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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 %
CWAG
1026
Compton Wealth Advisory Group
Virginia
$1.61M -$27.4K -58 -2%
HGERS
1027
Householder Group Estate & Retirement Specialist
Arizona
$1.6M +$1.6M +3,384 New
CA
1028
Callahan Advisors
Texas
$1.6M +$226K +479 +17%
LWM
1029
Laidlaw Wealth Management
New York
$1.59M +$76.6K +162 +5%
WWM
1030
Wolff Wiese Magana
California
$1.59M +$5.2K +11 +0.3%
CWM
1031
Curi Wealth Management
North Carolina
$1.59M -$15.1K -32 -0.9%
PK
1032
Pflug Koory
Nebraska
$1.59M – – –
CLOS
1033
Compagnie Lombard Odier SCmA
Switzerland
$1.58M – – –
GAMC
1034
Garner Asset Management Corp
Texas
$1.58M -$23.6K -50 -1%
JWM
1035
Janiczek Wealth Management
Colorado
$1.58M -$20.5K -42 -1%
MHC
1036
Meyer Handelman Company
New York
$1.58M – – –
FPAS
1037
Focus Partners Advisor Solutions
Missouri
$1.57M -$93.1K -197 -6%
SIM
1038
Stratos Investment Management
Ohio
$1.57M -$11.8K -25 -0.7%
LCM
1039
LRT Capital Management
Texas
$1.57M +$1.57M +3,315 New
RCIM
1040
Red Cedar Investment Management
Michigan
$1.57M +$452K +957 +41%
GPA
1041
Guerra Pan Advisors
New Jersey
$1.56M – – –
CHJWM
1042
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.56M -$31.7K -70 -2%
CA
1043
Claro Advisors
Massachusetts
$1.56M +$47.3K +100 +3%
GCA
1044
Greenwood Capital Associates
South Carolina
$1.55M +$604K +1,277 +64%
RP
1045
Rice Partnership
Hawaii
$1.55M +$4.73K +10 +0.3%
RIA
1046
Richwood Investment Advisors
Ohio
$1.55M +$486K +1,029 +46%
DT
1047
Diversified Trust
Tennessee
$1.55M +$232K +491 +18%
SG
1048
Stonnington Group
California
$1.54M -$555K -1,127 -26%
BW
1049
Bison Wealth
Georgia
$1.54M -$39.7K -88 -3%
QPWM
1050
Quadrant Private Wealth Management
Pennsylvania
$1.54M -$28.8K -61 -2%
40 41
42
43 44