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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 %
FFA
1501
Founders Financial Alliance
North Carolina
$566K +$59.4K +129 +12%
MA
1502
MCF Advisors
Kentucky
$564K +$52.9K +115 +10%
MG
1503
Mather Group
Illinois
$563K -$168K -364 -23%
CS
1504
Crescent Sterling
Louisiana
$563K +$77.8K +169 +16%
BMCM
1505
Burns Matteson Capital Management
New York
$562K +$562K +1,220 New
AIP
1506
Almanack Investment Partners
Pennsylvania
$559K +$25.3K +55 +5%
SSWM
1507
Strait & Sound Wealth Management
California
$559K -$268K -583 -32%
KCM
1508
KLK Capital Management
California
$557K -$14.7K -32 -3%
FWM
1509
Fingerlakes Wealth Management
New York
$557K -$5.06K -11 -0.9%
HAFS
1510
Hapanowicz & Associates Financial Services
Pennsylvania
$555K – – –
BHPW
1511
Beverly Hills Private Wealth
California
$551K +$201K +450 +57%
KFS
1512
Kelly Financial Services
Massachusetts
$551K +$26.2K +57 +5%
KA
1513
Kozak & Associates
Colorado
$551K +$3.7K +8 +0.7%
SIG
1514
Sargent Investment Group
Maryland
$550K +$3.22K +7 +0.6%
MAC
1515
Mason & Associates (California)
California
$548K +$55.2K +120 +11%
SWA
1516
SOA Wealth Advisors
New York
$547K +$3.68K +8 +0.7%
SWA
1517
Sutton Wealth Advisors
Florida
$546K +$38.7K +84 +8%
PWAM
1518
Pinnacle West Asset Management
Wyoming
$546K -$6.91K -15 -1%
LB
1519
Leo Brokerage
Texas
$546K +$18.9K +41 +4%
Fiera Capital (Canada)
1520
Fiera Capital (Canada)
Quebec, Canada
$544K -$104K -225 -16%
BLC
1521
Brown, Lisle/Cummings
Rhode Island
$538K -$24.9K -54 -4%
BB
1522
Berkshire Bank
Massachusetts
$535K +$460 +1 +0.1%
KWM
1523
Keebeck Wealth Management
Illinois
$534K +$9.21K +20 +2%
DZ Bank
1524
DZ Bank
Germany
$534K +$150K +327 +39%
BCG
1525
Breakwater Capital Group
New Jersey
$534K -$6.91K -15 -1%
59 60
61
62 63