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 %
WTB
1301
Washington Trust Bank
Washington
$837K +$42.8K +93 +5%
PEA
1302
Park Edge Advisors
Ohio
$836K -$50.6K -110 -6%
KA
1303
Klingman & Associates
New York
$833K +$49.7K +108 +6%
WHC
1304
Wulff, Hansen & Co
California
$829K -$34.5K -75 -4%
DAM
1305
Diamant Asset Management
Connecticut
$829K – – –
MFG
1306
MidWestOne Financial Group
Iowa
$828K +$46K +100 +6%
BCM
1307
Becker Capital Management
Oregon
$827K +$447K +970 +117%
KCM
1308
Kathmere Capital Management
Pennsylvania
$824K -$215K -468 -21%
PP
1309
Patron Partners
Texas
$822K -$30.4K -66 -4%
RMAM
1310
Raab & Moskowitz Asset Management
New Jersey
$820K +$2.76K +6 +0.3%
HSG
1311
Helen Stephens Group
Texas
$819K – – –
SHA
1312
Seneca House Advisors
Virginia
$819K -$12.9K -28 -2%
GI
1313
GAMCO Investors
Connecticut
$818K -$14.3K -31 -2%
WMA
1314
Wealth Management Associates
New Jersey
$818K -$6.45K -14 -0.8%
GHAM
1315
Gilman Hill Asset Management
Connecticut
$816K +$69.1K +150 +9%
CGA
1316
Crescent Grove Advisors
Illinois
$815K +$52K +113 +7%
HI
1317
Hudock Inc
Pennsylvania
$814K +$17K +37 +2%
EFSCE
1318
Enterprise Financial Services Corp (EFSC)
Missouri
$813K +$460 +1 +0.1%
PIA
1319
Pinion Investment Advisors
Kansas
$806K +$28.1K +61 +4%
FPIS
1320
Financial Planning & Information Services
Wisconsin
$803K – – –
MWA
1321
Monograph Wealth Advisors
California
$802K +$5.07K +11 +0.6%
WEPOG
1322
Wealth Enhancement & Preservation of GA
Georgia
$802K +$143K +311 +22%
MA
1323
MJP Associates
Connecticut
$801K -$90.3K -196 -10%
FFWA
1324
FRG Family Wealth Advisors
Washington
$801K +$6.91K +15 +0.9%
QT
1325
Quantamental Technologies
New York
$801K +$801K +1,739 New
51 52
53
54 55