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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 %
CAL
1651
Capital Advisors Ltd
Ohio
$423K +$15.2K +33 +4%
FMWA
1652
Forvis Mazars Wealth Advisors
Missouri
$422K -$147K -319 -26%
HIM
1653
Hanlon Investment Management
New Jersey
$419K -$123K -267 -23%
SAMT
1654
Select Asset Management & Trust
Pennsylvania
$418K – – –
XWM
1655
Xcel Wealth Management
Florida
$417K -$69.1K -150 -14%
FCP
1656
Fidelis Capital Partners
Florida
$416K +$75K +163 +22%
MHR
1657
Matthew Hamilton Rosenberg
$415K -$9.21K -20 -2%
LA
1658
Latitude Advisors
Florida
$415K +$36.8K +80 +10%
OHWP
1659
Oak Harbor Wealth Partners
North Carolina
$414K +$460 +1 +0.1%
QCM
1660
Qsemble Capital Management
New York
$414K -$967K -2,100 -70%
CAS
1661
CTC Alternative Strategies
Illinois
$414K +$414K +900 New
AWA
1662
Acorn Wealth Advisors
Michigan
$414K +$1.38K +3 +0.3%
SSG
1663
Summit Securities Group
New York
$413K -$113K -246 -22%
PWS
1664
Private Wealth Strategies
Ohio
$413K -$6.45K -14 -2%
BONH
1665
Bank of New Hampshire
New Hampshire
$413K – – –
WFS
1666
Widmann Financial Services
Maryland
$412K +$12.4K +27 +3%
SRIM
1667
Saratoga Research & Investment Management
California
$411K -$3.22K -7 -0.8%
GCA
1668
Genesee Capital Advisors
New York
$411K +$2.3K +5 +0.6%
IWA
1669
Intercontinental Wealth Advisors
Texas
$410K +$6.91K +15 +2%
WA
1670
WealthTrust Axiom
Pennsylvania
$408K -$111K -240 -21%
AF
1671
Alerus Financial
North Dakota
$408K -$11K -24 -3%
LAM
1672
LifePro Asset Management
California
$407K +$92.5K +201 +29%
RCM
1673
Raleigh Capital Management
North Carolina
$405K -$24.4K -53 -6%
NPF
1674
Norris Perne & French
Michigan
$405K – – –
TNBTD
1675
Trustmark National Bank Trust Department
Mississippi
$404K -$240K -521 -37%
65 66
67
68 69