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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 %
PWM
1551
Paulson Wealth Management
Illinois
$521K +$29.3K +62 +6%
TFP
1552
Tilia Fiduciary Partners
North Carolina
$521K +$57.2K +121 +12%
MBT
1553
Montecito Bank & Trust
California
$520K +$139K +293 +36%
HIM
1554
Hillsdale Investment Management
Ontario, Canada
$520K +$494K +1,045 +1,900%
SIC
1555
Sterling Investment Counsel
New York
$516K -$47.3K -100 -8%
OFS
1556
OneAscent Financial Services
Alabama
$516K +$121K +255 +31%
TFA
1557
Teamwork Financial Advisors
Texas
$515K +$38.3K +81 +8%
JCM
1558
J2 Capital Management
Michigan
$515K +$21.3K +45 +4%
ABLA
1559
Alan B. Lancz & Associates
Ohio
$513K – – –
CC
1560
Copperleaf Capital
North Carolina
$512K +$43.5K +92 +9%
SAM
1561
SignalPoint Asset Management
Missouri
$512K – – –
ABC
1562
Associated Banc-Corp
Wisconsin
$511K -$4.26K -9 -0.8%
CM
1563
Columbus Macro
Pennsylvania
$509K +$40.7K +86 +9%
CA
1564
Calton & Associates
Florida
$508K -$146K -309 -22%
BFA
1565
Beaumont Financial Advisors
Massachusetts
$507K +$8.98K +19 +2%
ITIM
1566
Indiana Trust & Investment Management
Indiana
$507K +$79.4K +168 +19%
MAC
1567
Mason & Associates (California)
California
$506K – – –
FA
1568
Faithward Advisors
Pennsylvania
$504K +$148K +329 +42%
Arrowstreet Capital
1569
Arrowstreet Capital
Massachusetts
$504K +$504K +1,066 New
CPA
1570
Cardiff Park Advisors
California
$503K +$1.89K +4 +0.4%
LIG
1571
Lokken Investment Group
Delaware
$503K +$17K +36 +4%
CIM
1572
Chapman Investment Management
California
$501K +$501K +1,060 New
RFG
1573
Range Financial Group
Oregon
$500K -$44.9K -95 -8%
NB
1574
Nicolet Bankshares
Wisconsin
$500K +$143K +303 +40%
TBNY
1575
Trustco Bank (New York)
New York
$500K – – –
61 62
63
64 65