LMT icon

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 %
TW
1626
Transform Wealth
Colorado
$463K -$14.2K -30 -3%
FAG
1627
Fortitude Advisory Group
Washington
$462K -$122K -259 -21%
AFAS
1628
Acorn Financial Advisory Services
Virginia
$461K +$64.3K +136 +16%
CRI
1629
Colonial River Investments
Virginia
$461K -$22.2K -47 -5%
LSA
1630
Lion Street Advisors
Texas
$460K +$17.5K +37 +4%
PWM
1631
Prentice Wealth Management
New York
$459K -$4.73K -10 -1%
SRC
1632
Shufro Rose & Co
New York
$459K -$2.84K -6 -0.6%
SMA
1633
Sage Mountain Advisors
Georgia
$459K +$459K +970 New
SWM
1634
Sculati Wealth Management
Michigan
$458K -$184K -390 -29%
FAT
1635
First American Trust
California
$458K +$2.36K +5 +0.5%
AT
1636
American Trust
Kentucky
$456K +$5.67K +12 +1%
FLPIM
1637
F.L. Putnam Investment Management
Massachusetts
$455K -$118K -249 -21%
KP
1638
Keel Point
Alabama
$454K -$41.6K -88 -8%
SFI
1639
Siemens Fonds Invest
Germany
$453K -$24.6K -52 -5%
GC
1640
Gilbert & Cook
Iowa
$452K +$4.26K +9 +0.9%
JHP
1641
James Hambro & Partners
United Kingdom
$449K -$92.1K -195 -17%
AMCA
1642
Arthur M. Cohen & Associates
Illinois
$449K -$16.1K -34 -3%
LCM
1643
Liberty Capital Management
Michigan
$447K +$11.8K +25 +3%
BPWM
1644
Badgley Phelps Wealth Managers
Washington
$447K +$130K +275 +41%
IA
1645
Inspire Advisors
Idaho
$447K +$1.42K +3 +0.3%
BIP
1646
Blueprint Investment Partners
North Carolina
$445K -$234K -495 -34%
LC
1647
Lindbrook Capital
California
$445K +$116K +245 +35%
FHC
1648
First Heartland Consultants
Missouri
$444K -$7.1K -15 -2%
EI
1649
EDMP Inc
Florida
$443K +$473 +1 +0.1%
MAA
1650
Mraz Amerine & Associates
California
$442K – – –
64 65
66
67 68