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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 %
VFM
726
Viking Fund Management
North Dakota
$3.31M +$615K +1,300 +23%
CCM
727
Cinctive Capital Management
New York
$3.27M +$3.27M +6,925 New
PVI
728
Pine Valley Investments
New Jersey
$3.27M +$3.27M +7,299 New
BMA
729
Brooks Moore & Associates
Tennessee
$3.27M -$52K -110 -2%
FIA
730
Foundations Investment Advisors
Arizona
$3.27M +$128K +271 +4%
TSS
731
Two Sigma Securities
New York
$3.27M +$2.58M +5,453 +375%
WPP
732
Whalerock Point Partners
Rhode Island
$3.26M – – –
MCM
733
Monument Capital Management
Virginia
$3.26M +$2.11M +4,460 +184%
BFC
734
Blue Fin Capital
Rhode Island
$3.25M +$4.97K +11 +0.2%
CAM
735
Cresset Asset Management
Illinois
$3.25M +$277K +586 +9%
RDWM
736
Red Door Wealth Management
Tennessee
$3.24M +$81.3K +172 +3%
MIG
737
McGuire Investment Group
Rhode Island
$3.24M -$144K -304 -4%
WSTAM
738
Wilbanks Smith & Thomas Asset Management
Virginia
$3.23M +$159K +336 +5%
JIR
739
James Investment Research
Ohio
$3.22M +$1.56M +3,304 +95%
TFA
740
Transamerica Financial Advisors
Florida
$3.2M -$460K -973 -13%
HCM
741
Hall Capital Management
Rhode Island
$3.19M -$21.7K -46 -0.7%
HCMT
742
Highland Capital Management (Tennessee)
Tennessee
$3.18M -$259K -548 -8%
BFG
743
Bleakley Financial Group
New Jersey
$3.18M -$2.84K -6 -0.1%
WIS
744
Wright Investors Service
Connecticut
$3.16M -$164K -346 -5%
EF
745
Empirical Finance
Pennsylvania
$3.16M +$143K +302 +5%
SA
746
Scarborough Advisors
Maryland
$3.15M +$30.3K +64 +1%
ACM
747
Aljian Capital Management
Nevada
$3.15M +$431K +911 +16%
PWP
748
Principle Wealth Partners
Connecticut
$3.14M +$5.67K +12 +0.2%
XT
749
XTX Topco
Cayman Islands
$3.11M +$1.49M +3,142 +92%
AWM
750
Apollon Wealth Management
South Carolina
$3.1M -$24.6K -52 -0.8%
28 29
30
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