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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 %
CII
551
Capital International Inc
California
$5.55M -$75.6K -160 -1%
IWC
552
Integrated Wealth Concepts
Massachusetts
$5.52M +$2.19M +4,633 +66%
HFS
553
Hantz Financial Services
Michigan
$5.47M +$67.6K +143 +1%
CGH
554
Crossmark Global Holdings
Texas
$5.45M -$2.74M -5,791 -33%
CWM
555
CIBC World Markets
New York
$5.43M -$8.48M -17,931 -61%
IMRF
556
Illinois Municipal Retirement Fund
Illinois
$5.42M +$432K +913 +9%
CWM
557
Chronos Wealth Management
Florida
$5.41M -$26.5K -56 -0.5%
PFS
558
Prospera Financial Services
Texas
$5.41M +$2.36M +4,995 +78%
BWS
559
Buck Wealth Strategies
Colorado
$5.35M +$5.35M +11,328 New
PCM
560
Parsons Capital Management
Rhode Island
$5.35M +$296K +626 +6%
IFAM
561
Institutional & Family Asset Management
Colorado
$5.34M +$69.5K +147 +1%
TA
562
Townsend & Associates
Colorado
$5.31M -$1.11M -2,390 -17%
QCM
563
Quantinno Capital Management
New York
$5.3M +$336K +711 +7%
ECML
564
Eagle Capital Management (Louisiana)
Louisiana
$5.21M -$74.2K -157 -1%
BFA
565
Benedict Financial Advisors
Georgia
$5.2M +$41.1K +87 +0.8%
TPCW
566
TD Private Client Wealth
New York
$5.16M +$320K +676 +7%
CIC
567
Chilton Investment Company
Connecticut
$5.14M +$520K +1,099 +11%
V
568
Veritable
Delaware
$5.14M -$341K -721 -6%
CCM
569
Coldstream Capital Management
Washington
$5.13M -$33.6K -71 -0.6%
WIM
570
WealthPlan Investment Management
Nebraska
$5.13M -$6.29M -13,307 -55%
RBA
571
Richard Bernstein Advisors
New York
$5.12M – – –
SIA
572
Soltis Investment Advisors
Utah
$5.12M +$83.7K +177 +2%
SP
573
Symmetry Partners
Connecticut
$5.12M +$1.6M +3,382 +45%
NMERB
574
New Mexico Educational Retirement Board
New Mexico
$5.1M -$142K -300 -3%
RIL
575
Rothschild Investment LLC
Illinois
$5.1M -$277K -586 -5%
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