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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 %
VT
1676
Vise Technologies
New York
$419K -$77.1K -163 -16%
GCA
1677
Genesee Capital Advisors
New York
$419K +$5.2K +11 +1%
CAL
1678
Capital Advisors Ltd
Ohio
$419K -$213K -451 -34%
SFG
1679
Sather Financial Group
Texas
$416K -$35.6M -75,313 -99%
OCBCO
1680
Oversea-Chinese Banking Corp (OCBC)
Singapore
$416K -$1.23M -2,598 -75%
CGIM
1681
Capital Group Investment Management
Singapore
$416K -$38.3K -81 -8%
NPF
1682
Norris Perne & French
Michigan
$416K -$14.2K -30 -3%
AI
1683
AdvisorShares Investments
Maryland
$414K -$23.6K -50 -5%
IWA
1684
Intercontinental Wealth Advisors
Texas
$414K -$1.89K -4 -0.5%
NFA
1685
Northern Financial Advisors
Michigan
$410K -$36.9K -78 -8%
WFS
1686
Widmann Financial Services
Maryland
$410K +$9.46K +20 +2%
PG
1687
Prostatis Group
Maryland
$410K +$14.5K +31 +4%
JSW
1688
Journey Strategic Wealth
New Jersey
$410K -$113K -239 -22%
CPA
1689
Court Place Advisors
Maryland
$408K – – –
CPC
1690
Congress Park Capital
New York
$407K -$702K -1,485 -63%
FPWM
1691
FSB Premier Wealth Management
Iowa
$406K +$153K +324 +61%
MW
1692
MBL Wealth
North Carolina
$405K +$13.7K +29 +4%
OPA
1693
Old Port Advisors
Maine
$405K -$48.8K -100 -11%
PSCM
1694
Per Stirling Capital Management
Texas
$405K -$80.9K -171 -17%
SMH
1695
Sanders Morris Harris
Texas
$404K -$506K -1,070 -56%
SFS
1696
Stiles Financial Services
Minnesota
$404K +$73.7K +156 +22%
BFO
1697
Biltmore Family Office
North Carolina
$403K +$945 +2 +0.2%
SIC
1698
Salem Investment Counselors
North Carolina
$401K +$44.9K +95 +13%
PHS
1699
Pekin Hardy Strauss
Illinois
$399K -$2.36K -5 -0.6%
AMR
1700
Asset Management Resources
Massachusetts
$399K -$8.99K -19 -2%
66 67
68
69 70