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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 %
SSWM
1701
Sheets Smith Wealth Management
North Carolina
$399K +$3.31K +7 +0.8%
BCM
1702
Bienville Capital Management
New York
$399K – – –
AC
1703
Allstate Corporation
Illinois
$398K -$6.16M -13,036 -94%
MFWP
1704
Mosaic Family Wealth Partners
Missouri
$397K – – –
RWMG
1705
Redwood Wealth Management Group
New Jersey
$396K +$1.89K +4 +0.5%
DZ Bank
1706
DZ Bank
Germany
$396K +$348K +736 +736%
AUB
1707
Atlantic Union Bankshares
Virginia
$394K -$474K -1,003 -55%
WF
1708
WoodTrust Financial
Wisconsin
$393K +$393K +832 New
BCM
1709
Becker Capital Management
Oregon
$391K +$82.3K +174 +27%
BM
1710
Belfer Management
New York
$391K +$34.5K +73 +10%
BFA
1711
Bill Few Associates
Pennsylvania
$389K +$35K +74 +10%
LA
1712
Latitude Advisors
Florida
$388K -$54.3K -115 -12%
TLFA
1713
True Link Financial Advisors
California
$387K – – –
AP
1714
Antipodes Partners
Australia
$387K -$654K -1,384 -63%
AWA
1715
Amplius Wealth Advisors
Pennsylvania
$385K +$9.93K +21 +3%
LA
1716
LVW Advisors
New York
$384K +$124K +262 +48%
DCM
1717
Dimension Capital Management
Florida
$381K -$127K -269 -25%
FCB
1718
First County Bank
Connecticut
$380K +$10.4K +22 +3%
JIC
1719
Joel Isaacson & Co
New York
$380K -$28.4K -60 -7%
CWM
1720
Calamos Wealth Management
Illinois
$379K -$3.31K -7 -0.9%
VFPI
1721
Vantage Financial Partners (Illinois)
Illinois
$378K -$4.73K -10 -1%
DAM
1722
Delta Asset Management
Tennessee
$378K +$48.2K +102 +15%
CCIA
1723
Cherry Creek Investment Advisors
Colorado
$378K +$4.73K +10 +1%
E
1724
ETFidea
New York
$378K – – –
SFP
1725
Sandbox Financial Partners
Maryland
$376K -$3.31K -7 -0.9%
67 68
69
70 71