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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 %
DJSG
1101
D.J. St. Germain
Massachusetts
$1.31M +$1.31M +2,836 New
MGWM
1102
Marks Group Wealth Management
Minnesota
$1.3M -$1.45M -3,158 -53%
KCG
1103
Kinsale Capital Group
Virginia
$1.3M +$523K +1,137 +67%
DMBA
1104
Deseret Mutual Benefit Administrators
Utah
$1.3M -$13.8K -30 -1%
MWA
1105
Moser Wealth Advisors
Washington
$1.3M +$1.3M +2,826 New
IFWM
1106
Institute for Wealth Management
Colorado
$1.3M -$44.2K -96 -3%
CA
1107
Callahan Advisors
Texas
$1.3M -$260K -564 -17%
AFG
1108
Alterity Financial Group
Maine
$1.3M -$22.6K -49 -2%
SPA
1109
Sherbrooke Park Advisers
New York
$1.29M +$1.29M +2,800 New
MWM
1110
Mission Wealth Management
California
$1.28M +$88.4K +192 +7%
CFG
1111
Cooper Financial Group
California
$1.28M -$440K -956 -26%
BP
1112
Ballentine Partners
Massachusetts
$1.28M -$639K -1,387 -33%
SB
1113
Strategic Blueprint
Georgia
$1.28M -$40.1K -87 -3%
LC
1114
LCNB Corp
Ohio
$1.28M -$9.21K -20 -0.7%
CWAG
1115
Carlsbad Wealth Advisory Group
California
$1.27M +$1.27M +2,754 New
CI
1116
Cigna Investments
Connecticut
$1.27M -$18.4K -40 -1%
EI
1117
Ethic Inc
New York
$1.27M +$72.7K +158 +6%
CCWM
1118
Cassaday & Co Wealth Management
Virginia
$1.26M -$12K -26 -0.9%
PA
1119
Probity Advisors
Texas
$1.26M +$1.26M +2,735 New
RGC
1120
Roberts, Glore & Co
Illinois
$1.26M -$58.9K -128 -4%
S
1121
SimplyRich
California
$1.26M +$460 +1 +0%
VBCG
1122
Valley Brook Capital Group
Pennsylvania
$1.25M -$34.5K -75 -3%
SIAG
1123
Signet Investment Advisory Group
Rhode Island
$1.25M -$47K -102 -4%
BCFD
1124
Boit C.F. David
$1.25M – – –
MSFP
1125
Mark Sheptoff Financial Planning
Connecticut
$1.25M – – –
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45
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