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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
$253M
2
Millennium Management
Millennium Management
New York
$209M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.54B
4
MMC
Mizuho Markets Cayman
Cayman Islands
$106M
5
BG
Bahl & Gaynor
Ohio
$396M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$4.38B
2
GQG Partners
GQG Partners
Florida
$11.4M
3
BlackRock
BlackRock
New York
$7.91B
4
Vanguard Group
Vanguard Group
Pennsylvania
$10.4B
5
Charles Schwab
Charles Schwab
California
$2.57B
Name Holding Trade Value Shares
Change 		Shares
Change %
MIS
126
Morningstar Investment Services
Illinois
$48.9M -$21.4M -45,190 -30%
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$48M +$5.71M +12,073 +14%
ORIO
128
Old Republic International (ORI)
Illinois
$47.7M – – –
TD Asset Management
129
TD Asset Management
Ontario, Canada
$46.4M -$2.05M -4,330 -4%
Lord, Abbett & Co
130
Lord, Abbett & Co
New Jersey
$45.7M -$9.67M -20,448 -17%
CS
131
Credit Suisse
Switzerland
$45.6M +$6.85M +14,489 +18%
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$45.5M +$851K +1,801 +2%
AIA
133
Avalon Investment & Advisory
Texas
$45.5M -$11.3M -23,816 -20%
PI
134
PineBridge Investments
New York
$45.3M -$1.86M -3,925 -4%
RG
135
Rathbones Group
United Kingdom
$43.2M -$841K -1,779 -2%
GLA
136
Great Lakes Advisors
Illinois
$42.4M -$6.88M -14,553 -14%
PI
137
PFS Investments
Georgia
$41.6M +$4.26M +8,684 +11%
MCC
138
Money Concepts Capital
Florida
$41.5M +$8.42M +17,657 +25%
CIA
139
Capital Investment Advisors
Georgia
$40.9M +$508K +1,075 +1%
SIC
140
Schwartz Investment Counsel
Michigan
$40.8M -$2.36M -5,000 -5%
CAI
141
Capital Advisors Inc
Oklahoma
$40.5M +$2.29M +4,835 +6%
Nomura Asset Management
142
Nomura Asset Management
Japan
$40M +$4.76M +10,064 +14%
USAA
143
United Services Automobile Association
Texas
$39.9M -$1.6M -3,383 -4%
MAM
144
Martingale Asset Management
Massachusetts
$39.6M -$188K -398 -0.5%
BAM
145
Berkshire Asset Management
Pennsylvania
$39.4M -$312K -660 -0.8%
Natixis Advisors
146
Natixis Advisors
Massachusetts
$39.4M +$2.86M +6,045 +8%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$39.4M -$1.07M -2,253 -3%
HIIFS
148
Harel Insurance Investments & Financial Services
Israel
$39.4M -$14.6M -30,955 -27%
Canada Pension Plan Investment Board
149
Canada Pension Plan Investment Board
Ontario, Canada
$39.1M -$5.79M -12,257 -13%
PFP
150
Pinnacle Financial Partners
Tennessee
$38.8M -$1.55M -3,285 -4%
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