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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 %
AWA
1426
Alta Wealth Advisors
Massachusetts
$662K -$29.5K -64 -4%
Walleye Trading
1427
Walleye Trading
New York
$662K +$662K +1,438 New
AI
1428
AXS Investments
New York
$662K +$75.5K +164 +13%
CS
1429
Capital Square
Tennessee
$660K +$18.4K +40 +3%
CAG
1430
Curtis Advisory Group
California
$658K +$59.8K +130 +10%
KA
1431
KLCM Advisors
Wisconsin
$658K +$138K +299 +26%
PWG
1432
Portside Wealth Group
Utah
$657K +$657K +1,427 New
RAM
1433
Redmond Asset Management
Virginia
$656K -$14.7K -32 -2%
CCG
1434
Chatham Capital Group
Georgia
$656K -$13.8K -30 -2%
CFCI
1435
Comprehensive Financial Consultants Institutional
Indiana
$654K -$4.23K -9 -0.6%
PP
1436
PDS Planning
Ohio
$652K +$24.4K +53 +4%
SGK
1437
Steigerwald Gordon & Koch
Virginia
$652K +$35K +76 +6%
CC
1438
Chicago Capital
Illinois
$651K – – –
RGF
1439
Retirement Guys Formula
Ohio
$651K +$78.8K +171 +14%
EWA
1440
EverSource Wealth Advisors
Alabama
$650K +$4.14K +9 +0.6%
IF
1441
Ironwood Financial
Arizona
$650K – – –
SWS
1442
SYSTM Wealth Solutions
Illinois
$648K -$1.38K -3 -0.2%
PWPS
1443
Pinnacle Wealth Planning Services
Ohio
$647K -$39.1K -85 -6%
MPAM
1444
Murphy Pohlad Asset Management
Minnesota
$647K – – –
TCM
1445
Telos Capital Management
California
$646K +$4.14K +9 +0.6%
AIC
1446
Argus Investors Counsel
New York
$646K -$2.3K -5 -0.4%
ECAM
1447
East Coast Asset Management
Massachusetts
$643K – – –
DDPIC
1448
Deroy & Devereaux Private Investment Counsel
Michigan
$641K +$641K +1,393 New
GIA
1449
GHP Investment Advisors
Colorado
$640K +$520K +1,145 +432%
BFA
1450
Buttonwood Financial Advisors
Maryland
$639K – – –
56 57
58
59 60