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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
$368M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$277M
3
Marshall Wace
Marshall Wace
United Kingdom
$178M
4
Two Sigma Investments
Two Sigma Investments
New York
$224M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$158M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.55B
2
Capital World Investors
Capital World Investors
California
$3.45B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$254M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.14B
5
MMA
Mizuho Markets Americas
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
151
BOK Financial
Oklahoma
$37.3M +$326K +709 +0.9%
PFP
152
Pinnacle Financial Partners
Tennessee
$37M -$877K -1,904 -2%
Creative Planning
153
Creative Planning
Kansas
$36.5M +$1.34M +2,903 +4%
Natixis Advisors
154
Natixis Advisors
Massachusetts
$36.5M -$1.89M -4,114 -5%
OWP
155
Obermeyer Wealth Partners
Colorado
$36M -$1.37M -2,981 -4%
PHAM
156
Pacific Heights Asset Management
California
$35.9M – – –
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$35.6M -$2.82M -6,121 -7%
MWM
158
Moran Wealth Management
Florida
$35.2M -$1.06M -2,297 -3%
BFM
159
Boston Financial Management
Massachusetts
$35.1M -$10.6K -23 -0%
WIC
160
Willis Investment Counsel
Georgia
$34.8M +$18.4K +40 +0.1%
CPSAC
161
Chas P. Smith & Associates (CPS)
Florida
$34.7M +$990K +2,150 +3%
MNG
162
Manning & Napier Group
New York
$34.6M +$3.9M +8,472 +13%
CI
163
Conning Inc
Connecticut
$34.4M +$167K +363 +0.5%
SF
164
Synovus Financial
Georgia
$34.4M +$554K +1,203 +2%
MIS
165
Morningstar Investment Services
Illinois
$34.4M -$12.6M -27,747 -27%
TAM
166
Tocqueville Asset Management
New York
$33.9M -$29K -63 -0.1%
CAN
167
Cetera Advisor Networks
California
$33.1M +$1.68M +3,649 +5%
LCAM
168
London & Capital Asset Management
United Kingdom
$33.1M -$2.22M -4,820 -6%
GLA
169
Great Lakes Advisors
Illinois
$32.8M -$8.45M -18,349 -20%
AP
170
Atwood & Palmer
Missouri
$32.1M -$2.67M -5,800 -8%
SOMRS
171
State of Michigan Retirement System
Michigan
$32M -$460K -1,000 -1%
ECM
172
Element Capital Management
New York
$31.2M +$705K +1,531 +2%
MIM
173
MetLife Investment Management
New Jersey
$30.7M -$502K -1,091 -2%
ASRS
174
Arizona State Retirement System
Arizona
$30M +$345K +750 +1%
RC
175
Randolph Company
Ohio
$29.7M -$30.8K -67 -0.1%
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