LMT icon

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 %
SG Americas Securities
801
SG Americas Securities
New York
$2.76M +$1.22M +2,574 +79%
BO
802
Bank OZK
Arkansas
$2.75M -$52.9K -112 -2%
FWP
803
FAS Wealth Partners
Kansas
$2.75M +$77K +163 +3%
Tudor Investment Corp
804
Tudor Investment Corp
Connecticut
$2.74M +$2.74M +5,804 New
1WA
805
180 Wealth Advisors
Washington
$2.73M -$443K -938 -14%
IWM
806
IHT Wealth Management
Illinois
$2.73M +$48.2K +102 +2%
LL
807
LWMG LLC
Minnesota
$2.7M -$36.4K -77 -1%
ACS
808
Archford Capital Strategies
Illinois
$2.68M +$69.1K +141 +3%
CWP
809
Cyndeo Wealth Partners
Florida
$2.67M -$685K -1,450 -20%
YIH
810
Y-Intercept (HK)
Hong Kong
$2.65M +$1.9M +4,021 +253%
BBHC
811
Brown Brothers Harriman & Co
New York
$2.65M +$63.3K +134 +2%
KIC
812
Kensington Investment Counsel
California
$2.64M -$34.5K -73 -1%
CFGS
813
Concourse Financial Group Securities
Alabama
$2.64M -$78K -165 -3%
CIC
814
Cornercap Investment Counsel
Georgia
$2.64M +$69K +146 +3%
VFA
815
Voya Financial Advisors
Connecticut
$2.64M -$258K -546 -9%
JE
816
JMAC Enterprises
Pennsylvania
$2.64M -$40.2K -85 -2%
S
817
SignatureFD
Georgia
$2.64M +$43K +91 +2%
TIP
818
Torray Investment Partners
Maryland
$2.63M -$94.5K -200 -3%
PIM
819
Penobscot Investment Management
Massachusetts
$2.62M +$362K +765 +16%
CM
820
Churchill Management
California
$2.62M -$606K -1,281 -19%
SVWAG
821
Sound View Wealth Advisors Group
Georgia
$2.61M +$822K +1,738 +46%
MPPLM
822
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.61M +$234K +496 +10%
TWP
823
Tempus Wealth Planning
California
$2.61M -$16.5K -35 -0.6%
FM
824
Family Management
New York
$2.61M +$2.18M +4,612 +510%
KCM
825
Kornitzer Capital Management
Kansas
$2.6M +$4.73K +10 +0.2%
31 32
33
34 35