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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 %
BMC
1051
Beaton Management Company
Massachusetts
$1.54M – – –
DBRC
1052
D.B. Root & Company
Pennsylvania
$1.53M +$62.9K +133 +4%
HIA
1053
Harvest Investment Advisors
Florida
$1.52M -$945 -2 -0.1%
AFS
1054
Access Financial Services
Minnesota
$1.52M +$121K +257 +9%
WAC
1055
William Allan Corp
Colorado
$1.52M -$1.42K -3 -0.1%
IPW
1056
Inlet Private Wealth
Florida
$1.51M – – –
CFA
1057
CWS Financial Advisors
Michigan
$1.51M -$66.7K -141 -4%
IMA
1058
Investment Management Associates
Colorado
$1.5M -$12.8K -27 -0.8%
BJL
1059
Brighton Jones LLC
Washington
$1.5M -$152K -321 -9%
HI
1060
Harbour Investments
Wisconsin
$1.49M +$209K +443 +16%
RIA
1061
Realta Investment Advisors
Delaware
$1.49M +$147K +312 +11%
OC
1062
Oakworth Capital
Alabama
$1.48M – – –
FAIM
1063
Financial Advocates Investment Management
Washington
$1.48M +$52.5K +111 +4%
HA
1064
Herold Advisors
New York
$1.47M -$66.7K -141 -4%
9WM
1065
9258 Wealth Management
Ohio
$1.47M -$24.1K -51 -2%
WC
1066
Westhampton Capital
North Carolina
$1.47M – – –
WTC
1067
WhitTier Trust Company
Nevada
$1.47M -$111K -234 -7%
MJRIC
1068
Mogy Joel R Investment Counsel
California
$1.47M – – –
NFC
1069
Northeast Financial Consultants
Connecticut
$1.46M -$25.1K -53 -2%
AFC
1070
AFT Forsyth & Company
Florida
$1.46M -$4.73K -10 -0.3%
BIAS
1071
Beacon Investment Advisory Services
New Jersey
$1.46M -$2.36K -5 -0.2%
IF
1072
Intrua Financial
Texas
$1.46M -$1.38M -3,057 -49%
SCP
1073
Syntal Capital Partners
Texas
$1.45M +$1.45M +3,070 New
DP
1074
Dearborn Partners
Illinois
$1.45M -$9.93K -21 -0.7%
Allianz Asset Management
1075
Allianz Asset Management
Germany
$1.45M -$1.58M -3,340 -52%
41 42
43
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