LMT icon

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 %
CASB
1726
Cape Ann Savings Bank
Massachusetts
$376K +$3.78K +8 +1%
OWA
1727
Octavia Wealth Advisors
Ohio
$374K -$21.7K -46 -5%
BFA
1728
Bragg Financial Advisors
North Carolina
$374K – – –
SI
1729
Saxon Interests
Texas
$374K +$1.42K +3 +0.4%
BS
1730
Bessemer Securities
New York
$373K – – –
MTWM
1731
Masso Torrence Wealth Management
New Jersey
$373K +$12.8K +27 +4%
ASC
1732
Atalanta Sosnoff Capital
New York
$373K -$14.7K -31 -4%
OAM
1733
Occidental Asset Management
California
$372K – – –
BHPW
1734
Beverly Hills Private Wealth
California
$372K +$41.6K +88 +13%
CGH
1735
CMG Global Holdings
Texas
$371K – – –
SWM
1736
Shelton Wealth Management
Texas
$371K -$472 -1 -0.1%
PWP
1737
Perfromance Wealth Partners
Illinois
$370K -$6.62K -14 -2%
TA
1738
TrueWealth Advisors
Alabama
$368K +$16.1K +34 +5%
Dodge & Cox
1739
Dodge & Cox
California
$366K – – –
TI
1740
Truepoint Inc
Ohio
$365K -$10.9K -23 -3%
CFO
1741
Callan Family Office
Pennsylvania
$364K +$41.1K +87 +13%
BWA
1742
BlueSky Wealth Advisors
North Carolina
$363K -$33.1K -70 -8%
AWM
1743
Accel Wealth Management
Iowa
$360K -$19.4K -41 -5%
SC
1744
SRB Corp
Massachusetts
$359K -$87.9K -186 -20%
PPW
1745
Parcion Private Wealth
Washington
$359K +$96.4K +204 +37%
CHP
1746
Cable Hill Partners
Oregon
$358K +$2.84K +6 +0.8%
MCP
1747
Mirador Capital Partners
California
$358K -$21.7K -46 -6%
CWM
1748
Castle Wealth Management
Florida
$357K +$357K +756 New
WWG
1749
West Wealth Group
California
$357K +$137K +290 +63%
CWM
1750
Centurion Wealth Management
Virginia
$356K -$26.5K -56 -7%
68 69
70
71 72