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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 %
DC
1276
DeDora Capital
California
$876K +$1.38K +3 +0.2%
SFI
1277
SPC Financial Inc
Maryland
$873K – – –
GA
1278
Geller Advisors
New York
$871K +$38.2K +83 +5%
CC
1279
Cornerstone Capital
California
$870K +$25.3K +55 +3%
SCM
1280
SOL Capital Management
Maryland
$867K -$69.1K -150 -7%
AFP
1281
Ausdal Financial Partners
Iowa
$865K +$8.75K +19 +1%
MP
1282
McDonald Partners
Ohio
$864K +$5.06K +11 +0.6%
WAM
1283
Walker Asset Management
Missouri
$861K +$3.68K +8 +0.4%
FCA
1284
FinTrust Capital Advisors
South Carolina
$858K – – –
WPA
1285
West Paces Advisors
Georgia
$857K +$29.5K +64 +4%
CMS
1286
Capital Market Strategies
Florida
$856K +$856K +1,859 New
SMH
1287
Sanders Morris Harris
Texas
$856K +$462K +1,000 +117%
EWM
1288
Empirical Wealth Management
Washington
$854K -$2.95M -6,418 -78%
KS
1289
Karpas Strategies
Connecticut
$854K +$1.84K +4 +0.2%
SOS
1290
Silver Oak Securities
Tennessee
$849K +$61.7K +134 +8%
MCCA
1291
Mill Creek Capital Advisors
Pennsylvania
$849K +$52K +113 +7%
PA
1292
Prossimo Advisors
California
$848K +$848K +1,842 New
PPC
1293
Park Place Capital
Alabama
$846K +$10.1K +22 +1%
MIC
1294
Means Investment Company
Maine
$846K +$921 +2 +0.1%
FMLI
1295
Fukoku Mutual Life Insurance
Japan
$845K -$39.1K -85 -4%
ANTB
1296
AMG National Trust Bank
Colorado
$844K -$6.45K -14 -0.8%
FRM
1297
Fox Run Management
Connecticut
$844K +$252K +548 +43%
OIM
1298
Oder Investment Management
California
$842K – – –
TAM
1299
Titleist Asset Management
Texas
$841K +$5.52K +12 +0.7%
OFW
1300
Omnia Family Wealth
Florida
$839K – – –
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