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Lockheed Martin
LMT

Overview Fund Activity

2,293 hedge funds and large institutions have $85.8B invested in Lockheed Martin in 2023 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 894 increasing their positions, 926 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+23
Holders Change %
+1.01%
% of All Funds
36.16%
Holding in Top 10
59
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-24.36%
% of All Funds
0.93%
New
137
Increased
894
Reduced
926
Closed
101
Calls
$1.47B
Puts
$1.41B
Net Calls
+$64.2M
Net Calls Change
-$208M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$174M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$139M
3
Marshall Wace
Marshall Wace
United Kingdom
+$117M
4
Two Sigma Investments
Two Sigma Investments
New York
+$114M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$108M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.09B
2
Capital World Investors
Capital World Investors
California
-$821M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$435M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$316M
5
MMA
Mizuho Markets Americas
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
651
Foundations Investment Advisors
Arizona
$3.85M +$664K +1,443 +21%
EFIC
652
Eliot Finkel Investment Counsel
California
$3.83M -$50.6K -110 -1%
CCFCSB
653
Cape Cod Five Cents Savings Bank
Massachusetts
$3.82M +$3.82M +8,296 New
VAS
654
Vestmark Advisory Solutions
Massachusetts
$3.82M -$5.99K -13 -0.2%
HWM
655
Hohimer Wealth Management
Washington
$3.81M -$109K -237 -3%
DOA
656
D'Orazio & Associates
Virginia
$3.79M +$2.41M +5,241 +175%
MCC
657
Money Concepts Capital
Florida
$3.78M -$36.4M -78,833 -91%
AF
658
Advisornet Financial
Minnesota
$3.77M -$121K -262 -3%
LTAS
659
Linden Thomas Advisory Services
North Carolina
$3.75M +$58K +126 +2%
KFC
660
Klingenstein Fields & Co
New York
$3.73M -$141K -306 -4%
GIA
661
Gladstone Institutional Advisory
Florida
$3.73M +$1.52M +3,305 +69%
KRSITF
662
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.73M +$2.76K +6 +0.1%
KWA
663
Kingswood Wealth Advisors
California
$3.72M +$3.72M +8,088 New
Federated Hermes
664
Federated Hermes
Pennsylvania
$3.72M +$1.65M +3,594 +80%
WI
665
Wintrust Investments
Illinois
$3.68M -$187K -438 -5%
SWP
666
Stratos Wealth Partners
Ohio
$3.67M +$366K +794 +11%
SFA
667
Sequoia Financial Advisors
Ohio
$3.67M -$220K -478 -6%
FLI
668
Family Legacy Inc
South Carolina
$3.67M -$24.9K -54 -0.7%
MIM
669
Meixler Investment Management
Arizona
$3.65M -$23.9K -52 -0.7%
BBI
670
Baxter Bros Inc
Connecticut
$3.65M +$1.38K +3 +0%
FAB
671
First American Bank
Illinois
$3.62M -$2.91M -6,324 -45%
VWA
672
Visionary Wealth Advisors
Illinois
$3.61M -$28.5K -62 -0.8%
WJWM
673
Williams Jones Wealth Management
New York
$3.6M -$338K -734 -9%
H
674
HoyleCohen
California
$3.59M -$5.06K -11 -0.1%
CA
675
CoreCap Advisors
Michigan
$3.58M +$3.58M +7,786 New
25 26
27
28 29