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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 %
EGM
701
Engineers Gate Manager
New York
$3.45M +$3.45M +7,294 New
SWA
702
Stratos Wealth Advisors
Ohio
$3.45M +$53.9K +114 +2%
CIBC Private Wealth Group
703
CIBC Private Wealth Group
Georgia
$3.44M -$187K -1,170 -5%
JWCA
704
J.W. Cole Advisors
Florida
$3.44M +$109K +231 +3%
ACM
705
Altrius Capital Management
North Carolina
$3.43M +$65.2K +138 +2%
WPW
706
Warther Private Wealth
Ohio
$3.43M -$131K -277 -4%
SSWM
707
Smith Salley Wealth Management
North Carolina
$3.41M +$27.9K +59 +0.8%
OIA
708
OneDigital Investment Advisors
Kansas
$3.41M +$38.8K +82 +1%
LS
709
Leelyn Smith
Illinois
$3.41M -$2.91M -6,157 -46%
DIA
710
Dean Investment Associates
Ohio
$3.41M -$774K -1,637 -19%
SWP
711
Stratos Wealth Partners
Ohio
$3.39M -$919K -1,944 -21%
TCM
712
Traynor Capital Management
Pennsylvania
$3.39M +$135K +285 +4%
MGP
713
Metis Global Partners
California
$3.39M +$1.08M +2,294 +47%
Los Angeles Capital Management
714
Los Angeles Capital Management
California
$3.39M +$615K +1,302 +22%
BL
715
Balentine LLC
Georgia
$3.38M -$674K -1,426 -17%
NMIMC
716
Northwestern Mutual Investment Management Company
Wisconsin
$3.38M -$79.4K -168 -2%
PWMAG
717
Pinnacle Wealth Management Advisory Group
New Jersey
$3.37M -$25.5K -54 -0.8%
RA
718
RFG Advisory
Alabama
$3.37M +$262K +555 +8%
MYAM
719
Meiji Yasuda Asset Management
Japan
$3.37M -$428K -906 -11%
MCM
720
MV Capital Management
Maryland
$3.36M +$98.8K +209 +3%
SW
721
SVB Wealth
Massachusetts
$3.36M -$101K -213 -3%
APP
722
Avantax Planning Partners
Iowa
$3.36M -$656K -1,388 -16%
GF
723
Gabelli Funds
New York
$3.35M +$113K +240 +4%
HSA
724
HBK Sorce Advisory
Pennsylvania
$3.32M -$4.24M -8,975 -56%
NIC
725
Northwest Investment Counselors
Oregon
$3.31M -$104K -220 -3%
27 28
29
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