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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 %
GIA
876
Gladstone Institutional Advisory
Florida
$2.27M -$319K -674 -12%
HI
877
Horizon Investments
North Carolina
$2.26M -$1.99M -4,220 -47%
CW
878
CreativeOne Wealth
Kansas
$2.25M +$194K +410 +9%
FPCG
879
Fort Pitt Capital Group
Pennsylvania
$2.21M -$54.8K -116 -2%
PWA
880
Phoenix Wealth Advisors
North Carolina
$2.21M -$59.1K -125 -3%
FC
881
FCA Corp
Texas
$2.21M +$98.3K +208 +5%
OAJ
882
Ogorek Anthony Joseph
New York
$2.2M -$191K -403 -8%
PAG
883
Powers Advisory Group
Illinois
$2.2M +$18K +38 +0.8%
BTI
884
Blue Trust Inc
Georgia
$2.2M -$129K -266 -6%
MIFH
885
Migdal Insurance & Financial Holdings
Israel
$2.19M +$292K +616 +15%
WWM
886
Western Wealth Management
Colorado
$2.19M +$72.8K +154 +3%
MAM
887
Morse Asset Management
Connecticut
$2.19M +$70.9K +150 +3%
ECP
888
Epacria Capital Partners
Colorado
$2.17M – – –
LF
889
Lantz Financial
Illinois
$2.17M -$35K -74 -2%
DWM
890
Dakota Wealth Management
Florida
$2.16M +$87.9K +186 +4%
WOC
891
West Oak Capital
California
$2.16M -$225K -475 -9%
DA
892
Duality Advisers
Florida
$2.14M +$1.34M +2,840 +168%
AFA
893
Abacus FCF Advisors
Florida
$2.14M +$274K +580 +15%
WAS
894
WESPAC Advisors SoCal
California
$2.14M +$70.9K +150 +3%
SAM
895
Secure Asset Management
Michigan
$2.14M +$181K +382 +9%
HH
896
Hilltop Holdings
Texas
$2.14M -$208K -441 -9%
KC
897
Kenfarb & Co
Kentucky
$2.13M -$75.6K -160 -3%
MCIA
898
Mountain Capital Investment Advisors
Colorado
$2.13M +$80.2K +163 +4%
Federated Hermes
899
Federated Hermes
Pennsylvania
$2.12M +$98.8K +209 +5%
LPIC
900
LeJeune Puetz Investment Counsel
Michigan
$2.11M – – –
34 35
36
37 38