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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 %
TCOT
676
Trust Company of Toledo
Ohio
$3.81M +$265K +560 +7%
FLI
677
Family Legacy Inc
South Carolina
$3.79M +$144K +305 +4%
LTAS
678
Linden Thomas Advisory Services
North Carolina
$3.79M +$223K +472 +6%
MIM
679
Meixler Investment Management
Arizona
$3.77M – – –
BBI
680
Baxter Bros Inc
Connecticut
$3.74M -$204K -431 -5%
CT
681
Chicago Trust
Illinois
$3.74M -$761K -1,609 -17%
JAG
682
Journey Advisory Group
Kentucky
$3.73M +$1.04M +2,194 +38%
VWA
683
Visionary Wealth Advisors
Illinois
$3.73M -$3.53M -7,477 -49%
FNBOMD
684
First National Bank of Mount Dora
Florida
$3.73M +$174K +368 +5%
TI
685
Tidal Investments
Wisconsin
$3.72M -$352K -744 -9%
H
686
HoyleCohen
California
$3.7M +$108K +228 +3%
CB
687
Community Bank
New York
$3.7M -$41.1K -87 -1%
Empower Advisory Group
688
Empower Advisory Group
Colorado
$3.68M +$3.68M +7,555 New
IWP
689
Icon Wealth Partners
Texas
$3.67M +$3.67M +7,754 New
OCM
690
Orleans Capital Management
Louisiana
$3.66M +$4.73K +10 +0.1%
MMM
691
Mendel Money Management
Illinois
$3.63M -$52.5K -111 -1%
PFS
692
Physicians Financial Services
North Carolina
$3.63M -$23.6K -50 -0.6%
PGAM
693
Princeton Global Asset Management
New Jersey
$3.61M +$258K +546 +8%
AC
694
Asio Capital
Kentucky
$3.55M +$59.1K +125 +2%
WF
695
Welch & Forbes
Massachusetts
$3.51M -$125K -264 -3%
NA
696
Navellier & Associates
Nevada
$3.49M -$4.73K -10 -0.1%
MFG
697
Merit Financial Group
Georgia
$3.48M +$282K +596 +9%
HP
698
Hikari Power
Japan
$3.47M – – –
JCM
699
Jacobi Capital Management
Pennsylvania
$3.47M – – –
PAM
700
Paradigm Asset Management
New York
$3.45M – – –
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