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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 %
PCA
376
Private Capital Advisors
Connecticut
$10M -$3.32M -7,020 -25%
Balyasny Asset Management
377
Balyasny Asset Management
Illinois
$10M +$10M +21,216 New
DC
378
Davenport & Co
Virginia
$9.98M -$100K -212 -1%
FC
379
FORA Capital
Florida
$9.98M +$9.98M +21,109 New
BCIM
380
British Columbia Investment Management
British Columbia, Canada
$9.95M -$61K -129 -0.6%
GVAG
381
Great Valley Advisor Group
Delaware
$9.84M +$2.9M +6,145 +42%
Kovitz Investment Group Partners
382
Kovitz Investment Group Partners
Illinois
$9.72M -$226K -478 -2%
WFG
383
Wills Financial Group
Virginia
$9.68M -$12.8K -27 -0.1%
PGFC
384
Peapack-Gladstone Financial Corp
New Jersey
$9.62M +$3.82M +8,012 +66%
HLCM
385
Hi-Line Capital Management
South Dakota
$9.58M -$6.23M -13,176 -39%
AI
386
Atria Investments
North Carolina
$9.57M +$150K +318 +2%
CTC
387
Central Trust Company
Missouri
$9.54M +$5.2K +11 +0.1%
NCM
388
Novare Capital Management
North Carolina
$9.53M -$929K -1,966 -9%
SBIA
389
Sheaff Brock Investment Advisors
Indiana
$9.5M +$48.7K +103 +0.5%
MDCM
390
Morgan Dempsey Capital Management
Wisconsin
$9.5M +$197K +416 +2%
1IA
391
1834 Investment Advisors
Wisconsin
$9.44M -$64.8K -137 -0.7%
EH
392
Equitable Holdings
New York
$9.43M +$251K +532 +3%
Lazard Asset Management
393
Lazard Asset Management
New York
$9.43M -$134K -284 -1%
BCM
394
Brookstone Capital Management
Illinois
$9.42M +$1.86M +3,808 +25%
NEAM
395
New England Asset Management
Connecticut
$9.37M -$2.54M -5,380 -21%
MAM
396
Mastrapasqua Asset Management
Tennessee
$9.34M +$141K +298 +2%
WHG
397
Westwood Holdings Group
Texas
$9.34M +$173K +367 +2%
AAM
398
Ardevora Asset Management
United Kingdom
$9.26M -$1.1M -2,320 -11%
SMDAM
399
Sumitomo Mitsui DS Asset Management
Japan
$9.25M +$380K +804 +4%
SCM
400
Shelton Capital Management
Colorado
$9.22M +$5.44M +11,514 +144%
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16
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