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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 %
BWM
1151
BigSur Wealth Management
Florida
$1.22M +$47.3K +100 +4%
PTP
1152
Platform Technology Partners
New York
$1.22M +$131K +277 +12%
BTWM
1153
Baker Tilly Wealth Management
Wisconsin
$1.22M -$98.3K -208 -7%
SCA
1154
Sippican Capital Advisors
Massachusetts
$1.21M -$1.89K -4 -0.2%
PA
1155
PFG Advisors
Arizona
$1.21M +$176K +373 +17%
WPC
1156
Wedmont Private Capital
Pennsylvania
$1.21M +$93.4K +188 +8%
A
1157
AustralianSuper
Australia
$1.21M +$1.21M +2,552 New
EHWM
1158
Eads & Heald Wealth Management
Georgia
$1.2M +$90.3K +191 +8%
RFM
1159
Royal Fund Management
Florida
$1.2M -$57.7K -122 -5%
CSPIA
1160
Cary Street Partners Investment Advisory
Virginia
$1.19M +$2.36K +5 +0.2%
AA
1161
Ancora Advisors
Ohio
$1.19M +$14.2K +30 +1%
GFPC
1162
Global Financial Private Client
Florida
$1.19M +$419K +861 +55%
HI
1163
Hoey Investments
Pennsylvania
$1.19M +$27.9K +59 +2%
FDCDDQ
1164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.19M +$7.56K +16 +0.6%
PA
1165
Profund Advisors
Maryland
$1.19M +$78K +165 +7%
WCM
1166
Washington Capital Management
Washington
$1.18M – – –
JWM
1167
Jupiter Wealth Management
Colorado
$1.18M – – –
NQWM
1168
Northwest Quadrant Wealth Management
Oregon
$1.18M +$605K +1,280 +106%
MW
1169
Marcum Wealth
Ohio
$1.17M -$113K -239 -9%
LFA
1170
Legacy Financial Advisors
Kentucky
$1.17M +$60K +127 +5%
VC
1171
Vicus Capital
Pennsylvania
$1.17M +$10.9K +23 +0.9%
GSEP
1172
Golden State Equity Partners
California
$1.17M +$1.17M +2,468 New
MLA
1173
My Legacy Advisors
Oregon
$1.17M +$38.3K +77 +3%
CRWM
1174
Castle Rock Wealth Management
California
$1.16M -$30.7K -68 -3%
RWM
1175
RKL Wealth Management
Pennsylvania
$1.15M -$82.3K -174 -7%
45 46
47
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