LMT icon

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 %
VA
1001
Valmark Advisers
Ohio
$1.67M -$41.1K -87 -2%
CWM
1002
C2C Wealth Management
Arizona
$1.67M -$23.9K -49 -1%
LCM
1003
LCM Capital Management
Illinois
$1.67M +$63.8K +135 +4%
HAS
1004
HBW Advisory Services
California
$1.67M +$70.4K +149 +4%
TC
1005
Telemus Capital
Michigan
$1.67M +$43.5K +92 +3%
PFA
1006
Pure Financial Advisors
California
$1.66M -$26K -55 -2%
IBOK
1007
Independence Bank of Kentucky
Kentucky
$1.66M -$52.9K -112 -3%
SPWM
1008
Schrum Private Wealth Management
Florida
$1.66M -$119K -252 -7%
FC
1009
Financial Consulate
Maryland
$1.66M -$136K -287 -8%
AMIM
1010
Aull & Monroe Investment Management
Alabama
$1.66M – – –
OIM
1011
Opus Investment Management
Massachusetts
$1.65M – – –
WAL
1012
W Advisors LLC
Tennessee
$1.65M -$6.62K -14 -0.4%
LJAC
1013
L.J. Altfest & Co
New York
$1.65M +$558K +1,181 +51%
NHT
1014
New Hampshire Trust
New Hampshire
$1.65M -$68.5K -145 -4%
PJSIMP
1015
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.65M -$67K -144 -4%
FWM
1016
Forza Wealth Management
Florida
$1.64M +$1.22M +2,587 +294%
MFA
1017
Mayflower Financial Advisors
Massachusetts
$1.64M +$158K +335 +11%
CFA
1018
Cahill Financial Advisors
Minnesota
$1.64M +$140K +296 +9%
CWA
1019
Clarus Wealth Advisors
Arizona
$1.63M +$18.6K +38 +1%
IA
1020
IAM Advisory
Pennsylvania
$1.62M +$91.7K +194 +6%
GDP
1021
Great Diamond Partners
Maine
$1.61M -$201K -426 -11%
BSB
1022
Bangor Savings Bank
Maine
$1.61M -$35.5K -75 -2%
CA
1023
Continuum Advisory
Idaho
$1.61M -$651K -1,378 -29%
RIM
1024
Redwood Investment Management
Arizona
$1.61M +$69K +146 +4%
OIA
1025
Optimum Investment Advisors
Illinois
$1.61M -$37.8K -80 -2%
39 40
41
42 43