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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 %
TW
1026
TrinityPoint Wealth
Connecticut
$1.55M +$186K +405 +14%
NHT
1027
New Hampshire Trust
New Hampshire
$1.55M -$58.5K -127 -4%
GDP
1028
Great Diamond Partners
Maine
$1.54M -$25.8K -56 -2%
PK
1029
Pflug Koory
Nebraska
$1.54M – – –
WWM
1030
Wolff Wiese Magana
California
$1.54M -$2.76K -6 -0.2%
CLOS
1031
Compagnie Lombard Odier SCmA
Switzerland
$1.54M – – –
MHC
1032
Meyer Handelman Company
New York
$1.54M – – –
WAC
1033
William Allan Corp
Colorado
$1.53M +$55.3K +120 +4%
RIA
1034
Realta Investment Advisors
Delaware
$1.53M +$85.2K +185 +6%
GPA
1035
Guerra Pan Advisors
New Jersey
$1.53M +$5.53K +12 +0.4%
RCIM
1036
Red Cedar Investment Management
Michigan
$1.53M – – –
PJSIMP
1037
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.53M -$84.9K -187 -5%
VWM
1038
Venturi Wealth Management
Texas
$1.52M -$119K -259 -7%
RIA
1039
Richwood Investment Advisors
Ohio
$1.52M +$10.1K +22 +0.7%
CHJWM
1040
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.52M -$13.4K -30 -0.9%
CS
1041
Comerica Securities
Michigan
$1.52M +$1.04M +2,251 +215%
RP
1042
Rice Partnership
Hawaii
$1.51M – – –
CWM
1043
Curi Wealth Management
North Carolina
$1.51M -$40.1K -87 -3%
JWM
1044
Janiczek Wealth Management
Colorado
$1.5M +$10.1K +22 +0.7%
DBRC
1045
D.B. Root & Company
Pennsylvania
$1.5M +$10.6K +23 +0.7%
FFA
1046
Fortune Financial Advisors
Kansas
$1.5M +$1.5M +3,254 New
GKWIM
1047
Gerber Kawasaki Wealth & Investment Management
California
$1.5M +$123K +267 +9%
CBT
1048
Central Bank & Trust
Kentucky
$1.5M +$110K +240 +8%
BMC
1049
Beaton Management Company
Massachusetts
$1.49M -$1.84K -4 -0.1%
RCG
1050
Resource Consulting Group
Florida
$1.49M +$1.49M +3,231 New
40 41
42
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