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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 %
SYBT
501
Stock Yards Bank & Trust
Kentucky
$6.51M -$115K -243 -2%
VI
502
Vestcor Inc
New Brunswick, Canada
$6.51M +$2.75M +5,811 +73%
Wolverine Trading
503
Wolverine Trading
Illinois
$6.51M +$1.91M +4,030 +41%
AI
504
Ariel Investments
Illinois
$6.42M – – –
IC
505
IEQ Capital
California
$6.4M -$45.4K -96 -0.7%
FA
506
FDx Advisors
Illinois
$6.36M – – –
AA
507
ALPS Advisors
Colorado
$6.36M -$109K -230 -2%
RWP
508
RWA Wealth Partners
Massachusetts
$6.35M +$116K +246 +2%
FT
509
Fiduciary Trust
Massachusetts
$6.25M -$37.8K -80 -0.6%
IIM
510
Intact Investment Management
Quebec, Canada
$6.24M – – –
IAN
511
Integrated Advisors Network
Texas
$6.22M -$93.1K -197 -1%
ECM
512
Evergreen Capital Management
Washington
$6.19M +$145K +307 +2%
OHIS
513
Oak Harvest Investment Services
Texas
$6.18M +$553K +1,170 +10%
M
514
MOTCO
Texas
$6.14M +$298K +631 +5%
NGA
515
Naples Global Advisors
Florida
$6.11M -$139K -294 -2%
DAC
516
Dividend Assets Capital
South Carolina
$6.11M – – –
SB
517
Simmons Bank
Arkansas
$6.1M +$221K +468 +4%
EIP
518
Easterly Investment Partners
Massachusetts
$6.09M -$1.25M -2,642 -17%
MCP
519
Martin Capital Partners
Oregon
$6.07M +$75.2K +159 +1%
CTA
520
Colonial Trust Advisors
South Carolina
$6.07M +$61K +129 +1%
SAM
521
Smithbridge Asset Management
Pennsylvania
$6.03M +$275K +581 +5%
CIM
522
Contravisory Investment Management
Massachusetts
$5.98M +$35.5K +75 +0.6%
WP
523
WealthPLAN Partners
Nebraska
$5.94M -$5.4M -11,416 -48%
FMC
524
First Merchants Corp
Indiana
$5.93M +$151K +320 +3%
SCA
525
Stokes Capital Advisors
South Carolina
$5.93M -$46.3K -98 -0.8%
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