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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 %
ACM
1751
Allred Capital Management
Texas
$355K -$10.4K -22 -3%
CWM
1752
Compass Wealth Management
Connecticut
$355K – – –
OBWG
1753
Onyx Bridge Wealth Group
New York
$355K +$355K +751 New
SPC
1754
Stewart & Patten Company
California
$355K – – –
DIP
1755
DT Investment Partners
Pennsylvania
$352K +$6.1K +13 +2%
FMN
1756
Financial Management Network
California
$352K -$92.3K -189 -21%
PCTC
1757
Perkins Coie Trust Company
Washington
$352K – – –
PCS
1758
Personal CFO Solutions
New Jersey
$351K – – –
LFA
1759
LGT Financial Advisors
Texas
$350K +$350K +741 New
PR
1760
Payden & Rygel
California
$350K – – –
WOSD
1761
WFA of San Diego
California
$349K -$47.3K -100 -12%
GBT
1762
Grove Bank & Trust
Florida
$348K -$66.7K -141 -16%
PIA
1763
Powell Investment Advisors
Florida
$348K – – –
DA
1764
Drake & Associates
Wisconsin
$348K +$65.2K +138 +23%
SAM
1765
Sawgrass Asset Management
Florida
$346K -$11.8K -25 -3%
IAP
1766
Indie Asset Partners
Indiana
$345K -$269K -568 -44%
HFM
1767
Hartford Funds Management
Pennsylvania
$345K +$65.2K +138 +23%
NL
1768
Navalign LLC
California
$344K -$21.7K -46 -6%
D
1769
Dentgroup
Louisiana
$343K – – –
MCM
1770
Mainstay Capital Management
Michigan
$343K – – –
WDL
1771
Well Done LLC
Michigan
$343K +$7.09K +15 +2%
HVP
1772
Hudson Value Partners
Florida
$341K – – –
TNAM
1773
Terra Nova Asset Management
New York
$341K +$2.36K +5 +0.7%
PS
1774
Portfolio Strategies
New York
$340K +$7.09K +15 +2%
GPI
1775
General Partner Inc
Pennsylvania
$340K +$61.4K +129 +22%
69 70
71
72 73