LMT icon

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 %
CWM
1351
Cornerstone Wealth Management
Missouri
$776K +$776K +1,641 New
PWC
1352
PYA Waltman Capital
Tennessee
$775K +$247K +522 +47%
MCM
1353
Monarch Capital Management
Indiana
$772K +$87.5K +185 +13%
SCM
1354
Schnieders Capital Management
California
$771K +$151K +320 +24%
HCM
1355
Hodges Capital Management
Texas
$771K +$415K +1,293 +117%
KFI
1356
Key Financial Inc
Pennsylvania
$769K +$329K +697 +75%
GHAM
1357
Gilman Hill Asset Management
Connecticut
$767K -$11.8K -25 -2%
RB
1358
Renasant Bank
Mississippi
$766K -$80.4K -170 -9%
WBG
1359
Wharton Business Group
Pennsylvania
$765K – – –
AWG
1360
Altus Wealth Group
Colorado
$764K +$2.36K +5 +0.3%
BIM
1361
Baldwin Investment Management
Pennsylvania
$763K +$47.3K +100 +7%
BFW
1362
Brady Family Wealth
Missouri
$763K -$67.6K -143 -8%
SA
1363
SL Advisors
New Jersey
$762K -$26K -55 -3%
FMII
1364
Farmers & Merchants Investments Inc
Nebraska
$761K -$57.2K -121 -7%
CT
1365
Columbia Trust
Oregon
$761K -$56.7K -120 -7%
GWM
1366
Geneos Wealth Management
Colorado
$757K -$214K -453 -22%
BPCE
1367
Bank Pictet & Cie (Europe)
Germany
$756K – – –
MSCM
1368
McElhenny Sheffield Capital Management
Texas
$755K -$65.3K -138 -8%
CHA
1369
Carmichael Hill & Associates
Maryland
$754K +$19.9K +42 +3%
TC
1370
Trust Company
Kansas
$754K +$9.93K +21 +1%
NP
1371
NorthRock Partners
Minnesota
$754K -$118K -249 -14%
BWM
1372
Baystate Wealth Management
Massachusetts
$752K -$16.5K -35 -2%
MG
1373
Mather Group
Illinois
$751K +$250K +529 +50%
DWT
1374
Dorsey & Whitney Trust
South Dakota
$750K +$217K +458 +41%
CG
1375
CFO4Life Group
Texas
$747K +$53.9K +114 +8%
53 54
55
56 57