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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 %
SHA
1301
Seneca House Advisors
Virginia
$854K -$393K -831 -32%
GI
1302
GAMCO Investors
Connecticut
$854K -$4.73K -10 -0.6%
DAM
1303
Diamant Asset Management
Connecticut
$851K – – –
BEI
1304
Benjamin Edwards Inc
Missouri
$850K -$168K -355 -16%
WPA
1305
West Paces Advisors
Georgia
$850K +$36.9K +78 +5%
SSWM
1306
Strait & Sound Wealth Management
California
$849K – – –
WMA
1307
Wealth Management Associates
New Jersey
$846K +$17.5K +37 +2%
GIM
1308
Groesbeck Investment Management
New Jersey
$844K – – –
HSG
1309
Helen Stephens Group
Texas
$841K -$1.89K -4 -0.2%
RMAM
1310
Raab & Moskowitz Asset Management
New Jersey
$839K -$37.3K -79 -4%
MWC
1311
MBM Wealth Consultants
Missouri
$839K – – –
DC
1312
Diametric Capital
Massachusetts
$838K +$838K +1,772 New
EFSCE
1313
Enterprise Financial Services Corp (EFSC)
Missouri
$834K +$40.7K +86 +5%
AI
1314
Atom Investors
Texas
$828K -$356K -754 -30%
GCM
1315
Gallacher Capital Management
Colorado
$826K +$448K +947 +119%
CSB
1316
City State Bank
Iowa
$825K -$16.1K -34 -2%
FPIS
1317
Financial Planning & Information Services
Wisconsin
$825K – – –
CG
1318
Caprock Group
Idaho
$822K -$20.8K -44 -2%
PWLP
1319
Prio Wealth Limited Partnership
Massachusetts
$820K – – –
MWA
1320
Monograph Wealth Advisors
California
$818K -$65.7K -139 -7%
MCCA
1321
Mill Creek Capital Advisors
Pennsylvania
$818K -$1.42K -3 -0.2%
HI
1322
Hudock Inc
Pennsylvania
$818K +$13.7K +29 +2%
WFA
1323
Wade Financial Advisory
California
$818K -$11.8K -25 -1%
WPW
1324
Waldron Private Wealth
Pennsylvania
$817K +$187K +396 +30%
PWMG
1325
Prestige Wealth Management Group
New Jersey
$816K +$14.7K +31 +2%
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