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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 %
NC
751
Nicholas Company
Wisconsin
$3.09M -$714K -1,510 -19%
AR
752
Advisory Research
Illinois
$3.09M -$6.15K -13 -0.2%
OTPPB
753
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.08M -$2.21M -4,678 -42%
JFGIW
754
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.08M +$686K +1,452 +29%
MSA
755
Marino Stram & Associates
Massachusetts
$3.07M +$44.4K +94 +1%
AAS
756
Ameritas Advisory Services
Nebraska
$3.07M +$639K +1,340 +26%
ECM
757
Exchange Capital Management
Michigan
$3.06M +$86.5K +183 +3%
PFO
758
Pathstone Family Office
New Jersey
$3.05M -$6.13M -13,003 -67%
AFM
759
Abbot Financial Management
Massachusetts
$3.05M -$130K -275 -4%
CBB
760
Citizens Business Bank
California
$3.04M +$3.78K +8 +0.1%
AIC
761
Archer Investment Corporation
Indiana
$3.04M +$81.6K +172 +3%
MSAM
762
Moloney Securities Asset Management
Missouri
$3.03M -$1.25M -2,644 -29%
ECG
763
Edge Capital Group
Georgia
$2.99M -$838K -1,772 -22%
CCP
764
Cunning Capital Partners
North Carolina
$2.98M – – –
AWE
765
Avidian Wealth Enterprises
Texas
$2.97M +$64.3K +136 +2%
MCWS
766
McKinley Carter Wealth Services
West Virginia
$2.97M +$11.3K +24 +0.4%
WT
767
Whittier Trust
California
$2.95M -$151K -319 -5%
AWM
768
Axxcess Wealth Management
California
$2.94M +$232K +491 +9%
SW
769
Solidarity Wealth
Utah
$2.94M +$2.94M +6,225 New
SI
770
Symmetry Investments
Jersey
$2.94M +$1.79M +3,794 +157%
LNWWM
771
Laird Norton Wetherby Wealth Management
California
$2.93M -$78.9K -167 -3%
CK
772
Cohen Klingenstein
New York
$2.93M – – –
AAM
773
Aureus Asset Management
Massachusetts
$2.93M -$25.1K -53 -0.8%
GRP
774
Global Retirement Partners
California
$2.93M +$196K +433 +7%
BCM
775
Bancreek Capital Management
California
$2.92M -$3.28M -6,931 -53%
29 30
31
32 33