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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 %
MYIA
1451
Mount Yale Investment Advisors
Colorado
$638K -$39.1K -85 -6%
TNA
1452
True North Advisors
Texas
$636K +$163K +353 +34%
NDSI
1453
Newman Dignan & Sheerar Inc
Rhode Island
$636K +$2.76K +6 +0.4%
ZIG
1454
Zullo Investment Group
Pennsylvania
$634K -$6.45K -14 -1%
OFA
1455
Oak Family Advisors
Illinois
$633K -$1.84K -4 -0.3%
AC
1456
Abbrea Capital
California
$633K +$67.7K +147 +12%
ERIM
1457
Eagle Ridge Investment Management
Connecticut
$631K +$15.2K +33 +2%
FNBSF
1458
First National Bank Sioux Falls
South Dakota
$628K – – –
RIM
1459
RW Investment Management
Idaho
$627K – – –
OWA
1460
Octavia Wealth Advisors
Ohio
$626K +$262K +568 +72%
PMA
1461
Prudent Man Advisors
Illinois
$625K -$8.75K -19 -1%
NP
1462
NorthRock Partners
Minnesota
$623K -$110K -240 -15%
GJIA
1463
Glass Jacobson Investment Advisors
Maryland
$622K +$622K +1,352 New
TSWM
1464
Triangle Securities Wealth Management
North Carolina
$622K – – –
LNWTC
1465
Laird Norton Wetherby Trust Company
Washington
$622K – – –
BIA
1466
BHK Investment Advisors
Alabama
$621K -$6.44K -14 -1%
AT
1467
American Trust
Kentucky
$621K +$177K +384 +40%
CFG
1468
Carr Financial Group
Massachusetts
$619K -$64.5K -140 -9%
WS
1469
Wela Strategies
Georgia
$617K +$1.38K +3 +0.2%
TCA
1470
Transcend Capital Advisors
New Jersey
$613K -$18.4K -40 -3%
BWP
1471
Balboa Wealth Partners
Arizona
$609K -$921 -2 -0.2%
CFP
1472
Cypress Financial Planning
New Jersey
$608K – – –
AssetMark Inc
1473
AssetMark Inc
California
$608K -$93.5K -203 -13%
PWM
1474
Paulson Wealth Management
Illinois
$606K +$98.5K +214 +19%
KFA
1475
Kapstone Financial Advisors
Ohio
$605K +$67.2K +149 +13%
57 58
59
60 61