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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 %
WTB
1326
Washington Trust Bank
Washington
$816K +$26.9K +57 +3%
FFWA
1327
FRG Family Wealth Advisors
Washington
$815K – – –
PA
1328
Procyon Advisors
Connecticut
$812K +$15.6K +33 +2%
SOS
1329
Silver Oak Securities
Tennessee
$809K +$120K +253 +17%
KA
1330
Klingman & Associates
New York
$805K +$1.89K +4 +0.2%
MMPW
1331
Mitchell McLeod Pugh & Williams
Alabama
$804K -$13.2K -28 -2%
GFG
1332
Goldstone Financial Group
Illinois
$804K +$804K +1,700 New
MFG
1333
MidWestOne Financial Group
Iowa
$803K – – –
KCG
1334
Kinsale Capital Group
Virginia
$800K +$411K +870 +106%
PIA
1335
Pinion Investment Advisors
Kansas
$799K -$11.8K -25 -1%
GA
1336
Goldstein Advisors
Wisconsin
$799K -$945 -2 -0.1%
WKSWA
1337
White Knight Strategic Wealth Advisors
New Jersey
$798K -$140K -296 -15%
BHB
1338
Bank Hapoalim BM
Israel
$794K -$104K -221 -12%
RPCONE
1339
Retirement Planning Company of New England
Rhode Island
$794K -$9.93K -21 -1%
CAM
1340
Carret Asset Management
New York
$793K -$1.42K -3 -0.2%
SAM
1341
Sompo Asset Management
Japan
$789K -$1.11M -2,345 -58%
GL
1342
Graypoint LLC
New York
$789K +$263K +556 +50%
RSWM
1343
Robertson Stephens Wealth Management
California
$787K +$45.9K +97 +6%
CC
1344
Corton Capital
Ontario, Canada
$786K +$218K +461 +38%
AIM
1345
Aigen Investment Management
New York
$786K +$786K +1,663 New
CGA
1346
Crescent Grove Advisors
Illinois
$783K +$139K +294 +22%
VCP
1347
Verus Capital Partners
Arizona
$783K +$196K +414 +33%
CPIG
1348
Chicago Partners Investment Group
Illinois
$781K +$66.8K +139 +9%
CW
1349
CIC Wealth
Maryland
$780K +$18K +38 +2%
KMWM
1350
Keudell/Morrison Wealth Management
Oregon
$777K +$11.3K +24 +1%
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