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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 %
SC
451
Schulhoff & Co
Ohio
$7.49M -$23.5K -51 -0.3%
SWM
452
Stockman Wealth Management
Montana
$7.48M +$186K +404 +3%
BCM
453
Birmingham Capital Management
Alabama
$7.47M -$46K -100 -0.6%
SCP
454
Silverleafe Capital Partners
Tennessee
$7.43M -$79.6K -173 -1%
EWA
455
EP Wealth Advisors
California
$7.42M -$6.55M -11,930 -47%
RCW
456
Rheos Capital Works
Japan
$7.41M +$7.41M +16,100 New
BRWA
457
B. Riley Wealth Advisors
Florida
$7.41M -$14.7K -32 -0.2%
APSI
458
Asset Planning Services Inc
Louisiana
$7.4M +$11.5K +25 +0.2%
BP
459
Broadleaf Partners
Ohio
$7.38M -$22.6K -49 -0.3%
PI
460
Putnam Investments
Massachusetts
$7.38M +$309K +672 +4%
WLPWM
461
Walled Lake Planning & Wealth Management
Illinois
$7.37M +$61.2K +133 +0.8%
HIMCH
462
Hartford Investment Management Co (HIMCO)
Connecticut
$7.36M -$1.49M -3,243 -17%
TC
463
TownSquare Capital
Utah
$7.34M +$6.91K +15 +0.1%
AA
464
ALPS Advisors
Colorado
$7.33M +$1.14M +2,469 +18%
GC
465
Grimes & Company
Massachusetts
$7.3M +$112K +243 +2%
WAM
466
Weatherly Asset Management
California
$7.23M +$13.8K +30 +0.2%
CWG
467
Cornerstone Wealth Group
North Carolina
$7.2M -$5.53K -12 -0.1%
ACIM
468
Azimuth Capital Investment Management
Michigan
$7.2M +$93K +202 +1%
PFS
469
Prospera Financial Services
Texas
$7.17M +$1.9M +4,128 +36%
SNB
470
Security National Bank
Nebraska
$7.14M -$291K -632 -4%
IGAM
471
iA Global Asset Management
Quebec, Canada
$7.14M +$7.14M +15,508 New
WAM
472
Werlinich Asset Management
Connecticut
$7.12M -$115K -250 -2%
NB
473
Northwest Bancshares
Pennsylvania
$7.11M +$272K +591 +4%
SC
474
Scotia Capital
Ontario, Canada
$7.11M +$1.51M +3,289 +27%
SAM
475
Silvercrest Asset Management
New York
$7.08M +$225K +489 +3%
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