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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 %
BA
1426
Bristlecone Advisors
Washington
$674K +$238K +503 +54%
ETIA
1427
Epic Trust Investment Advisors
Washington
$671K +$115K +244 +21%
CC
1428
Chicago Capital
Illinois
$669K – – –
SWS
1429
SYSTM Wealth Solutions
Illinois
$667K -$75.2K -159 -10%
IF
1430
Ironwood Financial
Arizona
$667K – – –
AIC
1431
Argus Investors Counsel
New York
$666K -$6.62K -14 -1%
RFA
1432
Resurgent Financial Advisors
Georgia
$666K -$291K -616 -30%
EA
1433
Emerald Advisors
Washington
$665K -$35K -74 -5%
Fiera Capital (Canada)
1434
Fiera Capital (Canada)
Quebec, Canada
$665K -$59.1K -125 -8%
MPAM
1435
Murphy Pohlad Asset Management
Minnesota
$665K -$23.6K -50 -3%
EWA
1436
EverSource Wealth Advisors
Alabama
$663K +$46.8K +99 +8%
NWM
1437
Northcape Wealth Management
New York
$663K +$663K +1,402 New
CFCI
1438
Comprehensive Financial Consultants Institutional
Indiana
$662K – – –
AWM
1439
Avior Wealth Management
Nebraska
$662K +$187K +395 +39%
TNBTD
1440
Trustmark National Bank Trust Department
Mississippi
$661K -$38.8K -82 -6%
ECAM
1441
East Coast Asset Management
Massachusetts
$660K – – –
TCM
1442
Telos Capital Management
California
$660K +$370K +782 +128%
ZIG
1443
Zullo Investment Group
Pennsylvania
$658K +$27.4K +58 +4%
FDCC
1444
Foster Dykema Cabot & Co
Massachusetts
$656K – – –
BFA
1445
Buttonwood Financial Advisors
Maryland
$656K -$10.9K -23 -2%
CC
1446
Cipher Capital
New York
$654K +$654K +1,383 New
NF
1447
Nvest Financial
New Hampshire
$653K +$13.2K +28 +2%
GLA
1448
Good Life Advisors
Pennsylvania
$653K +$110K +233 +20%
OFA
1449
Oak Family Advisors
Illinois
$652K -$138K -292 -17%
LCWP
1450
Legacy Capital Wealth Partners
Arkansas
$652K +$652K +1,379 New
56 57
58
59 60