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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 %
SS
951
Sunbelt Securities
Texas
$1.9M +$995K +2,102 +110%
SWM
952
Segment Wealth Management
Texas
$1.89M – – –
FCCM
953
First City Capital Management
Georgia
$1.89M +$108K +233 +6%
FMTC
954
Farmers & Merchants Trust Company
California
$1.89M +$46.3K +98 +3%
CL
955
Choreo LLC
Illinois
$1.89M +$1.57M +3,312 +483%
OCM
956
One Capital Management
California
$1.88M -$97.9K -207 -5%
DCM
957
Decatur Capital Management
Georgia
$1.88M -$357K -755 -16%
FHB
958
First Hawaiian Bank
Hawaii
$1.88M +$118K +250 +7%
PI
959
Pachira Investments
California
$1.87M +$94.1K +199 +5%
CANY
960
Caxton Associates (New York)
New York
$1.86M +$1.86M +3,935 New
BWM
961
Buckley Wealth Management
Nevada
$1.86M -$23.6K -50 -1%
SGI
962
Summit Global Investments
Utah
$1.86M -$4.12M -8,718 -69%
CIC
963
Chase Investment Counsel
Virginia
$1.86M +$20.8K +44 +1%
BG
964
Bollard Group
Massachusetts
$1.85M – – –
CCP
965
Clough Capital Partners
Massachusetts
$1.84M – – –
FTDI
966
First Trust Direct Indexing
Massachusetts
$1.84M +$65.2K +138 +4%
SC
967
Stolper & Co
Oklahoma
$1.83M +$19.9K +42 +1%
SIA
968
Schechter Investment Advisors
Michigan
$1.83M -$26.5K -56 -1%
PFM
969
Patton Fund Management
Texas
$1.83M -$1.23M -2,610 -40%
NFGCM
970
Norman Fields Gottscho Capital Management
New York
$1.83M +$142K +300 +8%
T
971
TCWP
Ohio
$1.81M +$215K +455 +13%
RCAG
972
Rehmann Capital Advisory Group
Michigan
$1.81M +$13.2K +28 +0.7%
TA
973
TCM Advisors
West Virginia
$1.81M -$1.81M – –
HIA
974
Harbor Investment Advisory
Maryland
$1.81M -$19.4K -41 -1%
AIM
975
Anchor Investment Management
South Carolina
$1.81M – – –
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