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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 %
RMDI
1501
R.M. Davis Inc
Maine
$574K -$28.8K -61 -5%
DWM
1502
Darwin Wealth Management
Florida
$574K -$303K -618 -35%
FANJ
1503
Financial Architects (New Jersey)
New Jersey
$572K -$32.6K -69 -5%
HAFS
1504
Hapanowicz & Associates Financial Services
Pennsylvania
$570K – – –
CIC
1505
Crawford Investment Counsel
Georgia
$569K -$195K -413 -26%
PWAM
1506
Pinnacle West Asset Management
Wyoming
$567K +$567K +1,200 New
FCFC
1507
First Commonwealth Financial Corp
Pennsylvania
$559K -$44K -93 -7%
KA
1508
Kozak & Associates
Colorado
$559K +$7.09K +15 +1%
SWA
1509
SOA Wealth Advisors
New York
$558K +$6.15K +13 +1%
PCA
1510
Pallas Capital Advisors
Massachusetts
$558K +$41.4K +86 +8%
HIM
1511
Hanlon Investment Management
New Jersey
$557K +$5.67K +12 +1%
BCG
1512
Breakwater Capital Group
New Jersey
$555K -$25.1K -53 -4%
TL
1513
Tradewinds LLC
North Carolina
$555K +$555K +1,173 New
WKWM
1514
Walter & Keenan Wealth Management
Indiana
$555K -$307K -650 -36%
MIA
1515
MMBG Investment Advisors
Florida
$553K – – –
PFBT
1516
Parkside Financial Bank & Trust
Missouri
$553K -$10.9K -23 -2%
AIP
1517
Almanack Investment Partners
Pennsylvania
$548K -$4.73K -10 -0.9%
BB
1518
Berkshire Bank
Massachusetts
$548K -$40.2K -85 -7%
TWM
1519
Tradition Wealth Management
Minnesota
$547K +$391K +826 +250%
SFG
1520
StrategIQ Financial Group
Indiana
$542K – – –
GFP
1521
Gryphon Financial Partners
Ohio
$542K -$3.78K -8 -0.7%
SSG
1522
Summit Securities Group
New York
$541K -$2.56M -5,408 -83%
LB
1523
Leo Brokerage
Texas
$541K +$541K +1,144 New
KWM
1524
Keebeck Wealth Management
Illinois
$539K +$11.3K +24 +2%
TCM
1525
Triumph Capital Management
Colorado
$539K +$297K +628 +123%
59 60
61
62 63