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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 %
NAS
1576
Nicolet Advisory Services
Wisconsin
$486K -$73.9K -160 -13%
KFSC
1577
Keystone Financial Services (Colorado)
Colorado
$485K -$25.8K -56 -5%
MM
1578
Meridian Management
Arkansas
$485K +$4.14K +9 +0.9%
RFA
1579
Register Financial Advisors
Georgia
$483K +$11.5K +25 +2%
CWS
1580
Confluence Wealth Services
Pennsylvania
$482K +$2.3K +5 +0.5%
EP
1581
Edgestream Partners
New Jersey
$480K -$1.5M -3,266 -76%
CPC
1582
Consolidated Planning Corp
Georgia
$480K +$193K +419 +67%
LG
1583
LaFleur & Godfrey
Michigan
$479K +$460 +1 +0.1%
Capstone Investment Advisors
1584
Capstone Investment Advisors
New York
$479K +$366K +795 +324%
GC
1585
Gilbert & Cook
Iowa
$478K +$37.3K +81 +8%
DGAM
1586
Desjardins Global Asset Management
Quebec, Canada
$477K – – –
FAG
1587
Fortitude Advisory Group
Washington
$475K +$24.9K +54 +6%
Massachusetts Financial Services
1588
Massachusetts Financial Services
Massachusetts
$474K +$474K +1,030 New
LSA
1589
Lion Street Advisors
Texas
$474K +$151K +454 +47%
SWM
1590
SFG Wealth Management
Maryland
$474K +$45.1K +98 +11%
MPI
1591
Mairs & Power Inc
Minnesota
$473K – – –
MBT
1592
Montecito Bank & Trust
California
$472K -$34.1K -74 -7%
FPCP
1593
Fort Point Capital Partners
California
$472K +$18.4K +40 +4%
GWM
1594
Greenhouse Wealth Management
Connecticut
$472K – – –
GLAM
1595
Gardner Lewis Asset Management
Pennsylvania
$471K +$471K +1,023 New
MSS
1596
Mitchell Sinkler & Starr
Pennsylvania
$471K – – –
CPG
1597
Cornerstone Planning Group
New Jersey
$470K +$470K +1,020 New
AGP
1598
Autumn Glory Partners
Texas
$470K +$470K +1,020 New
UF
1599
Univest Financial
Pennsylvania
$469K +$17.5K +38 +4%
FLPIM
1600
F.L. Putnam Investment Management
Massachusetts
$468K +$24.9K +54 +6%
62 63
64
65 66