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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 %
BFA
1726
Bill Few Associates
Pennsylvania
$367K -$11.5K -25 -3%
BFA
1727
Bragg Financial Advisors
North Carolina
$364K – – –
CWS
1728
Cypress Wealth Services
California
$364K +$33.8K +72 +10%
VFPI
1729
Vantage Financial Partners (Illinois)
Illinois
$364K -$4.6K -10 -1%
NFSG
1730
Newbridge Financial Services Group
Florida
$363K +$125K +272 +53%
MM
1731
MQS Management
New York
$363K +$363K +789 New
ASC
1732
Atalanta Sosnoff Capital
New York
$363K – – –
OAM
1733
Occidental Asset Management
California
$362K – – –
PWP
1734
Perfromance Wealth Partners
Illinois
$362K – – –
SFP
1735
Sandbox Financial Partners
Maryland
$362K -$4.61K -10 -1%
CGH
1736
CMG Global Holdings
Texas
$361K – – –
CWM
1737
Centurion Wealth Management
Virginia
$361K +$14.7K +32 +4%
AWM
1738
Accel Wealth Management
Iowa
$361K +$10.1K +22 +3%
SWM
1739
Shelton Wealth Management
Texas
$361K -$921 -2 -0.3%
SI
1740
Saxon Interests
Texas
$359K -$4.6K -10 -1%
TI
1741
Truepoint Inc
Ohio
$358K +$2.3K +5 +0.6%
BG
1742
Benedetti & Gucer
Georgia
$357K -$103K -224 -22%
HFM
1743
Harvest Fund Management
China
$357K -$99.5K -216 -22%
Dodge & Cox
1744
Dodge & Cox
California
$357K – – –
TAM
1745
Tucker Asset Management
Colorado
$356K +$274K +595 +334%
AFAS
1746
Acorn Financial Advisory Services
Virginia
$354K -$94.9K -206 -21%
AWA
1747
Amplius Wealth Advisors
Pennsylvania
$353K -$22.1K -48 -6%
CPC
1748
Congress Park Capital
New York
$350K -$46K -100 -12%
WWG
1749
West Wealth Group
California
$349K +$2.3K +5 +0.7%
CRI
1750
Colonial River Investments
Virginia
$349K -$99.9K -217 -22%
68 69
70
71 72