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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 %
GF
726
Gabelli Funds
New York
$3.26M – – –
WPP
727
Whalerock Point Partners
Rhode Island
$3.26M +$85.6K +186 +3%
PWMAG
728
Pinnacle Wealth Management Advisory Group
New Jersey
$3.26M -$28.1K -61 -0.9%
KJHP
729
K.J. Harrison & Partners
Ontario, Canada
$3.24M +$2.29M +5,000 +241%
WSTAM
730
Wilbanks Smith & Thomas Asset Management
Virginia
$3.24M +$95.8K +208 +3%
VFM
731
Viking Fund Management
North Dakota
$3.22M – – –
BFG
732
Bleakley Financial Group
New Jersey
$3.21M +$112K +244 +4%
JFGIW
733
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.21M +$211K +458 +7%
KTC
734
Kistler-Tiffany Companies
Pennsylvania
$3.2M +$2.29M +4,974 +250%
SS
735
Simplicity Solutions
Minnesota
$3.18M -$1.17M -2,532 -27%
HCM
736
Hall Capital Management
Rhode Island
$3.18M +$72.3K +157 +2%
PFO
737
Pathstone Family Office
New Jersey
$3.18M +$149K +319 +5%
WPW
738
Warther Private Wealth
Ohio
$3.16M -$180K -392 -5%
LS
739
Leelyn Smith
Illinois
$3.16M -$162K -351 -5%
BMA
740
Brooks Moore & Associates
Tennessee
$3.13M -$57.6K -125 -2%
VF
741
Virtu Financial
New York
$3.13M -$1.8M -3,910 -37%
MGP
742
Metis Global Partners
California
$3.12M -$178K -387 -5%
AR
743
Advisory Research
Illinois
$3.11M +$97.6K +212 +3%
TFA
744
Transamerica Financial Advisors
Florida
$3.1M -$21.6K -47 -0.7%
CW
745
CreativeOne Wealth
Kansas
$3.1M +$907K +1,970 +41%
RMC
746
Resources Management Corp
Connecticut
$3.09M +$2.68M +5,818 +646%
FNBOMD
747
First National Bank of Mount Dora
Florida
$3.09M -$536K -1,165 -15%
SA
748
Scarborough Advisors
Maryland
$3.08M +$10.1K +22 +0.3%
HCMT
749
Highland Capital Management (Tennessee)
Tennessee
$3.07M -$21.6K -47 -0.7%
PWP
750
Principle Wealth Partners
Connecticut
$3.05M +$460 +1 +0%
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