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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 %
AMM
526
American Money Management
California
$5.92M -$290K -613 -5%
Loomis, Sayles & Company
527
Loomis, Sayles & Company
Massachusetts
$5.89M +$69K +146 +1%
AF
528
Allworth Financial
California
$5.87M +$842K +1,782 +17%
EW
529
Evexia Wealth
Wisconsin
$5.87M +$5.87M +12,947 New
LBC
530
Lowe Brockenbrough & Co
Virginia
$5.83M +$63.8K +135 +1%
AG
531
Ascent Group
Virginia
$5.82M +$1.03M +2,179 +22%
LCM
532
Logan Capital Management
Pennsylvania
$5.81M +$49.6K +105 +0.9%
CC
533
Courier Capital
New York
$5.81M -$11.8K -25 -0.2%
JAFL
534
Jay A. Fishman Ltd
Michigan
$5.81M +$3.78M +8,005 +187%
UB
535
UMB Bank
Missouri
$5.8M -$35.9K -76 -0.6%
SWM
536
Spire Wealth Management
Virginia
$5.75M +$1.31M +2,776 +30%
SC
537
Scotia Capital
Ontario, Canada
$5.75M -$4M -8,450 -41%
CICI
538
Capital Investment Counsel Inc
North Carolina
$5.74M -$47.3K -100 -0.8%
MIH
539
Meitav Investment House
Israel
$5.73M -$44.9K -95 -0.8%
CCM
540
Canal Capital Management
Virginia
$5.72M +$109K +230 +2%
Luther King Capital Management (LKCM)
541
Luther King Capital Management (LKCM)
Texas
$5.71M -$119K -251 -2%
PSP
542
Principal Street Partners
Tennessee
$5.69M +$13.7K +29 +0.2%
GFS
543
GYL Financial Synergies
Connecticut
$5.67M +$5.67M +12,005 New
PCOC
544
Power Corp of Canada
Canada
$5.67M +$5.67M +11,955 New
GP
545
Girard Partners
Pennsylvania
$5.67M -$1.15M -2,431 -17%
API
546
Advisor Partners II
California
$5.63M +$213K +451 +4%
ECM
547
EagleClaw Capital Management
Massachusetts
$5.6M +$7.09K +15 +0.1%
HEIP
548
Hudson Edge Investment Partners
New Jersey
$5.57M +$770K +1,629 +16%
RRAM
549
River Road Asset Management
Kentucky
$5.56M -$186K -394 -3%
BIG
550
Builder Investment Group
Georgia
$5.56M – – –
20 21
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