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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 %
KIG
1476
Kennedy Investment Group
New Jersey
$608K – – –
FRM
1477
Fox Run Management
Connecticut
$607K +$607K +1,285 New
WFM
1478
Wolff Financial Management
Michigan
$604K -$8.03K -17 -1%
WF
1479
Wayfinding Financial
Washington
$603K +$206K +436 +52%
GWCM
1480
Godshalk Welsh Capital Management
Pennsylvania
$603K – – –
DWA
1481
Douglass Winthrop Advisors
New York
$602K – – –
AI
1482
AXS Investments
New York
$602K -$18.9K -40 -3%
NAS
1483
Nicolet Advisory Services
Wisconsin
$595K +$98K +200 +20%
FCA
1484
FLC Capital Advisors
California
$593K -$43K -91 -7%
MFC
1485
Mechanics Financial Corp
Ohio
$591K – – –
II
1486
Inspire Investing
Idaho
$589K +$7.56K +16 +1%
RGF
1487
Retirement Guys Formula
Ohio
$588K +$30.3K +64 +5%
KCM
1488
KLK Capital Management
California
$587K +$10.9K +23 +2%
KFA
1489
Kapstone Financial Advisors
Ohio
$587K – – –
CA
1490
Cresta Advisors
Texas
$585K – – –
FMWA
1491
Forvis Mazars Wealth Advisors
Missouri
$584K +$31.2K +66 +6%
AAB
1492
ABN AMRO Bank
Netherlands
$583K +$583K +1,230 New
AC
1493
Abbrea Capital
California
$580K +$4.73K +10 +0.8%
SIG
1494
Sargent Investment Group
Maryland
$578K +$4.38K +9 +0.8%
BLC
1495
Brown, Lisle/Cummings
Rhode Island
$578K -$16.1K -34 -3%
FWM
1496
Fingerlakes Wealth Management
New York
$577K +$4.26K +9 +0.7%
BCM
1497
Barometer Capital Management
Ontario, Canada
$577K -$13.7M -29,009 -96%
GAM
1498
Grandview Asset Management
Pennsylvania
$576K -$18.4K -39 -3%
IP
1499
Ignite Planners
California
$575K -$57.6K -116 -9%
LMKC
1500
L.M. Kohn & Company
Ohio
$575K +$86K +182 +18%
58 59
60
61 62