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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 %
FMP
1551
Financial Management Professionals
Texas
$509K +$28.6K +62 +6%
NWM
1552
Northwest Wealth Management
Iowa
$508K -$9.67K -21 -2%
VCAM
1553
Van Cleef Asset Management
Ohio
$506K +$46K +100 +10%
QCIG
1554
Quad-Cities Investment Group
Iowa
$506K +$47K +102 +10%
SIC
1555
Sterling Investment Counsel
New York
$503K – – –
CWP
1556
CFM Wealth Partners
Texas
$502K -$5.53K -12 -1%
BFIM
1557
Beese Fulmer Investment Management
Ohio
$502K -$13.8K -30 -3%
CC
1558
Copperleaf Capital
North Carolina
$501K +$2.76K +6 +0.6%
GFP
1559
Gryphon Financial Partners
Ohio
$501K -$26.7K -58 -5%
WF
1560
Wayfinding Financial
Washington
$500K -$72.2K -161 -13%
ABLA
1561
Alan B. Lancz & Associates
Ohio
$500K – – –
SAM
1562
SignalPoint Asset Management
Missouri
$499K – – –
FA
1563
Faithward Advisors
Pennsylvania
$499K -$9.54K -21 -2%
CM
1564
Capula Management
Cayman Islands
$497K +$173K +376 +53%
MAG
1565
MRA Advisory Group
New Jersey
$495K -$20.7K -45 -4%
CAWM
1566
Capital Advisors Wealth Management
Washington
$494K +$20.3K +44 +4%
KWM
1567
Kolinsky Wealth Management
New Jersey
$494K +$25.2K +55 +5%
LAIC
1568
Lederer & Associates Investment Counsel
California
$494K -$862K -1,870 -64%
CPA
1569
Cardiff Park Advisors
California
$491K +$1.84K +4 +0.4%
TFA
1570
Teamwork Financial Advisors
Texas
$490K -$11.1K -24 -2%
PGIM
1571
Pacific Global Investment Management
California
$490K +$5.99K +13 +1%
LIG
1572
Lokken Investment Group
Delaware
$490K +$460 +1 +0.1%
CIM
1573
Chapman Investment Management
California
$488K – – –
BFA
1574
BMS Financial Advisors
South Dakota
$487K -$219K -476 -31%
TBNY
1575
Trustco Bank (New York)
New York
$487K – – –
61 62
63
64 65