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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 %
YCM
351
Yousif Capital Management
Michigan
$11.2M -$1.1M -2,322 -9%
ANBT
352
American National Bank & Trust
Texas
$11.2M -$515K -1,090 -4%
IAA
353
Independent Advisor Alliance
North Carolina
$11.1M -$2.36M -4,985 -17%
TS
354
Tamar Securities
California
$11.1M +$28.4K +60 +0.3%
LCM
355
LVM Capital Management
Michigan
$10.9M +$409K +865 +4%
CA
356
Cullinan Associates
Kentucky
$10.9M +$2.77M +5,869 +34%
WBC
357
Westpac Banking Corp
Australia
$10.7M -$1.52M -3,209 -12%
BCM
358
Buckhead Capital Management
Georgia
$10.7M +$31.7K +67 +0.3%
TSW
359
Thompson Siegel & Walmsley
Virginia
$10.6M -$44.9K -95 -0.4%
TRSOTSOK
360
Teachers Retirement System of the State of Kentucky
Kentucky
$10.6M – – –
UAS
361
United Asset Strategies
New York
$10.6M +$226K +478 +2%
AWAG
362
ARS Wealth Advisors Group
Florida
$10.5M -$1.05M -2,227 -9%
II
363
IFM Investors
Australia
$10.5M +$301K +636 +3%
VNA
364
Valley National Advisers
Pennsylvania
$10.5M -$302K -628 -3%
JIC
365
Johnson Investment Counsel
Ohio
$10.4M -$199K -420 -2%
BFEC
366
Benjamin F. Edwards & Company
Missouri
$10.4M +$2.68M +5,662 +35%
TA
367
TruWealth Advisors
Louisiana
$10.4M +$210K +445 +2%
JWM
368
Jeppson Wealth Management
California
$10.3M +$71.9K +152 +0.7%
Janus Henderson Group
369
Janus Henderson Group
United Kingdom
$10.3M -$3.91M -8,273 -28%
TCBWMS
370
Texas Capital Bank Wealth Management Services
Texas
$10.3M -$610K -1,291 -6%
JIP
371
Jaffetilchin Investment Partners
Florida
$10.3M -$208K -439 -2%
TCM
372
Tufton Capital Management
Maryland
$10.2M -$66.2K -140 -0.6%
GAM
373
Gotham Asset Management
New York
$10.2M -$4.83M -10,212 -32%
Amundi
374
Amundi
France
$10.1M +$249K +508 +3%
SI
375
Stephens Inc
Arkansas
$10.1M -$1.05M -2,224 -9%
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