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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 %
RB
1251
Rodgers Brothers
Pennsylvania
$955K +$94.5K +200 +11%
QCG
1252
Quadrant Capital Group
Ohio
$952K +$73.7K +156 +8%
FPB
1253
First PREMIER Bank
South Dakota
$952K -$11.4K -24 -1%
CAAS
1254
Capital Asset Advisory Services
Michigan
$951K -$1.95M -4,121 -67%
VEA
1255
Virtus ETF Advisers
New York
$951K +$146K +309 +18%
TYCC
1256
Texas Yale Capital Corp
Florida
$946K +$8.51K +18 +0.9%
CMANY
1257
Capital Management Associates (New York)
New York
$945K – – –
MHP
1258
Manatuck Hill Partners
Connecticut
$945K +$945K +2,000 New
HAIM
1259
Hunter Associates Investment Management
Pennsylvania
$945K -$105K -222 -10%
TIAM
1260
TT International Asset Management
United Kingdom
$945K – – –
AWA
1261
Authentikos Wealth Advisory
California
$945K +$945K +1,942 New
EFG
1262
Ethos Financial Group
Pennsylvania
$940K -$18.9K -40 -2%
KTC
1263
Kistler-Tiffany Companies
Pennsylvania
$939K -$2.84K -6 -0.3%
EIA
1264
Edgemoor Investment Advisors
Maryland
$934K +$258K +545 +38%
WBC
1265
West Branch Capital
Massachusetts
$928K -$23.2K -49 -2%
ACM
1266
Ategra Capital Management
Virginia
$928K +$265K +560 +40%
SF
1267
Symphony Financial
Texas
$921K +$12.8K +27 +1%
HCA
1268
Harbour Capital Advisors
Virginia
$920K +$8.98K +19 +1%
MA
1269
MONECO Advisors
Connecticut
$918K +$108K +228 +13%
ICM
1270
IMS Capital Management
Oregon
$916K +$473 +1 +0.1%
MA
1271
MJP Associates
Connecticut
$915K +$47.3K +100 +5%
LIM
1272
Longfellow Investment Management
Massachusetts
$913K – – –
TCB
1273
Texas Capital Bancshares
Texas
$913K – – –
PEA
1274
Park Edge Advisors
Ohio
$910K +$331K +700 +57%
FMLI
1275
Fukoku Mutual Life Insurance
Japan
$908K -$378K -800 -29%
49 50
51
52 53