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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 %
ACM
701
Altrius Capital Management
North Carolina
$3.38M +$39.6K +86 +1%
HP
702
Hikari Power
Japan
$3.38M – – –
WP
703
WealthPLAN Partners
Nebraska
$3.37M -$2.42M -5,257 -42%
PF
704
Phoenix Financial
Israel
$3.37M +$2.14M +4,650 +174%
CWM
705
Cordatus Wealth Management
Pennsylvania
$3.37M +$3.37M +7,317 New
NA
706
Navellier & Associates
Nevada
$3.37M -$37.3K -81 -1%
IA
707
IFP Advisors
Florida
$3.36M -$327K -710 -9%
DIA
708
Dean Investment Associates
Ohio
$3.35M +$35.4K +77 +1%
SSWM
709
Smith Salley Wealth Management
North Carolina
$3.34M +$14.3K +31 +0.4%
ACM
710
AlphaStar Capital Management
North Carolina
$3.34M -$517K -1,123 -13%
MIG
711
McGuire Investment Group
Rhode Island
$3.33M +$180K +391 +6%
BFC
712
Blue Fin Capital
Rhode Island
$3.32M +$4.6K +10 +0.1%
SWA
713
Stratos Wealth Advisors
Ohio
$3.31M -$44.7K -97 -1%
JIR
714
James Investment Research
Ohio
$3.31M +$180K +391 +6%
RDWM
715
Red Door Wealth Management
Tennessee
$3.3M +$142K +308 +4%
OIA
716
OneDigital Investment Advisors
Kansas
$3.3M -$20.7K -45 -0.6%
OQS
717
Occudo Quantitative Strategies
Florida
$3.3M +$3.3M +7,158 New
NIC
718
Northwest Investment Counselors
Oregon
$3.29M +$61.7K +134 +2%
GRP
719
Global Retirement Partners
California
$3.28M +$306K +665 +10%
GCM
720
Genus Capital Management
British Columbia, Canada
$3.28M +$3.28M +7,115 New
EGM
721
Engineers Gate Manager
New York
$3.27M -$84.7K -184 -3%
NMIMC
722
Northwestern Mutual Investment Management Company
Wisconsin
$3.27M -$14.7K -32 -0.4%
MYAM
723
Meiji Yasuda Asset Management
Japan
$3.27M -$6.91K -15 -0.2%
APP
724
Avantax Planning Partners
Iowa
$3.27M +$460 +1 +0%
PGAM
725
Princeton Global Asset Management
New Jersey
$3.27M -$248K -539 -7%
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