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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 %
GWM
1376
GDS Wealth Management
Texas
$746K -$24.6K -52 -3%
JSC
1377
Jackson Square Capital
California
$745K +$173K +367 +30%
GCP
1378
GSA Capital Partners
United Kingdom
$744K +$744K +1,574 New
IB
1379
Intrust Bank
Kansas
$741K +$119K +252 +19%
MMG
1380
Monetary Management Group
Missouri
$738K – – –
LWAM
1381
Legacy Wealth Asset Management
Minnesota
$737K -$6.62K -14 -0.9%
BMCM
1382
Bryn Mawr Capital Management
Pennsylvania
$736K -$47.3K -100 -6%
WF
1383
Warner Financial
Maryland
$732K – – –
IP
1384
Investment Partners
Ohio
$730K +$3.78K +8 +0.5%
CIA
1385
Cohen Investment Advisors
New Hampshire
$730K -$1.89K -4 -0.3%
SIM
1386
Sentry Investment Management
Wisconsin
$728K -$254K -538 -26%
LSPW
1387
Lake Street Private Wealth
Illinois
$726K +$53.4K +113 +8%
QPW
1388
Quantum Private Wealth
Florida
$726K -$79.9K -169 -10%
BFA
1389
BMS Financial Advisors
South Dakota
$725K -$19.9K -42 -3%
BFM
1390
Boothbay Fund Management
New York
$725K +$725K +1,534 New
AssetMark Inc
1391
AssetMark Inc
California
$720K -$15.1K -32 -2%
AAM
1392
Auxier Asset Management
Oregon
$719K – – –
SWMP
1393
Signature Wealth Management Partners
New Jersey
$717K +$2.84K +6 +0.4%
AA
1394
Advisory Alpha
Michigan
$717K +$5.2K +11 +0.7%
SF
1395
Summit Financial
New Jersey
$716K -$133K -281 -16%
AWA
1396
Aaron Wealth Advisors
Illinois
$715K +$41.6K +88 +6%
IA
1397
IFG Advisory
Georgia
$714K +$65.7K +139 +10%
TWA
1398
TCI Wealth Advisors
Arizona
$714K -$4.26K -9 -0.6%
JSL
1399
JT Stratford LLC
Georgia
$714K -$631K -1,334 -47%
AWA
1400
Alta Wealth Advisors
Massachusetts
$710K +$9.46K +20 +1%
54 55
56
57 58