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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 %
MWP
851
MYCIO Wealth Partners
Pennsylvania
$2.45M – – –
CA
852
Clearstead Advisors
Ohio
$2.44M +$25.1K +53 +1%
TPA
853
Trivium Point Advisory
Connecticut
$2.44M +$33.1K +70 +1%
GSB
854
Greenfield Savings Bank
Massachusetts
$2.43M -$103K -217 -4%
SWM
855
SeaCrest Wealth Management
New York
$2.43M +$23.2K +49 +1%
EWM
856
Evergreen Wealth Management
Michigan
$2.42M +$35K +74 +1%
CIAS
857
Capital Investment Advisory Services
North Carolina
$2.41M -$158K -335 -6%
MWM
858
MinichMacGregor Wealth Management
New York
$2.4M -$11.3K -24 -0.5%
MIM
859
Moseley Investment Management
Florida
$2.38M -$63.3K -134 -3%
CAG
860
Csenge Advisory Group
Florida
$2.38M +$2.36K +5 +0.1%
LD
861
Lipe & Dalton
New York
$2.37M -$14.2K -30 -0.6%
CI Investments Inc
862
CI Investments Inc
Ontario, Canada
$2.37M +$147K +312 +7%
MCAI
863
Members Capital Advisors Inc
Wisconsin
$2.36M – – –
KF
864
Krilogy Financial
Missouri
$2.31M +$15.1K +32 +0.7%
QT
865
Quantbot Technologies
New York
$2.31M +$2.18M +4,604 +1,615%
GEA
866
Glen Eagle Advisors
New Jersey
$2.31M +$202K +428 +10%
PTC
867
Private Trust Company
Ohio
$2.31M -$208K -439 -8%
CCMW
868
Cypress Capital Management (Wyoming)
Wyoming
$2.29M +$776K +1,641 +51%
PA
869
Parallel Advisors
California
$2.29M +$77.5K +164 +4%
RF
870
Robbins Farley
New Hampshire
$2.29M +$36.4K +77 +2%
WP
871
WealthSource Partners
California
$2.29M -$33.6K -71 -1%
ATPW
872
Ashton Thomas Private Wealth
Arizona
$2.29M -$46.8K -99 -2%
CCA
873
Checchi Capital Advisers
California
$2.29M +$55.3K +117 +2%
CG
874
Castellan Group
Kentucky
$2.28M +$169K +358 +8%
EF
875
Empowered Funds
Pennsylvania
$2.27M +$2.27M +4,802 New
33 34
35
36 37