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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 %
Vontobel Holding
1226
Vontobel Holding
Switzerland
$969K -$338K -734 -26%
BHWM
1227
Bar Harbor Wealth Management
New Hampshire
$968K – – –
LMKC
1228
L.M. Kohn & Company
Ohio
$968K +$407K +885 +73%
CAAS
1229
Capital Asset Advisory Services
Michigan
$967K +$33K +71 +4%
VI
1230
Versor Investments
New York
$964K +$457K +992 +90%
RWA
1231
Ropes Wealth Advisors
Massachusetts
$964K +$15.2K +33 +2%
KFP
1232
Keystone Financial Planning
Ohio
$962K -$38.7K -84 -4%
SA
1233
Strategic Advisors
New York
$959K +$2.76K +6 +0.3%
GCM
1234
Gables Capital Management
Florida
$958K +$9.21K +20 +1%
PI
1235
PFG Investments
New York
$950K -$153K -332 -14%
DIA
1236
Dana Investment Advisors
Wisconsin
$942K -$45.6K -99 -5%
IAIM
1237
International Assets Investment Management
Florida
$942K +$1.25K +16 +0.1%
SFB
1238
STAR Financial Bank
Indiana
$941K +$9.21K +20 +1%
EFG
1239
Ethos Financial Group
Pennsylvania
$940K – – –
WF
1240
Williams Financial
Vermont
$939K – – –
GWM
1241
Geneos Wealth Management
Colorado
$934K +$197K +428 +27%
VAM
1242
Verity Asset Management
North Carolina
$933K -$989K -2,147 -51%
OP
1243
ORG Partners
Indiana
$928K +$928K +2,007 New
RB
1244
Rodgers Brothers
Pennsylvania
$927K -$3.22K -7 -0.3%
FPB
1245
First PREMIER Bank
South Dakota
$927K – – –
LIM
1246
Longfellow Investment Management
Massachusetts
$927K +$37.3K +81 +4%
VCM
1247
Virtue Capital Management
Tennessee
$926K +$52.3K +113 +6%
BA
1248
Birinyi Associates
Connecticut
$921K -$115K -250 -11%
CMANY
1249
Capital Management Associates (New York)
New York
$921K – – –
HAIM
1250
Hunter Associates Investment Management
Pennsylvania
$919K – – –
48 49
50
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