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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 %
VCP
1376
Verus Capital Partners
Arizona
$728K -$34.5K -75 -5%
RSWM
1377
Robertson Stephens Wealth Management
California
$728K -$38.2K -83 -5%
IBOK
1378
Independence Bank of Kentucky
Kentucky
$725K -$890K -1,933 -55%
TFP
1379
Tilia Fiduciary Partners
North Carolina
$724K +$217K +471 +43%
VEA
1380
Virtus ETF Advisers
New York
$724K -$202K -438 -22%
GWM
1381
GDS Wealth Management
Texas
$722K -$4.6K -10 -0.6%
JSC
1382
Jackson Square Capital
California
$721K -$4.14K -9 -0.6%
GLA
1383
Good Life Advisors
Pennsylvania
$721K +$85.6K +186 +13%
GCM
1384
Gallacher Capital Management
Colorado
$719K -$85.2K -185 -11%
HCM
1385
Hodges Capital Management
Texas
$718K -$771K -2,401 Closed
CT
1386
Cambridge Trust
Massachusetts
$718K +$36.8K +80 +5%
BIM
1387
Baldwin Investment Management
Pennsylvania
$716K -$27.6K -60 -4%
LWAM
1388
Legacy Wealth Asset Management
Minnesota
$715K -$2.76K -6 -0.4%
WF
1389
Warner Financial
Maryland
$713K – – –
CIA
1390
Cohen Investment Advisors
New Hampshire
$709K -$1.38K -3 -0.2%
LCGC
1391
Legacy Capital Group California
California
$708K +$27.2K +59 +4%
AA
1392
Advisory Alpha
Michigan
$703K +$4.61K +10 +0.7%
AAM
1393
Auxier Asset Management
Oregon
$700K – – –
PWSG
1394
Pacific Wealth Strategies Group
California
$697K +$75.5K +164 +12%
RB
1395
Renasant Bank
Mississippi
$696K -$50.2K -109 -7%
EA
1396
Emerald Advisors
Washington
$695K +$47K +102 +7%
TWA
1397
TCI Wealth Advisors
Arizona
$693K -$2.3K -5 -0.3%
WPW
1398
Waldron Private Wealth
Pennsylvania
$691K -$105K -227 -13%
AAP
1399
Aristotle Atlantic Partners
Florida
$691K – – –
RFA
1400
Resurgent Financial Advisors
Georgia
$690K +$41.9K +91 +6%
54 55
56
57 58