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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 %
BWFA
1526
Baltimore-Washington Financial Advisors
Maryland
$538K -$2.36K -5 -0.4%
KFS
1527
Kelly Financial Services
Massachusetts
$538K +$12.3K +26 +2%
IAA
1528
Ironsides Asset Advisors
North Carolina
$537K – – –
MC
1529
Matisse Capital
Oregon
$536K – – –
WA
1530
Waverly Advisors
Alabama
$535K +$125K +265 +31%
I2I
1531
Insight 2811 Inc
Illinois
$535K -$56.7K -120 -10%
KA
1532
KLCM Advisors
Wisconsin
$534K +$10.4K +22 +2%
WA
1533
WealthTrust Axiom
Pennsylvania
$532K – – –
NWM
1534
Northwest Wealth Management
Iowa
$531K +$229K +485 +76%
LJCM
1535
Lee Johnson Capital Management
Texas
$530K -$1.47M -3,103 -73%
KIA
1536
KLR Investment Advisors
Rhode Island
$530K -$139K -294 -21%
BFIM
1537
Beese Fulmer Investment Management
Ohio
$530K -$63.8K -135 -11%
FBB
1538
Fulton Breakefield Broenniman
Maryland
$530K +$1.42K +3 +0.3%
MAG
1539
MRA Advisory Group
New Jersey
$529K +$52K +110 +11%
PCMC
1540
Private Capital Management (Colorado)
Colorado
$529K -$7.09K -15 -1%
ALAM
1541
Asahi Life Asset Management
Japan
$529K -$15.1K -32 -3%
FFA
1542
Founders Financial Alliance
North Carolina
$527K +$45.9K +96 +10%
MA
1543
MCF Advisors
Kentucky
$525K – – –
KFSC
1544
Keystone Financial Services (Colorado)
Colorado
$525K +$5.67K +12 +1%
LB
1545
Legacy Bridge
Iowa
$525K – – –
AWAP
1546
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$525K -$163K -345 -24%
TFA
1547
Tranquilli Financial Advisor
New Jersey
$524K +$167K +354 +47%
VI
1548
Versor Investments
New York
$521K -$520K -1,100 -50%
SWA
1549
Sutton Wealth Advisors
Florida
$521K -$452K -957 -46%
CWP
1550
CFM Wealth Partners
Texas
$521K – – –
60 61
62
63 64