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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 %
XWM
1576
Xcel Wealth Management
Florida
$499K -$70.9K -150 -12%
CS
1577
Crescent Sterling
Louisiana
$498K +$15.1K +32 +3%
PGIM
1578
Pacific Global Investment Management
California
$497K -$49.6K -105 -9%
GCMG
1579
Gyroscope Capital Management Group
Florida
$496K +$236K +500 +91%
CS
1580
Comerica Securities
Michigan
$496K +$250K +528 +101%
MM
1581
Meridian Management
Arkansas
$494K – – –
FMP
1582
Financial Management Professionals
Texas
$493K -$30.3K -64 -6%
CWS
1583
Confluence Wealth Services
Pennsylvania
$492K +$18.4K +39 +4%
LG
1584
LaFleur & Godfrey
Michigan
$492K -$1.42K -3 -0.3%
HAG
1585
HF Advisory Group
Maryland
$491K +$78K +165 +19%
ISWM
1586
Independent Solutions Wealth Management
New York
$491K -$132K -279 -21%
DGAM
1587
Desjardins Global Asset Management
Quebec, Canada
$490K -$215K -455 -31%
AP
1588
Advisors Preferred
Maryland
$487K -$122K -250 -20%
CAWM
1589
Capital Advisors Wealth Management
Washington
$487K -$3.78K -8 -0.8%
TNA
1590
True North Advisors
Texas
$487K – – –
CWC
1591
Carolinas Wealth Consulting
North Carolina
$486K +$1.3K +72 +0.3%
HCM
1592
Highview Capital Management
Illinois
$486K +$23.2K +49 +5%
IA
1593
Insight Advisors
Pennsylvania
$486K +$260K +550 +115%
MPI
1594
Mairs & Power Inc
Minnesota
$486K +$486K +1,028 New
BA
1595
Ballast Advisors
Minnesota
$485K +$3.78K +8 +0.8%
KWM
1596
Kolinsky Wealth Management
New Jersey
$485K -$3.31K -7 -0.7%
GWM
1597
Greenhouse Wealth Management
Connecticut
$484K – – –
RFA
1598
Register Financial Advisors
Georgia
$484K +$94.6K +200 +24%
MSS
1599
Mitchell Sinkler & Starr
Pennsylvania
$483K +$188K +397 +64%
FAM
1600
Formidable Asset Management
Ohio
$482K -$5.83K -12 -1%
62 63
64
65 66