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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 %
FFBTD
976
First Financial Bank - Trust Division
Ohio
$1.81M -$56.3K -119 -3%
MSFS
977
Main Street Financial Solutions
Pennsylvania
$1.8M -$37.4K -79 -2%
LAI
978
Legal Advantage Investments
California
$1.8M – – –
GWM
979
Gray Wealth Management
Maine
$1.79M +$52K +110 +3%
GAG
980
Goodman Advisory Group
Massachusetts
$1.78M -$2.05M -4,327 -53%
GWM
981
Guardian Wealth Management
Illinois
$1.78M +$2.36K +5 +0.1%
RCM
982
RB Capital Management
Nevada
$1.77M +$35K +74 +2%
CFG
983
Cooper Financial Group
California
$1.77M +$193K +409 +12%
ACM
984
Alta Capital Management
Utah
$1.76M +$30.7K +65 +2%
CCMG
985
Clark Capital Management Group
Pennsylvania
$1.74M -$54.8K -116 -3%
RC
986
Roundview Capital
New Jersey
$1.73M +$121K +256 +8%
SSI
987
Scott & Selber Inc
Texas
$1.72M +$4.73K +10 +0.3%
MWA
988
MFA Wealth Advisors
Pennsylvania
$1.72M +$21.7K +46 +1%
TWM
989
Thrive Wealth Management
Pennsylvania
$1.72M +$67.6K +143 +4%
MWA
990
Meridian Wealth Advisors
Texas
$1.72M -$8.98K -19 -0.5%
AWA
991
Arete Wealth Advisors
Illinois
$1.72M +$946 +2 +0.1%
BWA
992
BDO Wealth Advisors
Florida
$1.72M -$1.89K -4 -0.1%
DWP
993
Daymark Wealth Partners
Ohio
$1.72M +$780K +1,649 +83%
PWM
994
PBMares Wealth Management
Virginia
$1.71M – – –
BOPW
995
Brandywine Oak Private Wealth
Pennsylvania
$1.7M -$165K -350 -9%
CIA
996
Choate Investment Advisors
Massachusetts
$1.7M -$5.67K -12 -0.3%
ETH
997
Exos TFP Holdings
New York
$1.69M +$884K +1,871 +109%
VWM
998
Venturi Wealth Management
Texas
$1.69M -$91.7K -194 -5%
MNBTD
999
Moody National Bank Trust Division
Texas
$1.68M +$6.15K +13 +0.4%
JFG
1000
Jefferies Financial Group
New York
$1.68M -$5.13M -10,850 -75%
38 39
40
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