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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 %
WANY
1276
Wealthspire Advisors (New York)
New York
$907K -$302K -638 -25%
RA
1277
Rockingstone Advisors
Massachusetts
$900K -$14.2K -30 -2%
DC
1278
DeDora Capital
California
$898K +$1.42K +3 +0.2%
SFI
1279
SPC Financial Inc
Maryland
$897K +$1.89K +4 +0.2%
AWM
1280
Accurate Wealth Management
Florida
$894K +$38.3K +77 +4%
APA
1281
Astoria Portfolio Advisors
New York
$887K -$36.1K -74 -4%
WHC
1282
Wulff, Hansen & Co
California
$886K – – –
MP
1283
McDonald Partners
Ohio
$882K +$9.46K +20 +1%
WAM
1284
Walker Asset Management
Missouri
$880K +$280K +593 +47%
AFP
1285
Ausdal Financial Partners
Iowa
$879K +$191K +404 +28%
GCA
1286
Gradient Capital Advisors
California
$875K +$9.45K +20 +1%
PP
1287
Patron Partners
Texas
$875K +$35K +74 +4%
KS
1288
Karpas Strategies
Connecticut
$875K +$3.78K +8 +0.4%
ANTB
1289
AMG National Trust Bank
Colorado
$874K +$401K +849 +85%
VCM
1290
Virtue Capital Management
Tennessee
$872K +$49.4K +107 +6%
CC
1291
Cornerstone Capital
California
$867K – – –
MIC
1292
Means Investment Company
Maine
$867K -$13.2K -28 -2%
OIM
1293
Oder Investment Management
California
$864K -$59.6K -126 -6%
Nomura Holdings
1294
Nomura Holdings
Japan
$861K -$14.6M -30,907 -94%
OFW
1295
Omnia Family Wealth
Florida
$861K – – –
TAM
1296
Titleist Asset Management
Texas
$859K +$859K +1,816 New
IAS
1297
Insigneo Advisory Services
Florida
$858K -$23.2K -49 -3%
PPC
1298
Park Place Capital
Alabama
$858K +$12.8K +27 +2%
FCA
1299
FinTrust Capital Advisors
South Carolina
$858K – – –
GA
1300
Geller Advisors
New York
$855K -$1.89K -4 -0.2%
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