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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 %
LWA
1676
Lineweaver Wealth Advisors
Ohio
$403K +$403K +874 New
EW
1677
Evoke Wealth
California
$403K +$186K +405 +86%
SIC
1678
Sigma Investment Counselors
Michigan
$403K -$19.8K -43 -5%
WDC
1679
Woodward Diversified Capital
California
$402K -$14.3K -31 -3%
FDS
1680
Freedom Day Solutions
Texas
$402K -$50.6K -110 -11%
DAM
1681
Delta Asset Management
Tennessee
$400K +$31.3K +68 +9%
TW
1682
Transform Wealth
Colorado
$399K -$51.5K -112 -11%
OCBCO
1683
Oversea-Chinese Banking Corp (OCBC)
Singapore
$399K -$5.99K -13 -1%
CGIM
1684
Capital Group Investment Management
Singapore
$399K -$5.99K -13 -1%
RWMG
1685
Redwood Wealth Management Group
New Jersey
$398K +$12.4K +27 +3%
CPA
1686
Court Place Advisors
Maryland
$397K – – –
PG
1687
Prostatis Group
Maryland
$396K +$395K +296,218 +33,738%
PSCM
1688
Per Stirling Capital Management
Texas
$390K -$3.68K -8 -0.9%
LC
1689
Lindbrook Capital
California
$390K -$42.8K -93 -10%
PIA
1690
Perennial Investment Advisors
California
$390K -$18.9K -41 -5%
PHS
1691
Pekin Hardy Strauss
Illinois
$389K – – –
SSWM
1692
Sheets Smith Wealth Management
North Carolina
$389K +$460 +1 +0.1%
BCM
1693
Bienville Capital Management
New York
$389K – – –
CB
1694
Centennial Bank
Arkansas
$388K -$283K -615 -42%
BFO
1695
Biltmore Family Office
North Carolina
$388K -$5.06K -11 -1%
CFO
1696
Callan Family Office
Pennsylvania
$388K +$33.6K +73 +9%
BB
1697
Bell Bank
North Dakota
$387K -$26.7K -58 -6%
AC
1698
Allstate Corporation
Illinois
$387K – – –
CWC
1699
Carolinas Wealth Consulting
North Carolina
$387K -$2.75K -190 -0.7%
FHC
1700
First Heartland Consultants
Missouri
$387K -$45.6K -99 -11%
66 67
68
69 70