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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 %
RFG
1626
Range Financial Group
Oregon
$448K -$38.7K -84 -8%
SRC
1627
Shufro Rose & Co
New York
$448K +$920 +2 +0.2%
1IA
1628
1620 Investment Advisors
Massachusetts
$447K -$8.29K -18 -2%
SC
1629
SRB Corp
Massachusetts
$446K +$95.8K +208 +27%
ISWM
1630
Independent Solutions Wealth Management
New York
$440K -$38.2K -83 -8%
JCM
1631
J2 Capital Management
Michigan
$439K -$62.2K -135 -12%
SFI
1632
Siemens Fonds Invest
Germany
$439K – – –
JHP
1633
James Hambro & Partners
United Kingdom
$438K – – –
AMCA
1634
Arthur M. Cohen & Associates
Illinois
$437K – – –
LCM
1635
Liberty Capital Management
Michigan
$436K – – –
CCP
1636
Carmel Capital Partners
California
$436K +$10.1K +22 +2%
HNWAG
1637
High Net Worth Advisory Group
Florida
$435K +$146K +317 +51%
SWM
1638
Sculati Wealth Management
Michigan
$434K -$12K -26 -3%
OBWG
1639
Onyx Bridge Wealth Group
New York
$434K +$88.4K +192 +26%
CAM
1640
Cozad Asset Management
Illinois
$434K +$16.1K +35 +4%
CCB
1641
Cutter & Co Brokerage
Missouri
$433K +$4.6K +10 +1%
EI
1642
EDMP Inc
Florida
$432K – – –
SWA
1643
SFMG Wealth Advisors
Texas
$431K -$31.3K -68 -7%
MAA
1644
Mraz Amerine & Associates
California
$430K – – –
DA
1645
Detalus Advisors
Missouri
$429K -$30.8K -67 -7%
MF
1646
Meridian Financial
Massachusetts
$429K – – –
GIP
1647
Granite Investment Partners
California
$428K – – –
WFI
1648
West Family Investments
California
$424K +$147K +319 +53%
JIC
1649
Joel Isaacson & Co
New York
$424K +$53.9K +117 +15%
MAM
1650
Milestone Asset Management
Pennsylvania
$423K -$35.9K -78 -8%
64 65
66
67 68