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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 %
WSCM
901
Wellington Shields Capital Management
New York
$2.11M +$24.1K +51 +1%
FCB
902
First Command Bank
Texas
$2.1M -$131K -277 -6%
FCFS
903
First Command Financial Services
Texas
$2.1M -$131K -277 -6%
Verition Fund Management
904
Verition Fund Management
Connecticut
$2.1M -$1.88M -3,981 -47%
PT
905
Plimoth Trust
Massachusetts
$2.09M +$6.62K +14 +0.3%
FB
906
Fulton Bank
Pennsylvania
$2.09M +$2.36K +5 +0.1%
GW
907
GW & Wade
Massachusetts
$2.08M -$100K -212 -5%
IA
908
Icon Advisers
Colorado
$2.08M -$993K -2,100 -32%
FWM
909
Forefront Wealth Management
Pennsylvania
$2.08M +$4.73K +10 +0.2%
LCM
910
Leisure Capital Management
California
$2.07M +$9.93K +21 +0.5%
IA
911
IFP Advisors
Florida
$2.06M -$1.52M -5,910 -42%
SC
912
Savant Capital
Illinois
$2.06M -$141K -298 -6%
SWMG
913
Signature Wealth Management Group
Georgia
$2.05M -$51.1K -108 -2%
CIP
914
Convergence Investment Partners
Florida
$2.05M -$140K -297 -6%
ST
915
Smithfield Trust
Pennsylvania
$2.05M +$510K +1,079 +33%
TMAM
916
Tokio Marine Asset Management
Japan
$2.05M +$200K +423 +11%
EP
917
Edgestream Partners
New Jersey
$2.04M +$1.03M +2,179 +102%
MFG
918
Magnus Financial Group
New York
$2.04M +$70.4K +149 +4%
HT
919
Heritage Trust
Oklahoma
$2.03M +$60K +127 +3%
BL
920
BFSG LLC
California
$2.03M +$53K +112 +3%
EWM
921
Evercore Wealth Management
New York
$2.03M -$98.8K -209 -5%
EWM
922
EPG Wealth Management
Georgia
$2.02M +$397K +840 +24%
MAM
923
Mystic Asset Management
Rhode Island
$2.02M -$16.5K -35 -0.8%
WCBA
924
Weaver C. Barksdale & Associates
Tennessee
$2M -$96.9K -205 -5%
BCA
925
Bay Colony Advisors
Massachusetts
$2M +$161K +341 +9%
35 36
37
38 39