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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 %
TIAM2
1601
Tru Independence Asset Management 2
Oregon
$481K +$481K +1,018 New
OGC
1602
Oak Grove Capital
New Hampshire
$480K -$213K -450 -31%
CWP
1603
Concord Wealth Partners
Virginia
$478K -$185K -392 -28%
AT
1604
Arden Trust
Delaware
$478K -$479K -1,013 -50%
LA
1605
Lifeworks Advisors
Michigan
$477K +$137K +289 +40%
CBFP
1606
Cedar Brook Financial Partners
Ohio
$477K -$39.7K -84 -8%
SWA
1607
SFMG Wealth Advisors
Texas
$475K +$37.4K +79 +9%
HC
1608
Hourglass Capital
Texas
$473K – – –
VCAM
1609
Van Cleef Asset Management
Ohio
$473K – – –
AF
1610
Affiance Financial
Minnesota
$473K – – –
T
1611
TrueFG
Texas
$473K – – –
DA
1612
Detalus Advisors
Missouri
$472K -$1.89K -4 -0.4%
BG
1613
Benedetti & Gucer
Georgia
$472K +$472K +999 New
QCIG
1614
Quad-Cities Investment Group
Iowa
$471K +$10.9K +23 +2%
MAM
1615
Milestone Asset Management
Pennsylvania
$471K +$247K +522 +110%
NCM
1616
NCM Capital Management
New Jersey
$471K -$26K -55 -5%
OCG
1617
Opus Capital Group
Ohio
$471K +$35.9K +76 +8%
GWANC
1618
Guardian Wealth Advisors (North Carolina)
North Carolina
$469K +$44.4K +94 +10%
HFM
1619
Harvest Fund Management
China
$468K -$954K -2,020 -67%
BDA
1620
Borer Denton & Associates
Pennsylvania
$468K +$218K +461 +87%
1IA
1621
1620 Investment Advisors
Massachusetts
$467K -$376K -796 -45%
PI
1622
PEAK6 Investments
Illinois
$466K +$465K +984 +32,800%
FPCP
1623
Fort Point Capital Partners
California
$466K – – –
FDS
1624
Freedom Day Solutions
Texas
$464K +$945 +2 +0.2%
UF
1625
Univest Financial
Pennsylvania
$464K -$42.1K -89 -8%
63 64
65
66 67