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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 %
IGWM
1126
ICA Group Wealth Management
Colorado
$1.3M +$44.4K +94 +4%
FFC
1127
First Financial Corp
Indiana
$1.3M -$191K -404 -13%
S
1128
SimplyRich
California
$1.29M -$13.2K -28 -1%
MSFP
1129
Mark Sheptoff Financial Planning
Connecticut
$1.29M +$473 +1 +0%
PFSC
1130
Peoples Financial Services Corp
Pennsylvania
$1.28M -$185K -391 -13%
BC
1131
Brookfield Corp
Ontario, Canada
$1.28M -$9.05M -19,151 -88%
EM
1132
Excalibur Management
Massachusetts
$1.28M -$1.42K -3 -0.1%
HNW
1133
High Note Wealth
Minnesota
$1.27M +$79.4K +168 +7%
PF
1134
Phoenix Financial
Israel
$1.26M +$1.26M +2,667 New
NP
1135
Nilsine Partners
Colorado
$1.26M +$1.26M +2,659 New
SC
1136
SouthState Corp
Florida
$1.25M -$12.8K -27 -1%
SWIG
1137
Strategic Wealth Investment Group
Kentucky
$1.25M +$976K +2,064 +359%
NHC
1138
Nicholas Hoffman & Company
Georgia
$1.25M +$81.8K +173 +7%
SW
1139
SteelPeak Wealth
California
$1.24M +$215K +455 +21%
WSFS
1140
Wilmington Savings Fund Society
Delaware
$1.24M +$275K +582 +29%
AA
1141
Argent Advisors
Louisiana
$1.24M +$43.5K +92 +4%
PWM
1142
Purus Wealth Management
California
$1.23M +$18.9K +40 +2%
VAG
1143
VisionPoint Advisory Group
Texas
$1.23M -$512K -1,133 -29%
MWM
1144
Mission Wealth Management
California
$1.23M +$69.5K +147 +6%
CGL
1145
Clarius Group LLC
Washington
$1.23M -$15.6K -33 -1%
BAM
1146
Beaumont Asset Management
Texas
$1.23M -$77.1K -163 -6%
TF
1147
Trek Financial
Arizona
$1.23M +$132K +280 +12%
AG
1148
Algert Global
California
$1.23M +$248K +524 +25%
EI
1149
Ethic Inc
New York
$1.22M +$175K +371 +17%
DPIM
1150
Duff & Phelps Investment Management
Illinois
$1.22M – – –
44 45
46
47 48