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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 %
LIM
1201
Loudon Investment Management
New Hampshire
$1.07M -$113K -240 -10%
WFAG
1202
Wescott Financial Advisory Group
Pennsylvania
$1.07M +$68.1K +144 +7%
SXL
1203
Summit X LLC
Missouri
$1.07M -$254K -537 -19%
KCM
1204
Kathmere Capital Management
Pennsylvania
$1.07M +$141K +299 +15%
FCBT
1205
First Citizens Bank & Trust
North Carolina
$1.07M -$40.2K -85 -4%
RFN
1206
RDA Financial Network
Iowa
$1.07M +$21.3K +45 +2%
BA
1207
Birinyi Associates
Connecticut
$1.06M – – –
APW
1208
Acima Private Wealth
Virginia
$1.05M – – –
MGIA
1209
Moneta Group Investment Advisors
Missouri
$1.05M +$105K +222 +11%
GIBU
1210
Gulf International Bank (UK)
United Kingdom
$1.05M – – –
CTA
1211
Chesley Taft & Associates
Illinois
$1.05M +$37.8K +80 +4%
GWAG
1212
Garrett Wealth Advisory Group
Texas
$1.04M +$7.56K +16 +0.7%
BCM
1213
Basso Capital Management
Connecticut
$1.04M – – –
RCM
1214
Radnor Capital Management
Pennsylvania
$1.04M -$2.36K -5 -0.2%
FFS
1215
Founders Financial Securities
Maryland
$1.04M +$70.9K +150 +7%
GWP
1216
Gateway Wealth Partners
Wisconsin
$1.03M +$17K +36 +2%
WWM
1217
Wagner Wealth Management
South Carolina
$1.03M +$945 +2 +0.1%
KFP
1218
Keystone Financial Planning
Ohio
$1.03M -$27.9K -59 -3%
VCA
1219
Verdence Capital Advisors
Maryland
$1.02M +$157K +332 +18%
JF
1220
Jump Financial
Illinois
$1.02M +$1.02M +2,155 New
ESB
1221
Essex Savings Bank
Connecticut
$1.02M +$34.5K +73 +4%
DIA
1222
Dana Investment Advisors
Wisconsin
$1.01M -$23.2K -49 -2%
DSC
1223
Duncker Streett & Co
Missouri
$1.01M -$114K -242 -10%
SFA
1224
Souders Financial Advisors
Ohio
$1.01M +$9.93K +21 +1%
LFM
1225
LGT Fund Management
Liechtenstein
$1.01M +$1.01M +2,130 New
47 48
49
50 51