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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 %
TLCM
1401
Twin Lakes Capital Management
California
$689K +$4.14K +9 +0.6%
SFG
1402
Steward Financial Group
Texas
$688K +$688K +1,496 New
JSL
1403
JT Stratford LLC
Georgia
$683K -$12.4K -27 -2%
XS
1404
XR Securities
Illinois
$683K +$683K +1,484 New
CPIG
1405
Chicago Partners Investment Group
Illinois
$683K -$45.8K -102 -6%
TC
1406
Trust Company
Kansas
$681K -$52.9K -115 -7%
WA
1407
WBH Advisory
Maryland
$680K – – –
KFGK
1408
Keystone Financial Group (Kentucky)
Kentucky
$680K +$680K +1,478 New
AWA
1409
Aaron Wealth Advisors
Illinois
$679K -$17K -37 -2%
BC
1410
Barrett & Company
Rhode Island
$678K +$4.14K +9 +0.6%
BHB
1411
Bank Hapoalim BM
Israel
$676K -$97.1K -211 -13%
FDCC
1412
Foster Dykema Cabot & Co
Massachusetts
$675K +$36.4K +79 +6%
AWM
1413
Avior Wealth Management
Nebraska
$674K +$29.9K +65 +5%
LWM
1414
Liberty Wealth Management
California
$674K -$4.6K -10 -0.7%
CFO
1415
CVA Family Office
Colorado
$672K -$10.1K -22 -1%
GIM
1416
Groesbeck Investment Management
New Jersey
$672K -$151K -327 -18%
FVWA
1417
Foster Victor Wealth Advisors
South Carolina
$672K +$58.8K +127 +10%
WDG
1418
Wealth Dimensions Group
Ohio
$668K +$1.84K +4 +0.3%
TT
1419
TI-Trust
Illinois
$668K – – –
WP
1420
Waycross Partners
Kentucky
$668K – – –
BA
1421
Bristlecone Advisors
Washington
$668K +$11K +24 +2%
NWM
1422
Northcape Wealth Management
New York
$667K +$21.6K +47 +3%
SL
1423
SWMG LLC
Texas
$666K +$355K +771 +114%
PWW
1424
Pettyjohn Wood & White
Virginia
$665K -$11.5K -25 -2%
SFG
1425
Sterling Financial Group
California
$665K – – –
55 56
57
58 59