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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 %
ADL
1226
Asset Dedication LLC
California
$1M -$55.7K -118 -5%
SW
1227
SlateStone Wealth
Florida
$1M +$272K +575 +37%
PTB
1228
Pioneer Trust Bank
Oregon
$1M -$24.6K -52 -2%
LIP
1229
Lighthouse Investment Partners
Florida
$1M +$1M +2,118 New
EP
1230
Eudaimonia Partners
Tennessee
$1M +$659K +1,394 +193%
PL
1231
Perpetual Ltd
Australia
$997K +$997K +2,109 New
WA
1232
WP Advisors
California
$996K -$35.9K -76 -3%
CCC
1233
Chelsea Counsel Company
California
$996K – – –
BHWM
1234
Bar Harbor Wealth Management
New Hampshire
$994K -$14.2K -30 -1%
NF
1235
Nikulski Financial
Iowa
$993K +$49.6K +105 +5%
PFGIA
1236
Patriot Financial Group Insurance Agency
Massachusetts
$993K +$219K +464 +28%
JWBC
1237
J.W. Burns & Co
New York
$983K +$72.3K +153 +8%
SA
1238
Strategic Advisors
New York
$982K +$14.2K +30 +1%
KJHP
1239
K.J. Harrison & Partners
Ontario, Canada
$980K – – –
GCM
1240
Gables Capital Management
Florida
$974K +$1.89K +4 +0.2%
RWA
1241
Ropes Wealth Advisors
Massachusetts
$974K -$63.3K -134 -6%
CBNLCF
1242
Cognios Beta Neutral Large Cap Fund
Kansas
$972K +$118K +250 +14%
SDAM
1243
Shulman DeMeo Asset Management
New York
$972K – – –
FNFDCM
1244
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$972K -$52.9K -112 -5%
STA
1245
Summit Trail Advisors
New York
$967K +$127K +269 +15%
CF
1246
Centaurus Financial
California
$966K -$246K -520 -20%
WF
1247
Williams Financial
Vermont
$964K – – –
SCM
1248
SOL Capital Management
Maryland
$961K -$14.2K -30 -1%
IAIM
1249
International Assets Investment Management
Florida
$960K -$120K -1,499 -11%
SFB
1250
STAR Financial Bank
Indiana
$957K -$22.2K -47 -2%
48 49
50
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