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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 %
FC
1526
Forte Capital
New York
$533K -$61.2K -133 -10%
BFA
1527
Beaumont Financial Advisors
Massachusetts
$531K +$37.8K +82 +8%
KIA
1528
KLR Investment Advisors
Rhode Island
$531K +$14.7K +32 +3%
HAG
1529
HF Advisory Group
Maryland
$531K +$52.9K +115 +11%
ITIM
1530
Indiana Trust & Investment Management
Indiana
$529K +$35.4K +77 +7%
SFG
1531
StrategIQ Financial Group
Indiana
$528K – – –
I2I
1532
Insight 2811 Inc
Illinois
$527K +$5.53K +12 +1%
MIA
1533
MMBG Investment Advisors
Florida
$526K – – –
IAA
1534
Ironsides Asset Advisors
North Carolina
$523K – – –
WA
1535
Waverly Advisors
Alabama
$522K +$460 +1 +0.1%
MC
1536
Matisse Capital
Oregon
$522K – – –
RMDI
1537
R.M. Davis Inc
Maine
$521K -$38.7K -84 -7%
SNBOSCI
1538
Security National Bank of Sioux City Iowa
Iowa
$518K +$518K +1,126 New
GWANC
1539
Guardian Wealth Advisors (North Carolina)
North Carolina
$517K +$60.3K +131 +13%
LJCM
1540
Lee Johnson Capital Management
Texas
$517K – – –
HIM
1541
Hillsdale Investment Management
Ontario, Canada
$516K +$9.21K +20 +2%
FBB
1542
Fulton Breakefield Broenniman
Maryland
$514K -$1.38K -3 -0.3%
AWAP
1543
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$513K +$2.3K +5 +0.5%
PCMC
1544
Private Capital Management (Colorado)
Colorado
$512K -$2.76K -6 -0.5%
ABC
1545
Associated Banc-Corp
Wisconsin
$512K +$14.3K +31 +3%
PIP
1546
Peachtree Investment Partners
Florida
$512K -$84.7K -184 -14%
DWM
1547
Dechtman Wealth Management
Colorado
$511K +$511K +1,111 New
IP
1548
Ignite Planners
California
$511K -$19.7K -43 -4%
SFS
1549
Stiles Financial Services
Minnesota
$511K +$118K +256 +30%
LB
1550
Legacy Bridge
Iowa
$511K – – –
60 61
62
63 64