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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 %
VC
776
Veracity Capital
Georgia
$2.91M -$42.1K -89 -1%
HCA
777
Harbor Capital Advisors
Illinois
$2.91M +$2.91M +6,149 New
KIA
778
KCM Investment Advisors
California
$2.9M +$115K +244 +4%
RPWA
779
Regent Peak Wealth Advisors
Georgia
$2.9M +$174K +369 +6%
MAS
780
Meeder Advisory Services
Ohio
$2.9M +$165K +348 +6%
EC
781
EdgeRock Capital
Colorado
$2.89M -$158K -335 -5%
APWM
782
Argonautica Private Wealth Management
Massachusetts
$2.88M -$316K -668 -10%
AWM
783
Avitas Wealth Management
California
$2.87M +$3.78K +8 +0.1%
Koshinski Asset Management
784
Koshinski Asset Management
Illinois
$2.87M +$20.8K +44 +0.7%
ATC
785
Adirondack Trust Company
New York
$2.87M +$13.7K +29 +0.5%
BCP
786
Blue Chip Partners
Michigan
$2.85M +$15.6K +33 +0.6%
GLR
787
Great Lakes Retirement
Ohio
$2.84M +$649K +1,374 +30%
TAM
788
Tealwood Asset Management
Minnesota
$2.84M -$79K -167 -3%
MGWM
789
Marks Group Wealth Management
Minnesota
$2.83M +$179K +378 +7%
TCA
790
Trifecta Capital Advisors
Illinois
$2.82M +$511K +1,080 +22%
MCM
791
McDonough Capital Management
Florida
$2.82M +$69K +146 +3%
DACS
792
Dymon Asia Capital (Singapore)
Singapore
$2.81M +$2.81M +5,945 New
EFMC
793
Empire Financial Management Company
New York
$2.81M +$2.81M +5,943 New
HT
794
HighTower Trust
Texas
$2.8M -$1.9K -4 -0.1%
1SB
795
1ST Source Bank
Indiana
$2.8M -$41.6K -88 -1%
CPA
796
Capital Planning Advisors
California
$2.79M -$53.9K -114 -2%
PCP
797
Proficio Capital Partners
Massachusetts
$2.79M +$2.42M +5,114 +656%
CIS
798
Connors Investor Services
Pennsylvania
$2.78M +$205K +433 +8%
TBA
799
Tower Bridge Advisors
Pennsylvania
$2.76M -$87.9K -186 -3%
GWM
800
GSB Wealth Management
Connecticut
$2.76M -$16.5K -35 -0.6%
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