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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 %
AIP
1076
Ameritas Investment Partners
Nebraska
$1.45M -$37.8K -80 -3%
AAM
1077
Augustine Asset Management
Florida
$1.44M – – –
TCM
1078
Tandem Capital Management
New Jersey
$1.43M +$101K +214 +8%
AW
1079
Alaethes Wealth
Nevada
$1.43M +$65.7K +139 +5%
CBT
1080
Central Bank & Trust
Kentucky
$1.42M +$107K +227 +8%
FHA
1081
Flagship Harbor Advisors
Massachusetts
$1.42M +$147K +311 +12%
WAM
1082
Wolverine Asset Management
Illinois
$1.42M +$1.42M +3,000 New
QCM
1083
Qsemble Capital Management
New York
$1.42M +$1.42M +3,000 New
D
1084
Diversified
Delaware
$1.42M -$227K -480 -14%
DOA
1085
D'Orazio & Associates
Virginia
$1.42M -$337K -713 -19%
CAG
1086
Crestwood Advisors Group
Massachusetts
$1.41M -$321K -679 -19%
GKWIM
1087
Gerber Kawasaki Wealth & Investment Management
California
$1.41M -$39.7K -84 -3%
CNFG
1088
Creegan & Nassoura Financial Group
New Hampshire
$1.41M -$4.73K -10 -0.3%
GA
1089
GoalVest Advisory
New York
$1.41M +$22.2K +47 +2%
TW
1090
TrinityPoint Wealth
Connecticut
$1.4M +$92.7K +196 +7%
P
1091
Pitcairn
Pennsylvania
$1.4M +$234K +494 +20%
VLC
1092
Van Leeuwen & Company
New Jersey
$1.4M +$714K +1,511 +104%
LAIC
1093
Lederer & Associates Investment Counsel
California
$1.39M – – –
SFS
1094
Sowell Financial Services
Arkansas
$1.39M +$1.39M +2,940 New
CPIA
1095
Cornell Pochily Investment Advisors
New York
$1.38M -$39.2K -83 -3%
IFWM
1096
Institute for Wealth Management
Colorado
$1.38M -$7.09K -15 -0.5%
SFO
1097
Stokes Family Office
Louisiana
$1.37M +$257K +543 +23%
Fisher Asset Management
1098
Fisher Asset Management
Washington
$1.37M -$218K -461 -14%
SB
1099
Strategic Blueprint
Georgia
$1.36M -$72.3K -153 -5%
GWSG
1100
GPS Wealth Strategies Group
Colorado
$1.36M +$1.36M +2,872 New
42 43
44
45 46