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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 %
AAP
1401
Aristotle Atlantic Partners
Florida
$709K – – –
OFG
1402
OmniStar Financial Group
North Carolina
$708K -$115K -242 -14%
PWPS
1403
Pinnacle Wealth Planning Services
Ohio
$705K – – –
TLCM
1404
Twin Lakes Capital Management
California
$703K +$4.25K +9 +0.6%
SFG
1405
Sterling Financial Group
California
$702K – – –
CFG
1406
Carr Financial Group
Massachusetts
$702K -$20.3K -43 -3%
CFO
1407
CVA Family Office
Colorado
$701K +$26.9K +57 +4%
CT
1408
Cambridge Trust
Massachusetts
$699K -$7.56K -16 -1%
LCGC
1409
Legacy Capital Group California
California
$699K +$699K +1,479 New
WA
1410
WBH Advisory
Maryland
$699K +$699K +1,478 New
CPWA
1411
Cerro Pacific Wealth Advisors
California
$698K +$255K +540 +58%
LCM
1412
Lattice Capital Management
Washington
$698K – – –
LWM
1413
Liberty Wealth Management
California
$697K +$697K +1,474 New
MYIA
1414
Mount Yale Investment Advisors
Colorado
$696K -$293K -621 -30%
PWW
1415
Pettyjohn Wood & White
Virginia
$694K – – –
BC
1416
Barrett & Company
Rhode Island
$692K +$4.26K +9 +0.6%
CB
1417
Centennial Bank
Arkansas
$689K -$359K -759 -34%
RAM
1418
Redmond Asset Management
Virginia
$689K -$552K -1,168 -44%
CCG
1419
Chatham Capital Group
Georgia
$687K +$30.7K +65 +5%
TT
1420
TI-Trust
Illinois
$685K – – –
WP
1421
Waycross Partners
Kentucky
$685K – – –
WDG
1422
Wealth Dimensions Group
Ohio
$683K -$47.3K -100 -6%
CS
1423
Capital Square
Tennessee
$683K – – –
WEPOG
1424
Wealth Enhancement & Preservation of GA
Georgia
$676K +$34K +72 +5%
DCM
1425
Dupont Capital Management
Delaware
$676K -$402K -851 -37%
55 56
57
58 59