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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 %
Jones Financial Companies
426
Jones Financial Companies
Missouri
$8.36M +$246K +520 +3%
OA
427
Oak Associates
Ohio
$8.24M – – –
MIA
428
MainStreet Investment Advisors
Illinois
$8.22M +$111K +235 +1%
DWM
429
Destination Wealth Management
California
$8.2M -$139K -295 -2%
Voloridge Investment Management
430
Voloridge Investment Management
Florida
$8.2M +$6.29M +13,304 +329%
TCOK
431
Trust Company of Kansas
Kansas
$8.12M -$405K -856 -5%
Fayez Sarofim & Co
432
Fayez Sarofim & Co
Texas
$8.09M -$149K -315 -2%
WIC
433
Woodmont Investment Counsel
Tennessee
$8.03M +$61.9K +131 +0.8%
WAS
434
Wesleyan Assurance Society
United Kingdom
$8.03M – – –
LI
435
Lafayette Investments
Maryland
$8M -$272K -575 -3%
Bank of Nova Scotia
436
Bank of Nova Scotia
Ontario, Canada
$7.99M -$12.5M -26,500 -61%
BL
437
BCWM LLC
Kansas
$7.88M +$360K +762 +5%
FCMC
438
Founders Capital Management (Connecticut)
Connecticut
$7.86M -$54.4K -115 -0.7%
HCM
439
Horrell Capital Management
Arkansas
$7.81M +$48.7K +103 +0.6%
LA
440
Lynch & Associates
Indiana
$7.78M -$61K -129 -0.8%
BCWM
441
Bartlett & Co Wealth Management
Ohio
$7.72M -$41.1K -87 -0.5%
BC
442
Bartlett & Co
Ohio
$7.72M -$41.1K -87 -0.5%
BCM
443
Birmingham Capital Management
Alabama
$7.71M +$18.9K +40 +0.2%
SCP
444
Silverleafe Capital Partners
Tennessee
$7.71M -$182K -384 -2%
SC
445
Schulhoff & Co
Ohio
$7.71M +$1.89K +4 +0%
KWM
446
Kingsview Wealth Management
Oregon
$7.69M -$258K -545 -3%
SNB
447
Security National Bank
Nebraska
$7.63M -$502K -1,062 -6%
BRWA
448
B. Riley Wealth Advisors
Florida
$7.62M +$101K +213 +1%
BP
449
Broadleaf Partners
Ohio
$7.61M +$134K +283 +2%
VPIM
450
Vanguard Personalized Indexing Management
California
$7.59M +$1.35M +2,866 +22%
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