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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 %
BA
1601
Ballast Advisors
Minnesota
$468K -$4.6K -10 -1%
SW
1602
SkyOak Wealth
Michigan
$465K +$46.5K +101 +11%
IA
1603
Inspire Advisors
Idaho
$463K +$27.6K +60 +6%
PWM
1604
Prentice Wealth Management
New York
$462K +$14.7K +32 +3%
IA
1605
Insight Advisors
Pennsylvania
$462K -$11K -24 -2%
PI
1606
PEAK6 Investments
Illinois
$462K +$7.37K +16 +2%
NCM
1607
NCM Capital Management
New Jersey
$461K +$2.3K +5 +0.5%
CCP
1608
Clough Capital Partners
Massachusetts
$460K -$1.34M -2,900 -74%
WAM
1609
Wolverine Asset Management
Illinois
$460K -$921K -2,000 -67%
HC
1610
Hourglass Capital
Texas
$460K – – –
AF
1611
Affiance Financial
Minnesota
$460K – – –
T
1612
TrueFG
Texas
$460K – – –
OCG
1613
Opus Capital Group
Ohio
$459K – – –
NB
1614
Nicolet Bankshares
Wisconsin
$459K -$27.6K -60 -6%
BWFA
1615
Baltimore-Washington Financial Advisors
Maryland
$457K -$67.2K -146 -13%
FAM
1616
Formidable Asset Management
Ohio
$457K – – –
BDA
1617
Borer Denton & Associates
Pennsylvania
$455K – – –
AP
1618
Advisors Preferred
Maryland
$453K -$9.71K -21 -2%
WBC
1619
Westpac Banking Corp
Australia
$453K -$10M -21,740 -96%
KP
1620
Keel Point
Alabama
$451K +$8.29K +18 +2%
SMA
1621
Sage Mountain Advisors
Georgia
$451K +$4.14K +9 +0.9%
PCMF
1622
Private Capital Management (Florida)
Florida
$451K +$451K +979 New
CBFP
1623
Cedar Brook Financial Partners
Ohio
$450K -$15.2K -33 -3%
EFG
1624
Everhart Financial Group
Ohio
$450K +$26.2K +57 +6%
SIC
1625
Salem Investment Counselors
North Carolina
$448K +$57.5K +125 +15%
63 64
65
66 67