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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
$253M
2
Millennium Management
Millennium Management
New York
$209M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.54B
4
MMC
Mizuho Markets Cayman
Cayman Islands
$106M
5
BG
Bahl & Gaynor
Ohio
$396M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$4.38B
2
GQG Partners
GQG Partners
Florida
$11.4M
3
BlackRock
BlackRock
New York
$7.91B
4
Vanguard Group
Vanguard Group
Pennsylvania
$10.4B
5
Charles Schwab
Charles Schwab
California
$2.57B
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal London Asset Management
151
Royal London Asset Management
United Kingdom
$38.6M -$432K -914 -1%
Alyeska Investment Group
152
Alyeska Investment Group
Illinois
$38.6M +$38.6M +81,624 New
OWP
153
Obermeyer Wealth Partners
Colorado
$38.5M -$775K -1,635 -2%
VDI
154
Vaughan David Investments
Illinois
$38.4M -$10.4K -22 -0%
BF
155
BOK Financial
Oklahoma
$37.9M +$514K +1,087 +1%
MML Investors Services
156
MML Investors Services
Massachusetts
$37.9M -$4.01M -8,486 -10%
OPERF
157
Oregon Public Employees Retirement Fund
Oregon
$37.4M -$871K -1,843 -2%
SFA
158
Spectrum Financial Alliance
Kentucky
$37.3M +$979K +2,072 +3%
MWM
159
Moran Wealth Management
Florida
$37.2M -$1.75M -3,706 -4%
PHAM
160
Pacific Heights Asset Management
California
$36.9M – – –
Mariner
161
Mariner
Kansas
$36.6M +$1.64M +3,465 +5%
LCAM
162
London & Capital Asset Management
United Kingdom
$36.3M -$3.87M -8,189 -10%
Creative Planning
163
Creative Planning
Kansas
$36.1M -$140K -297 -0.4%
BFM
164
Boston Financial Management
Massachusetts
$36M -$662K -1,400 -2%
AP
165
Atwood & Palmer
Missouri
$35.8M -$11.8K -25 -0%
WIC
166
Willis Investment Counsel
Georgia
$35.7M +$295K +623 +0.8%
CI
167
Conning Inc
Connecticut
$35.2M +$308K +653 +0.9%
TAM
168
Tocqueville Asset Management
New York
$34.8M +$77.1K +163 +0.2%
SF
169
Synovus Financial
Georgia
$34.8M +$468K +991 +1%
CPSAC
170
Chas P. Smith & Associates (CPS)
Florida
$34.6M -$1.74M -3,688 -5%
Squarepoint
171
Squarepoint
New York
$33.9M +$22.3M +47,148 +192%
AB
172
Amalgamated Bank
New York
$33.9M +$3.85M +8,136 +13%
SOMRS
173
State of Michigan Retirement System
Michigan
$33.3M -$473K -1,000 -1%
CSS
174
Cubist Systematic Strategies
Connecticut
$33M +$31.6M +66,939 +2,253%
SO
175
STRS Ohio
Ohio
$32.6M -$2.52M -5,337 -7%
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