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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 %
WOC
851
West Oak Capital
California
$2.34M +$235K +510 +11%
PTC
852
Private Trust Company
Ohio
$2.33M +$83.3K +181 +4%
MWM
853
MinichMacGregor Wealth Management
New York
$2.33M -$10.6K -23 -0.5%
SC
854
Savant Capital
Illinois
$2.32M +$314K +681 +16%
TPA
855
Trivium Point Advisory
Connecticut
$2.31M -$64K -139 -3%
HI
856
Horizon Investments
North Carolina
$2.3M +$100K +218 +5%
MCAI
857
Members Capital Advisors Inc
Wisconsin
$2.3M – – –
GIA
858
Guyasuta Investment Advisors
Pennsylvania
$2.3M -$96.7K -210 -4%
CG
859
Castellan Group
Kentucky
$2.29M +$64.5K +140 +3%
EWA
860
Exencial Wealth Advisors
Oklahoma
$2.28M +$400K +868 +21%
LD
861
Lipe & Dalton
New York
$2.25M -$55.3K -120 -2%
AWA
862
Arkadios Wealth Advisors
Georgia
$2.24M -$186K -405 -8%
CA
863
Clearstead Advisors
Ohio
$2.24M -$135K -293 -6%
PA
864
Parallel Advisors
California
$2.23M +$1.38K +3 +0.1%
DWM
865
Dakota Wealth Management
Florida
$2.23M +$124K +270 +6%
ATPW
866
Ashton Thomas Private Wealth
Arizona
$2.23M -$460 -1 -0%
AFS
867
Access Financial Services
Minnesota
$2.22M +$737K +1,601 +50%
CI
868
CX Institutional
Indiana
$2.22M -$122K -264 -5%
MWM
869
Meridian Wealth Management
Kentucky
$2.21M -$209K -455 -9%
CCA
870
Checchi Capital Advisers
California
$2.21M -$15.2K -33 -0.7%
FSA
871
Fort Sheridan Advisors
Illinois
$2.19M +$250K +544 +13%
3IP
872
3Chopt Investment Partners
Virginia
$2.18M -$260K -565 -11%
DT
873
Diversified Trust
Tennessee
$2.18M +$672K +1,460 +45%
YIH
874
Y-Intercept (HK)
Hong Kong
$2.17M -$409K -889 -16%
VC
875
Veracity Capital
Georgia
$2.17M -$661K -1,435 -23%
33 34
35
36 37