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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 %
LSERS
476
Louisiana State Employees Retirement System
Louisiana
$7M -$142K -300 -2%
CSIC
477
Clifford Swan Investment Counsel
California
$6.91M – – –
LK
478
Lumbard & Kellner
New Hampshire
$6.91M -$48.9K -105 -0.7%
FNT
479
First National Trust
Pennsylvania
$6.91M -$41.6K -88 -0.6%
BCI
480
Brinker Capital Investments
Pennsylvania
$6.88M +$1.83M +3,877 +36%
OPS
481
Orion Portfolio Solutions
Nebraska
$6.88M +$5.12M +10,830 +290%
LWM
482
Lyell Wealth Management
California
$6.87M +$527K +1,115 +8%
BBA
483
BLB&B Advisors
Pennsylvania
$6.85M +$2.19M +4,635 +47%
SCA
484
Snowden Capital Advisors
New York
$6.84M -$226K -479 -3%
KeyBank National Association
485
KeyBank National Association
Ohio
$6.8M -$64.3K -136 -0.9%
WS
486
Wedbush Securities
California
$6.76M -$650K -1,375 -9%
IP
487
Intellectus Partners
California
$6.73M -$20.3K -43 -0.3%
FAB
488
First American Bank
Illinois
$6.71M -$1.89K -4 -0%
CNBT
489
Canandaigua National Bank & Trust
New York
$6.71M +$6.71M +14,191 New
CAM
490
Close Asset Management
United Kingdom
$6.69M +$469K +992 +8%
VVP
491
Venture Visionary Partners
Ohio
$6.69M +$273K +577 +4%
HWAM
492
Hennion & Walsh Asset Management
New Jersey
$6.67M -$38.3K -81 -0.6%
IIC
493
Ironwood Investment Counsel
Arizona
$6.66M -$62.4K -132 -0.9%
FTC
494
Farmers Trust Company
Ohio
$6.65M -$65.7K -139 -1%
PWM
495
Perigon Wealth Management
California
$6.65M +$304K +642 +5%
WI
496
WBI Investments
New Jersey
$6.63M +$2.32M +4,899 +54%
KNW
497
Kesler Norman & Wride
Utah
$6.62M +$200K +423 +3%
SPC
498
Sigma Planning Corp
Michigan
$6.6M -$142K -301 -2%
MA
499
Mutual Advisors
Nebraska
$6.55M +$821K +1,736 +14%
TCOV
500
Trust Company of Vermont
Vermont
$6.54M +$262K +554 +4%
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