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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 %
FCFS
901
First Command Financial Services
Texas
$2.03M -$12.9K -28 -0.6%
WAS
902
WESPAC Advisors SoCal
California
$2.03M -$58.5K -127 -3%
OAJ
903
Ogorek Anthony Joseph
New York
$2.03M -$119K -258 -6%
IA
904
Icon Advisers
Colorado
$2.03M – – –
WIM
905
WealthPlan Investment Management
Nebraska
$2.02M -$2.97M -6,453 -60%
FWM
906
Forefront Wealth Management
Pennsylvania
$2.02M -$4.6K -10 -0.2%
HH
907
Hilltop Holdings
Texas
$2.01M -$73.2K -159 -4%
PWA
908
Phoenix Wealth Advisors
North Carolina
$2M -$149K -323 -7%
SWMG
909
Signature Wealth Management Group
Georgia
$2M +$1.38K +3 +0.1%
RWA
910
River Wealth Advisors
Pennsylvania
$2M +$89.8K +195 +5%
MFG
911
Magnus Financial Group
New York
$1.99M +$11K +24 +0.6%
TMAM
912
Tokio Marine Asset Management
Japan
$1.99M -$1.84K -4 -0.1%
SG
913
StoneX Group
New York
$1.98M +$73.7K +160 +4%
PI
914
Pachira Investments
California
$1.97M +$152K +331 +8%
GSEP
915
Golden State Equity Partners
California
$1.97M +$830K +1,802 +73%
JWM
916
JGP Wealth Management
Oregon
$1.96M +$56.6K +123 +3%
ST
917
Smithfield Trust
Pennsylvania
$1.96M -$41.5K -90 -2%
ST
918
Sabal Trust
Florida
$1.95M +$43.7K +95 +2%
CANY
919
Caxton Associates (New York)
New York
$1.95M +$135K +294 +7%
MCIA
920
Mountain Capital Investment Advisors
Colorado
$1.94M -$37K -81 -2%
BCA
921
Bay Colony Advisors
Massachusetts
$1.94M -$460 -1 -0%
SF
922
Slagle Financial
Illinois
$1.94M +$1.94M +4,215 New
MAM
923
Mystic Asset Management
Rhode Island
$1.93M -$34.5K -75 -2%
MAM
924
Morse Asset Management
Connecticut
$1.92M -$205K -446 -10%
FC
925
FORA Capital
Florida
$1.92M -$7.79M -16,930 -80%
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37
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