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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 %
CHA
1326
Carmichael Hill & Associates
Maryland
$799K +$64.5K +140 +9%
PWLP
1327
Prio Wealth Limited Partnership
Massachusetts
$799K – – –
BEI
1328
Benjamin Edwards Inc
Missouri
$796K -$32.2K -70 -4%
DWT
1329
Dorsey & Whitney Trust
South Dakota
$794K +$63.5K +138 +9%
MCM
1330
Monarch Capital Management
Indiana
$794K +$41.9K +91 +6%
BMCM
1331
Bryn Mawr Capital Management
Pennsylvania
$793K +$76K +165 +11%
CG
1332
Caprock Group
Idaho
$792K -$8.75K -19 -1%
SF
1333
Summit Financial
New Jersey
$791K +$94.4K +205 +14%
CM
1334
Columbus Macro
Pennsylvania
$788K +$295K +642 +60%
MMG
1335
Monetary Management Group
Missouri
$788K +$69.1K +150 +10%
CSB
1336
City State Bank
Iowa
$788K -$16.1K -35 -2%
WFA
1337
Wade Financial Advisory
California
$785K -$11.5K -25 -1%
MMPW
1338
Mitchell McLeod Pugh & Williams
Alabama
$783K – – –
GFG
1339
Goldstone Financial Group
Illinois
$780K -$2.3K -5 -0.3%
CWM
1340
Certus Wealth Management
California
$779K +$779K +1,693 New
GA
1341
Goldstein Advisors
Wisconsin
$778K – – –
QCG
1342
Quadrant Capital Group
Ohio
$778K -$150K -325 -16%
BIA
1343
Benchmark Investment Advisors
Illinois
$777K +$777K +1,688 New
RPCONE
1344
Retirement Planning Company of New England
Rhode Island
$775K +$1.84K +4 +0.2%
OFG
1345
Oxford Financial Group
Indiana
$773K +$344K +748 +80%
CAM
1346
Carret Asset Management
New York
$773K +$460 +1 +0.1%
CG
1347
CFO4Life Group
Texas
$773K +$45.1K +98 +6%
KFI
1348
Key Financial Inc
Pennsylvania
$773K +$23.9K +52 +3%
BWM
1349
Baystate Wealth Management
Massachusetts
$772K +$38.7K +84 +5%
PFBT
1350
Parkside Financial Bank & Trust
Missouri
$768K +$229K +498 +43%
52 53
54
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