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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 %
CTA
1201
Chesley Taft & Associates
Illinois
$1.02M – – –
FFS
1202
Founders Financial Securities
Maryland
$1.02M +$8.75K +19 +0.9%
BCM
1203
Barometer Capital Management
Ontario, Canada
$1.02M +$457K +993 +81%
VC
1204
Vicus Capital
Pennsylvania
$1.02M -$119K -259 -10%
GWAG
1205
Garrett Wealth Advisory Group
Texas
$1.02M +$1.84K +4 +0.2%
IP
1206
Investment Partners
Ohio
$1.01M +$303K +659 +43%
PWC
1207
PYA Waltman Capital
Tennessee
$1M +$267K +593 +36%
CIC
1208
Crawford Investment Counsel
Georgia
$1M +$449K +976 +81%
BTWM
1209
Baker Tilly Wealth Management
Wisconsin
$1M -$189K -410 -16%
E
1210
Ergoteles
New York
$1M -$21.8M -47,312 -96%
LFA
1211
LGT Financial Advisors
Texas
$999K +$658K +1,430 +193%
SXL
1212
Summit X LLC
Missouri
$998K -$45.6K -99 -4%
GIBU
1213
Gulf International Bank (UK)
United Kingdom
$992K -$29.9K -65 -3%
ADL
1214
Asset Dedication LLC
California
$991K +$13.8K +30 +1%
CCT
1215
Chemung Canal Trust
New York
$986K -$3.68M -7,988 -79%
ICM
1216
IMS Capital Management
Oregon
$985K +$92.5K +201 +10%
USB
1217
Union Savings Bank
Connecticut
$982K +$982K +2,201 New
WFAG
1218
Wescott Financial Advisory Group
Pennsylvania
$978K -$64K -139 -6%
SFA
1219
Souders Financial Advisors
Ohio
$976K -$8.29K -18 -0.8%
NF
1220
Nikulski Financial
Iowa
$974K +$6.91K +15 +0.7%
MIM
1221
Morningstar Investment Management
Illinois
$972K +$972K +2,112 New
PL
1222
Perpetual Ltd
Australia
$971K – – –
CCC
1223
Chelsea Counsel Company
California
$970K – – –
JF
1224
Jump Financial
Illinois
$970K -$22.6K -49 -2%
ESB
1225
Essex Savings Bank
Connecticut
$970K -$21.6K -47 -2%
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