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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 %
FFM
926
Forum Financial Management
Illinois
$1.99M +$8.51K +18 +0.4%
FSA
927
Fort Sheridan Advisors
Illinois
$1.99M +$330K +699 +20%
SAG
928
SageView Advisory Group
California
$1.99M +$841K +1,778 +73%
GIA
929
Gateway Investment Advisers
Ohio
$1.98M +$522K +1,105 +36%
WA
930
Wealth Alliance
New York
$1.98M +$52K +110 +3%
VAM
931
Verity Asset Management
North Carolina
$1.97M +$985K +2,083 +100%
BP
932
Ballentine Partners
Massachusetts
$1.97M +$1.04M +2,196 +111%
IRC
933
Investors Research Corp
Georgia
$1.96M – – –
RWA
934
River Wealth Advisors
Pennsylvania
$1.96M +$378K +799 +24%
CCA
935
Cobblestone Capital Advisors
New York
$1.96M -$172K -364 -8%
SG
936
StoneX Group
New York
$1.96M +$296K +626 +18%
ST
937
Sabal Trust
Florida
$1.96M +$38.3K +81 +2%
JWM
938
JGP Wealth Management
Oregon
$1.96M +$52K +110 +3%
BST
939
Bath Savings Trust
Maine
$1.96M +$341K +721 +21%
PA
940
Paralel Advisors
Colorado
$1.94M +$51.1K +108 +3%
EWA
941
Exencial Wealth Advisors
Oklahoma
$1.93M -$740K -1,565 -28%
FFA
942
First Foundation Advisors
California
$1.92M +$152K +321 +9%
IAMOG
943
Investors Asset Management of Georgia
Georgia
$1.92M -$59.1K -125 -3%
CCB
944
Country Club Bank
Missouri
$1.92M -$1.89K -4 -0.1%
AIM
945
Acropolis Investment Management
Missouri
$1.91M – – –
PP
946
Pacifica Partners
Canada
$1.91M -$270K -553 -12%
AO
947
Advisor OS
Illinois
$1.91M -$30.3K -64 -2%
DWMS
948
Dominguez Wealth Management Solutions
Virginia
$1.9M +$1.42K +3 +0.1%
CAC
949
Certified Advisory Corp
Florida
$1.9M -$36.4K -77 -2%
ICG
950
InterOcean Capital Group
Tennessee
$1.9M +$24.1K +51 +1%
36 37
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