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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 %
EFS
651
Essex Financial Services
Connecticut
$4.1M -$112K -236 -3%
MA
652
Montag & Associates
Georgia
$4.05M -$70.4K -149 -2%
WJWM
653
Williams Jones Wealth Management
New York
$4.04M -$2.02M -4,266 -33%
DAS
654
Dynamic Advisor Solutions
Arizona
$4.04M +$1.06M +2,236 +35%
HWM
655
Hohimer Wealth Management
Washington
$4.03M -$83.2K -176 -2%
BOC
656
Barbara Oil Co
Illinois
$4.02M – – –
HLCM
657
Hickory Lane Capital Management
New York
$4.02M +$236K +500 +6%
FAP
658
Financial Advisory Partners
Florida
$4M -$37.3K -79 -0.9%
AF
659
Advisornet Financial
Minnesota
$4M -$394K -834 -9%
SFA
660
Sequoia Financial Advisors
Ohio
$3.99M +$70.4K +149 +2%
GI
661
GS Investments
Minnesota
$3.98M +$4.73K +10 +0.1%
EFIC
662
Eliot Finkel Investment Counsel
California
$3.98M -$59.1K -125 -1%
KFC
663
Klingenstein Fields & Co
New York
$3.98M -$56.3K -119 -1%
ACM
664
AlphaStar Capital Management
North Carolina
$3.96M -$2.26M -4,791 -36%
AT
665
Arvest Trust
Oklahoma
$3.94M +$808K +1,710 +26%
SFP
666
Shepherd Financial Partners
Massachusetts
$3.93M +$370K +782 +10%
VAS
667
Vestmark Advisory Solutions
Massachusetts
$3.92M +$47.8K +101 +1%
EFI
668
EHP Funds Inc
Canada
$3.92M -$473K -1,000 -11%
MA
669
Menlo Advisors
California
$3.92M +$3.92M +8,287 New
CT
670
Coastline Trust
Rhode Island
$3.91M +$18K +38 +0.5%
EWM
671
Empirical Wealth Management
Washington
$3.91M +$406K +859 +12%
GT
672
Greenleaf Trust
Michigan
$3.9M +$16.5K +35 +0.4%
TRCT
673
Tower Research Capital (TRC)
New York
$3.89M +$1.29M +2,723 +50%
WI
674
Wintrust Investments
Illinois
$3.83M +$3.83M +9,064 New
KRSITF
675
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.82M -$176K -372 -4%
25 26
27
28 29