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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 %
ECM
751
Exchange Capital Management
Michigan
$3.05M +$64K +139 +2%
NC
752
Nicholas Company
Wisconsin
$3.01M – – –
FPAS
753
Focus Partners Advisor Solutions
Missouri
$3M +$1.47M +3,193 +96%
CBB
754
Citizens Business Bank
California
$2.99M +$26.2K +57 +0.9%
ECG
755
Edge Capital Group
Georgia
$2.98M +$68.1K +148 +2%
TCA
756
Trifecta Capital Advisors
Illinois
$2.97M +$223K +485 +8%
DWP
757
Daymark Wealth Partners
Ohio
$2.97M +$1.3M +2,815 +78%
MSA
758
Marino Stram & Associates
Massachusetts
$2.96M -$27.2K -59 -0.9%
MCM
759
Monument Capital Management
Virginia
$2.96M -$209K -454 -7%
MPPLM
760
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.96M +$418K +908 +16%
FWP
761
FAS Wealth Partners
Kansas
$2.95M +$273K +594 +10%
MSAM
762
Moloney Securities Asset Management
Missouri
$2.95M -$8.29K -18 -0.3%
EFS
763
Essex Financial Services
Connecticut
$2.94M -$1.05M -2,287 -26%
KIA
764
KCM Investment Advisors
California
$2.93M +$98.5K +214 +3%
JWCA
765
J.W. Cole Advisors
Florida
$2.93M -$423K -919 -13%
CCS
766
Concentric Capital Strategies
Connecticut
$2.92M +$2.92M +6,344 New
MCM
767
McDonough Capital Management
Florida
$2.91M +$170K +369 +6%
KIC
768
Kensington Investment Counsel
California
$2.91M +$333K +724 +13%
GCM
769
Greenland Capital Management
New York
$2.9M -$4.12M -8,950 -59%
IWP
770
Icon Wealth Partners
Texas
$2.9M -$673K -1,461 -19%
PC
771
Permanens Capital
New York
$2.89M +$2.89M +6,270 New
AFM
772
Abbot Financial Management
Massachusetts
$2.89M -$81K -176 -3%
MCWS
773
McKinley Carter Wealth Services
West Virginia
$2.88M -$20.7K -45 -0.7%
WT
774
Whittier Trust
California
$2.87M -$1.38K -3 -0%
BCM
775
Bancreek Capital Management
California
$2.86M +$21.2K +46 +0.7%
29 30
31
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