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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 %
NDSI
1451
Newman Dignan & Sheerar Inc
Rhode Island
$650K -$58.6K -124 -8%
PMA
1452
Prudent Man Advisors
Illinois
$650K -$14.6K -31 -2%
TCA
1453
Transcend Capital Advisors
New Jersey
$649K -$7.09K -15 -1%
FVWA
1454
Foster Victor Wealth Advisors
South Carolina
$647K -$3.91K -8 -0.6%
FNBSF
1455
First National Bank Sioux Falls
South Dakota
$645K -$34.5K -73 -5%
BIA
1456
BHK Investment Advisors
Alabama
$645K +$128K +270 +25%
PP
1457
PDS Planning
Ohio
$645K +$127K +269 +25%
RIM
1458
RW Investment Management
Idaho
$644K +$65.2K +138 +11%
CSIA
1459
Carl Stuart Investment Advisor
Texas
$642K +$642K +10 New
CFP
1460
Cypress Financial Planning
New Jersey
$639K -$7.79K -16 -1%
DU
1461
Delphia (USA)
Ontario, Canada
$639K +$116K +246 +22%
TSWM
1462
Triangle Securities Wealth Management
North Carolina
$639K – – –
LNWTC
1463
Laird Norton Wetherby Trust Company
Washington
$638K – – –
PWSG
1464
Pacific Wealth Strategies Group
California
$638K +$302K +639 +90%
SGK
1465
Steigerwald Gordon & Koch
Virginia
$634K +$10.9K +23 +2%
WS
1466
Wela Strategies
Georgia
$633K -$6.15K -13 -1%
ERIM
1467
Eagle Ridge Investment Management
Connecticut
$633K – – –
SMC
1468
Smith, Moore & Co
Missouri
$628K +$48.7K +103 +8%
BWP
1469
Balboa Wealth Partners
Arizona
$627K +$12.8K +27 +2%
GPA
1470
Garrison Point Advisors
California
$618K – – –
CCG
1471
Ceeto Capital Group
Florida
$615K +$237K +500 +63%
CAG
1472
Curtis Advisory Group
California
$615K -$28.4K -60 -4%
PIP
1473
Peachtree Investment Partners
Florida
$612K -$33.1K -70 -5%
FC
1474
Forte Capital
New York
$610K -$7.56K -16 -1%
WIM
1475
Westside Investment Management
California
$609K – – –
57 58
59
60 61