
Florida
$13.8M +$12.5M +26,515 +989%
CIBC World Market
317
CIBC World Market
Ontario, Canada
$13.4M +$1.03M +2,172 +8%
CIC
318
Carnegie Investment Counsel
Ohio
$13.2M -$1.34M -2,828 -9%
RFC
319
Regions Financial Corp
Alabama
$13.2M +$10.9K +23 +0.1%
NW
320
NewEdge Wealth
Pennsylvania
$12.8M +$1.21M +2,568 +10%
CF
321
Cantor Fitzgerald
New York
$12.8M +$959K +2,029 +8%
RJT
322
Raymond James Trust
Florida
$12.8M -$36.4K -77 -0.3%
BWL
323
Bogart Wealth LLC
Virginia
$12.8M +$428K +906 +3%
LW
324
Linscomb Wealth
Texas
$12.8M -$262K -555 -2%
FNBT
325
FineMark National Bank & Trust
Florida
$12.7M -$139K -293 -1%
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