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 %
SWP
826
Strategic Wealth Partners
Ohio
$2.6M -$98.8K -209 -4%
Axa
827
Axa
France
$2.58M -$1.42K -3 -0.1%
SFG
828
SevenBridge Financial Group
Pennsylvania
$2.58M -$2.84K -6 -0.1%
TFS
829
Thoroughbred Financial Services
Tennessee
$2.57M -$96.4K -204 -4%
SSB
830
Sandy Spring Bank
Maryland
$2.57M -$44K -93 -2%
NFG
831
Nations Financial Group
Iowa
$2.56M -$311K -657 -11%
EF
832
Exeter Financial
Arizona
$2.55M – – –
ACL
833
Applied Capital LLC
Florida
$2.54M -$55.3K -117 -2%
HIP
834
HUB Investment Partners
Texas
$2.53M +$2.05M +4,337 +424%
BIA
835
Beacon Investment Advisors
Maryland
$2.53M +$10.4K +22 +0.4%
CG
836
Colony Group
Massachusetts
$2.53M -$400K -847 -14%
XSC
837
X-Square Capital
Puerto Rico
$2.52M -$183K -387 -7%
CB
838
CNB Bank
Pennsylvania
$2.52M +$90.3K +191 +4%
3IP
839
3Chopt Investment Partners
Virginia
$2.51M +$112K +237 +5%
WCM
840
Weik Capital Management
Pennsylvania
$2.5M -$4.73K -10 -0.2%
AWA
841
Arkadios Wealth Advisors
Georgia
$2.5M +$247K +523 +11%
IIA
842
ICW Investment Advisors
Arizona
$2.49M +$39.2K +83 +2%
MWM
843
Meridian Wealth Management
Kentucky
$2.49M +$238K +504 +11%
NWM
844
NEIRG Wealth Management
Massachusetts
$2.48M -$52.5K -111 -2%
First Manhattan
845
First Manhattan
New York
$2.48M -$1.19M -2,507 -32%
CI
846
CX Institutional
Indiana
$2.46M -$313K -646 -11%
CT
847
Colonial Trust
South Carolina
$2.46M +$945 +2 +0%
WA1
848
Wimmer Associates 1
California
$2.46M -$71.4K -158 -3%
GIA
849
Guyasuta Investment Advisors
Pennsylvania
$2.46M -$3.42M -7,238 -58%
BOSSRA
850
B.O.S.S. Retirement Advisors
Utah
$2.45M +$135K +286 +6%
32 33
34
35 36