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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 %
APSI
451
Asset Planning Services Inc
Louisiana
$7.59M -$33.1K -70 -0.4%
TC
452
TownSquare Capital
Utah
$7.53M -$21.7K -46 -0.3%
WLPWM
453
Walled Lake Planning & Wealth Management
Illinois
$7.51M +$305K +645 +4%
AIA
454
Allied Investment Advisors
Montana
$7.5M +$118K +249 +2%
SWM
455
Stockman Wealth Management
Montana
$7.49M -$18.9K -40 -0.3%
VFA
456
Valeo Financial Advisors
Indiana
$7.48M +$586K +1,239 +8%
MCM
457
Mattern Capital Management
Colorado
$7.45M +$192K +407 +3%
WAM
458
Werlinich Asset Management
Connecticut
$7.43M -$123K -260 -2%
ETC
459
Exchange Traded Concepts
Oklahoma
$7.41M -$7.22M -15,277 -49%
WAM
460
Weatherly Asset Management
California
$7.41M +$134K +284 +2%
CWG
461
Cornerstone Wealth Group
North Carolina
$7.4M -$8.98K -19 -0.1%
GC
462
Grimes & Company
Massachusetts
$7.38M +$558K +1,181 +8%
ACIM
463
Azimuth Capital Investment Management
Michigan
$7.29M +$44.9K +95 +0.6%
RWM
464
Ritholtz Wealth Management
New York
$7.28M +$3.5M +7,404 +93%
LNC
465
Lincoln National Corp
Pennsylvania
$7.28M -$2.25M -4,753 -24%
PI
466
Putnam Investments
Massachusetts
$7.26M -$33M -69,839 -82%
BFG
467
Berger Financial Group
Minnesota
$7.22M -$547K -1,157 -7%
GCM
468
Greenland Capital Management
New York
$7.21M +$7.21M +15,250 New
CAM
469
Campion Asset Management
Virginia
$7.18M – – –
NB
470
Norinchukin Bank
Japan
$7.15M +$81.8K +173 +1%
NCM
471
Narwhal Capital Management
Georgia
$7.09M -$420K -888 -6%
NIM
472
Northeast Investment Management
Massachusetts
$7.05M +$255K +539 +4%
SAM
473
Silvercrest Asset Management
New York
$7.04M -$78.5K -166 -1%
Pacer Advisors
474
Pacer Advisors
Pennsylvania
$7.03M -$2.94M -6,209 -29%
NB
475
Northwest Bancshares
Pennsylvania
$7.03M +$3.31K +7 +0%
17 18
19
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