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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 %
FEM
1751
Fulcrum Equity Management
Texas
$348K +$143K +310 +70%
SCA
1752
Stonebridge Capital Advisors
Minnesota
$347K +$18K +39 +5%
ACM
1753
Allred Capital Management
Texas
$346K – – –
CWM
1754
Compass Wealth Management
Connecticut
$346K – – –
SPC
1755
Stewart & Patten Company
California
$345K – – –
BPWM
1756
Badgley Phelps Wealth Managers
Washington
$344K -$91.2K -198 -21%
AL
1757
Aspiriant LLC
California
$344K +$101K +220 +42%
PCTC
1758
Perkins Coie Trust Company
Washington
$343K – – –
FFA
1759
Fairfield Financial Advisors
Massachusetts
$342K +$32.2K +70 +10%
CG
1760
Corundum Group
Colorado
$342K +$342K +742 New
MCP
1761
Mirador Capital Partners
California
$340K -$9.21K -20 -3%
PIA
1762
Powell Investment Advisors
Florida
$339K – – –
QT
1763
Quantbot Technologies
New York
$339K -$1.91M -4,153 -85%
DIP
1764
DT Investment Partners
Pennsylvania
$338K – – –
CWM
1765
Congress Wealth Management
Massachusetts
$338K +$16.6K +36 +5%
CASB
1766
Cape Ann Savings Bank
Massachusetts
$338K -$27.6K -60 -8%
SAM
1767
Sawgrass Asset Management
Florida
$337K – – –
IAP
1768
Indie Asset Partners
Indiana
$336K – – –
RWI
1769
Red Wave Investments
Pennsylvania
$336K +$10.6K +23 +3%
TCWA
1770
Ten Capital Wealth Advisors
Washington
$335K +$49.2K +107 +17%
D
1771
Dentgroup
Louisiana
$335K +$460 +1 +0.1%
MCM
1772
Mainstay Capital Management
Michigan
$334K – – –
FMN
1773
Financial Management Network
California
$334K +$925 +2 +0.3%
HVP
1774
Hudson Value Partners
Florida
$332K – – –
TNAM
1775
Terra Nova Asset Management
New York
$332K – – –
69 70
71
72 73