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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 %
SCP
1126
Syntal Capital Partners
Texas
$1.25M -$162K -351 -11%
BWM
1127
BigSur Wealth Management
Florida
$1.25M +$55.2K +120 +5%
PFSC
1128
Peoples Financial Services Corp
Pennsylvania
$1.25M -$3.22K -7 -0.3%
PA
1129
Profund Advisors
Maryland
$1.25M +$91.2K +198 +8%
AA
1130
Argent Advisors
Louisiana
$1.24M +$32.7K +71 +3%
NP
1131
Nilsine Partners
Colorado
$1.23M +$9.21K +20 +0.8%
LSPW
1132
Lake Street Private Wealth
Illinois
$1.23M +$526K +1,143 +74%
FWTB
1133
First Western Trust Bank
Colorado
$1.23M -$89.8K -195 -7%
PA
1134
PFG Advisors
Arizona
$1.23M +$44.2K +96 +4%
CRWM
1135
Castle Rock Wealth Management
California
$1.23M +$42.1K +91 +4%
AO
1136
Advisor OS
Illinois
$1.22M -$635K -1,379 -34%
HNW
1137
High Note Wealth
Minnesota
$1.22M -$12.4K -27 -1%
CCA
1138
Catalyst Capital Advisors
New York
$1.22M +$1.22M +2,659 New
EM
1139
Excalibur Management
Massachusetts
$1.21M -$30.4K -66 -2%
VLC
1140
Van Leeuwen & Company
New Jersey
$1.21M -$160K -345 -12%
AWM
1141
Axxcess Wealth Management
California
$1.2M -$1.67M -3,632 -58%
CA
1142
Continuum Advisory
Idaho
$1.19M -$373K -810 -24%
AG
1143
Algert Global
California
$1.19M – – –
BAM
1144
Beaumont Asset Management
Texas
$1.19M -$1.84K -4 -0.2%
DPIM
1145
Duff & Phelps Investment Management
Illinois
$1.19M – – –
WSFS
1146
Wilmington Savings Fund Society
Delaware
$1.19M -$12K -26 -1%
PWM
1147
Purus Wealth Management
California
$1.19M -$13.8K -30 -1%
WPC
1148
Wedmont Private Capital
Pennsylvania
$1.19M +$54.8K +118 +5%
SCA
1149
Sippican Capital Advisors
Massachusetts
$1.18M – – –
DFCM
1150
Dark Forest Capital Management
Puerto Rico
$1.18M +$994K +2,158 +542%
44 45
46
47 48