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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 %
NAM
1776
NTV Asset Management
West Virginia
$340K – – –
WCA
1777
Westover Capital Advisors
Delaware
$340K – – –
CIG
1778
Cascade Investment Group
Colorado
$339K -$10.9K -23 -3%
AHC
1779
Adell Harriman & Carpenter
Texas
$338K -$31.2K -66 -8%
HBT
1780
Hills Bank & Trust
Iowa
$338K – – –
SCA
1781
Stonebridge Capital Advisors
Minnesota
$338K +$13.7K +29 +4%
FCP
1782
Fidelis Capital Partners
Florida
$337K +$337K +740 New
NCM
1783
Northside Capital Management
Oregon
$336K -$40.2K -85 -11%
OPCM
1784
Osborne Partners Capital Management
California
$336K +$43K +91 +15%
WAAG
1785
Wealth Alliance Advisory Group
Kansas
$335K – – –
RWI
1786
Red Wave Investments
Pennsylvania
$334K +$11.3K +24 +4%
LAM
1787
LifePro Asset Management
California
$333K – – –
KWM
1788
Kaydan Wealth Management
Michigan
$333K -$7.09K -15 -2%
CM
1789
Capula Management
Cayman Islands
$333K +$333K +704 New
C
1790
CEDRUS
Colorado
$332K -$107K -227 -24%
BWM
1791
Birchcreek Wealth Management
Ohio
$332K +$93.6K +198 +39%
CWS
1792
Cypress Wealth Services
California
$332K -$142K -300 -30%
CWM
1793
Congress Wealth Management
Massachusetts
$331K +$23.2K +49 +8%
ZIMP
1794
Zimmermann Investment Management & Planning
Pennsylvania
$331K +$3.78K +8 +1%
APW
1795
Austin Private Wealth
Texas
$330K +$48.2K +102 +17%
ONST
1796
Old North State Trust
North Carolina
$330K -$567K -1,200 -63%
LFG
1797
Lockerman Financial Group
California
$327K -$473 -1 -0.1%
RBC
1798
Romano Brothers & Co
Illinois
$327K – – –
NF
1799
Norwood Financial
Pennsylvania
$326K – – –
EWA
1800
ERTS Wealth Advisors
Michigan
$326K -$137K -290 -30%
70 71
72
73 74