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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 %
KC
626
Kingfisher Capital
North Carolina
$4.49M +$12.3K +26 +0.3%
SAM
627
Shell Asset Management
Netherlands
$4.48M -$37.3K -79 -0.8%
AP
628
Americana Partners
Texas
$4.48M +$6.15K +13 +0.1%
SS
629
Simplicity Solutions
Minnesota
$4.46M +$2.73M +5,767 +157%
FNBOO
630
First National Bank of Omaha
Nebraska
$4.4M -$48.2K -102 -1%
PWA
631
Primoris Wealth Advisors
Florida
$4.4M -$25.5K -54 -0.6%
MAM
632
Meeder Asset Management
Ohio
$4.32M – – –
WAP
633
Wealthcare Advisory Partners
Pennsylvania
$4.32M +$442K +934 +11%
SIAP
634
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.32M -$287K -607 -6%
XF
635
XML Financial
Maryland
$4.32M +$8.51K +18 +0.2%
SL
636
Summitry LLC
California
$4.32M +$164K +347 +4%
PFA
637
Pathway Financial Advisers
Indiana
$4.31M -$995K -2,106 -19%
BOCM
638
Bontempo Ohly Capital Management
Maryland
$4.31M -$516K -1,092 -11%
VHAM
639
Van Hulzen Asset Management
California
$4.3M +$1.47M +3,121 +52%
CAL
640
Capital Analysts LLC
Pennsylvania
$4.28M +$57.7K +122 +1%
FM
641
Foster & Motley
Ohio
$4.27M +$643K +1,360 +18%
UHC
642
Union Heritage Capital
Michigan
$4.25M – – –
SBH
643
Segall Bryant & Hamill
Illinois
$4.25M -$11.8K -25 -0.3%
MWM
644
Modera Wealth Management
New Jersey
$4.23M -$91.2K -193 -2%
SIA
645
Sit Investment Associates
Minnesota
$4.22M -$52K -110 -1%
SLG
646
Stanley-Laman Group
Pennsylvania
$4.21M +$155K +327 +4%
NB
647
NBT Bank
New York
$4.18M -$159K -337 -4%
DI
648
DFPG Investments
Utah
$4.15M +$1.38M +2,924 +50%
SHFP
649
Second Half Financial Partners
Florida
$4.14M -$45.4K -96 -1%
HA
650
Hamel Associates
New Jersey
$4.13M – – –
24 25
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