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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 %
PWMG
1351
Prestige Wealth Management Group
New Jersey
$767K -$27.6K -60 -3%
CWM
1352
Cornerstone Wealth Management
Missouri
$765K +$9.21K +20 +1%
PA
1353
Procyon Advisors
Connecticut
$764K -$26.7K -58 -3%
CBNLCF
1354
Cognios Beta Neutral Large Cap Fund
Kansas
$760K -$186K -404 -20%
CW
1355
CIC Wealth
Maryland
$758K -$1.84K -4 -0.2%
KMWM
1356
Keudell/Morrison Wealth Management
Oregon
$758K +$1.84K +4 +0.2%
OFG
1357
OmniStar Financial Group
North Carolina
$757K +$68.5K +149 +10%
AWG
1358
Altus Wealth Group
Colorado
$750K +$5.53K +12 +0.7%
Nomura Holdings
1359
Nomura Holdings
Japan
$746K -$92.5K -201 -11%
GL
1360
Graypoint LLC
New York
$746K -$23K -50 -3%
BFW
1361
Brady Family Wealth
Missouri
$746K +$2.76K +6 +0.4%
WBG
1362
Wharton Business Group
Pennsylvania
$745K – – –
CT
1363
Columbia Trust
Oregon
$744K +$3.68K +8 +0.5%
CSC
1364
Caldwell Sutter Capital
California
$744K +$482K +1,048 +185%
WKSWA
1365
White Knight Strategic Wealth Advisors
New Jersey
$742K -$35.4K -77 -5%
SIM
1366
Sentry Investment Management
Wisconsin
$741K +$32.2K +70 +5%
FMII
1367
Farmers & Merchants Investments Inc
Nebraska
$741K -$460 -1 -0.1%
XT
1368
XTX Topco
Cayman Islands
$738K -$2.29M -4,967 -76%
SCM
1369
Schnieders Capital Management
California
$738K -$13.8K -30 -2%
BPCE
1370
Bank Pictet & Cie (Europe)
Germany
$737K – – –
NF
1371
Nvest Financial
New Hampshire
$735K +$99K +215 +16%
SA
1372
SL Advisors
New Jersey
$732K -$9.67K -21 -1%
CC
1373
Corton Capital
Ontario, Canada
$731K -$35K -76 -5%
MSCM
1374
McElhenny Sheffield Capital Management
Texas
$731K -$4.15K -9 -0.6%
CWP
1375
Concord Wealth Partners
Virginia
$728K +$262K +570 +56%
53 54
55
56 57