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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 %
VFA
476
Valeo Financial Advisors
Indiana
$7.03M -$256K -557 -4%
PWM
477
Perigon Wealth Management
California
$7.01M +$531K +1,153 +8%
CAM
478
Campion Asset Management
Virginia
$6.99M – – –
BC
479
Brookfield Corp
Ontario, Canada
$6.97M +$5.72M +12,430 +459%
OHIS
480
Oak Harvest Investment Services
Texas
$6.96M +$935K +2,030 +16%
GI
481
Gradient Investments
Minnesota
$6.94M -$1.54M -3,340 -18%
LWM
482
Lyell Wealth Management
California
$6.93M +$233K +506 +3%
LNC
483
Lincoln National Corp
Pennsylvania
$6.92M -$163K -354 -2%
NCM
484
Narwhal Capital Management
Georgia
$6.91M +$460 +1 +0%
WS
485
Wedbush Securities
California
$6.88M +$300K +651 +5%
BFG
486
Berger Financial Group
Minnesota
$6.83M -$198K -430 -3%
KWM
487
Kingsview Wealth Management
Oregon
$6.82M -$676K -1,468 -9%
CAM
488
Close Asset Management
United Kingdom
$6.82M +$297K +646 +5%
JAFL
489
Jay A. Fishman Ltd
Michigan
$6.8M +$1.15M +2,490 +20%
VVP
490
Venture Visionary Partners
Ohio
$6.71M +$194K +421 +3%
WHG
491
Westwood Holdings Group
Texas
$6.7M -$2.39M -5,200 -26%
SHFP
492
Second Half Financial Partners
Florida
$6.68M +$2.65M +5,756 +66%
Pacer Advisors
493
Pacer Advisors
Pennsylvania
$6.64M -$212K -460 -3%
IP
494
Intellectus Partners
California
$6.63M +$82.4K +179 +1%
SCA
495
Snowden Capital Advisors
New York
$6.59M -$64.9K -141 -1%
KNW
496
Kesler Norman & Wride
Utah
$6.58M +$125K +272 +2%
IIC
497
Ironwood Investment Counsel
Arizona
$6.58M +$93.5K +203 +1%
NIM
498
Northeast Investment Management
Massachusetts
$6.55M -$316K -687 -5%
FNT
499
First National Trust
Pennsylvania
$6.54M -$183K -397 -3%
MA
500
Mutual Advisors
Nebraska
$6.53M +$148K +322 +2%
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