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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 %
LA
1801
LVW Advisors
New York
$323K -$51.1K -111 -14%
TCM
1802
Triumph Capital Management
Colorado
$323K -$202K -439 -39%
MC
1803
Mathes Company
New York
$322K +$322K +700 New
OWA
1804
Opal Wealth Advisors
New York
$322K +$15.7K +34 +5%
TC
1805
Truvestments Capital
Florida
$321K +$15.2K +33 +5%
ONST
1806
Old North State Trust
North Carolina
$321K – – –
RIA
1807
Regal Investment Advisors
Michigan
$320K +$23.5K +51 +8%
ESCM
1808
Echo Street Capital Management
New York
$320K +$320K +695 New
RBC
1809
Romano Brothers & Co
Illinois
$319K – – –
LFG
1810
Lockerman Financial Group
California
$318K – – –
NF
1811
Norwood Financial
Pennsylvania
$318K – – –
QC
1812
Quent Capital
New York
$317K +$460 +1 +0.1%
ECA
1813
Elevated Capital Advisors
Utah
$315K +$29K +63 +10%
KWM
1814
Kaydan Wealth Management
Michigan
$315K -$8.75K -19 -3%
SIM
1815
Studio Investment Management
Illinois
$314K +$5.06K +11 +2%
BWM
1816
Birchcreek Wealth Management
Ohio
$313K -$11K -24 -3%
MFGM
1817
Marshall Financial Group (Maryland)
Maryland
$313K +$46.5K +101 +17%
HIC
1818
Hartline Investment Corp
Illinois
$312K – – –
SWM
1819
Selective Wealth Management
Virginia
$312K +$312K +678 New
ACP
1820
Aveo Capital Partners
Colorado
$312K +$18.9K +41 +6%
SDWIA
1821
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$311K +$102K +221 +49%
PCM
1822
Prelude Capital Management
New York
$308K -$460 -1 -0.1%
TWA
1823
Talisman Wealth Advisors
New Jersey
$308K +$460 +1 +0.1%
ISL
1824
Ingalls & Snyder LLC
New York
$306K – – –
C
1825
CEDRUS
Colorado
$306K -$18K -39 -6%
71 72
73
74 75