LMT icon

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 %
SDAM
1251
Shulman DeMeo Asset Management
New York
$917K -$29.5K -64 -3%
APA
1252
Astoria Portfolio Advisors
New York
$916K +$69.5K +149 +8%
DSC
1253
Duncker Streett & Co
Missouri
$916K -$69.5K -151 -7%
JWBC
1254
J.W. Burns & Co
New York
$912K -$44.6K -97 -5%
TYCC
1255
Texas Yale Capital Corp
Florida
$911K -$9.67K -21 -1%
Axa
1256
Axa
France
$905K -$1.61M -3,500 -64%
WA
1257
WP Advisors
California
$905K -$65.4K -142 -7%
MA
1258
MONECO Advisors
Connecticut
$904K +$10.6K +23 +1%
WBC
1259
West Branch Capital
Massachusetts
$904K – – –
GA
1260
GoalVest Advisory
New York
$904K -$465K -1,009 -34%
TCB
1261
Texas Capital Bancshares
Texas
$904K +$15.2K +33 +2%
AWA
1262
Authentikos Wealth Advisory
California
$903K +$9.21K +20 +1%
CA
1263
Cornerstone Advisory
Maryland
$903K -$157K -342 -15%
HCA
1264
Harbour Capital Advisors
Virginia
$899K -$1.85K -4 -0.2%
PFGIA
1265
Patriot Financial Group Insurance Agency
Massachusetts
$896K -$70.9K -154 -7%
FNFDCM
1266
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$895K -$51.5K -112 -5%
EIA
1267
Edgemoor Investment Advisors
Maryland
$892K -$17.5K -38 -2%
TPW
1268
TL Private Wealth
Texas
$891K -$217K -472 -20%
WANY
1269
Wealthspire Advisors (New York)
New York
$888K +$4.6K +10 +0.5%
RA
1270
Rockingstone Advisors
Massachusetts
$886K +$9.21K +20 +1%
PTB
1271
Pioneer Trust Bank
Oregon
$884K -$92.1K -200 -9%
SAM
1272
Sompo Asset Management
Japan
$879K +$110K +240 +14%
GCA
1273
Gradient Capital Advisors
California
$878K +$24.9K +54 +3%
AWM
1274
Accurate Wealth Management
Florida
$876K +$40.4K +87 +5%
MWC
1275
MBM Wealth Consultants
Missouri
$876K +$128K +277 +17%
49 50
51
52 53