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Lockheed Martin
LMT

Overview Fund Activity

2,293 hedge funds and large institutions have $85.8B invested in Lockheed Martin in 2023 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 894 increasing their positions, 926 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+23
Holders Change %
+1.01%
% of All Funds
36.16%
Holding in Top 10
59
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-24.36%
% of All Funds
0.93%
New
137
Increased
894
Reduced
926
Closed
101
Calls
$1.47B
Puts
$1.41B
Net Calls
+$64.2M
Net Calls Change
-$208M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$174M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$139M
3
Marshall Wace
Marshall Wace
United Kingdom
+$117M
4
Two Sigma Investments
Two Sigma Investments
New York
+$114M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$108M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.09B
2
Capital World Investors
Capital World Investors
California
-$821M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$435M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$316M
5
MMA
Mizuho Markets Americas
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAMA
351
Nikko Asset Management Americas
New York
$11.5M -$577K -1,254 -5%
CTC (Chicago Trading Company)
352
CTC (Chicago Trading Company)
Illinois
$11.4M +$11.4M +24,693 New
HIMC
353
Heritage Investors Management Corp
Maryland
$11.3M -$171K -371 -1%
YCM
354
Yousif Capital Management
Michigan
$11.2M +$312K +677 +3%
OWIM
355
Old West Investment Management
California
$11.2M -$3.07M -6,670 -22%
SSA
356
South Street Advisors
New York
$11.1M -$1.17M -2,552 -10%
Wealthfront Advisers
357
Wealthfront Advisers
California
$11.1M -$1.25M -2,707 -10%
NAM
358
Nissay Asset Management
Japan
$11M -$861K -1,870 -7%
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$10.8M -$184K -400 -2%
IAA
360
Independent Advisor Alliance
North Carolina
$10.7M -$188K -408 -2%
GVAG
361
Great Valley Advisor Group
Delaware
$10.6M +$1.03M +2,244 +11%
BCM
362
Brookstone Capital Management
Illinois
$10.4M +$1.61M +3,512 +18%
SG Americas Securities
363
SG Americas Securities
New York
$10.4M +$7.74M +16,804 +288%
MDCM
364
Morgan Dempsey Capital Management
Wisconsin
$10.4M +$1.11M +2,405 +12%
BCM
365
Buckhead Capital Management
Georgia
$10.3M -$97.1K -211 -0.9%
UAS
366
United Asset Strategies
New York
$10.2M -$62.6K -136 -0.6%
TA
367
TruWealth Advisors
Louisiana
$10.2M +$89.3K +194 +0.9%
JIP
368
Jaffetilchin Investment Partners
Florida
$10.2M +$148K +321 +1%
CS
369
Clear Street
New York
$10.1M +$10.1M +22,000 New
EH
370
Equitable Holdings
New York
$10.1M +$876K +1,903 +10%
JIC
371
Johnson Investment Counsel
Ohio
$10M -$119K -259 -1%
JWM
372
Jeppson Wealth Management
California
$9.95M -$91.2K -198 -0.9%
Public Sector Pension Investment Board (PSP Investments)
373
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.94M -$1.57M -3,416 -14%
AWAG
374
ARS Wealth Advisors Group
Florida
$9.91M -$292K -635 -3%
TCBWMS
375
Texas Capital Bank Wealth Management Services
Texas
$9.89M -$128K -277 -1%
13 14
15
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