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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 %
CIA
1001
Choate Investment Advisors
Massachusetts
$1.66M +$1.84K +4 +0.1%
LCM
1002
LCM Capital Management
Illinois
$1.65M +$29K +63 +2%
IA
1003
IAM Advisory
Pennsylvania
$1.65M +$76.9K +167 +5%
NFC
1004
Northeast Financial Consultants
Connecticut
$1.63M +$207K +450 +15%
FWM
1005
Forza Wealth Management
Florida
$1.63M +$32.2K +70 +2%
CWM
1006
C2C Wealth Management
Arizona
$1.62M +$473 +1 +0%
SPWM
1007
Schrum Private Wealth Management
Florida
$1.61M – – –
AMIM
1008
Aull & Monroe Investment Management
Alabama
$1.61M – – –
OIM
1009
Opus Investment Management
Massachusetts
$1.61M – – –
TC
1010
Telemus Capital
Michigan
$1.61M -$11.5K -25 -0.7%
PFA
1011
Pure Financial Advisors
California
$1.61M -$5.53K -12 -0.3%
LWM
1012
Laidlaw Wealth Management
New York
$1.61M +$58K +126 +4%
CA
1013
Claro Advisors
Massachusetts
$1.6M +$78.7K +171 +5%
BOPW
1014
Brandywine Oak Private Wealth
Pennsylvania
$1.59M -$61.7K -134 -4%
GQG Partners
1015
GQG Partners
Florida
$1.59M -$9.47M -20,578 -86%
WAL
1016
W Advisors LLC
Tennessee
$1.59M -$23.9K -52 -1%
VA
1017
Valmark Advisers
Ohio
$1.59M -$45.6K -99 -3%
BJL
1018
Brighton Jones LLC
Washington
$1.58M +$123K +267 +8%
MFA
1019
Mayflower Financial Advisors
Massachusetts
$1.58M -$12K -26 -0.8%
FHB
1020
First Hawaiian Bank
Hawaii
$1.57M -$259K -563 -14%
OIA
1021
Optimum Investment Advisors
Illinois
$1.57M – – –
SS
1022
Sunbelt Securities
Texas
$1.56M -$285K -619 -15%
CCMG
1023
Clark Capital Management Group
Pennsylvania
$1.56M -$136K -295 -8%
BSB
1024
Bangor Savings Bank
Maine
$1.56M -$6.91K -15 -0.4%
CWAG
1025
Compton Wealth Advisory Group
Virginia
$1.56M -$4.14K -9 -0.3%
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