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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 %
MFS
1826
Madrona Financial Services
Washington
$312K +$8.51K +18 +3%
KTA
1827
Keeley-Teton Advisors
Illinois
$311K +$1.42K +3 +0.5%
HWM
1828
Howard Wealth Management
Connecticut
$311K – – –
FDDB
1829
Fidelity D&D Bancorp
Pennsylvania
$311K +$311K +683 New
RTC
1830
Riverview Trust Company
Washington
$310K -$134K -284 -30%
FNBOSM
1831
First National Bank of South Miami
Florida
$308K +$3.78K +8 +1%
ST
1832
Spinnaker Trust
Maine
$307K – – –
KIG
1833
Kowal Investment Group
Wisconsin
$307K -$113K -238 -27%
WCM
1834
Washburn Capital Management
Florida
$305K -$208K -439 -40%
QI
1835
Qtron Investments
Massachusetts
$305K +$96.4K +204 +46%
RIA
1836
Regal Investment Advisors
Michigan
$304K +$16.1K +34 +6%
FMTCOCP
1837
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$303K +$5.2K +11 +2%
CWM
1838
CarsonAllaria Wealth Management
Illinois
$302K -$947 -2 -0.3%
HCM
1839
Hilton Capital Management
New York
$302K – – –
LI
1840
LMCG Investments
Massachusetts
$301K -$4.73K -10 -2%
AL
1841
ACAS LLC
California
$301K – – –
ACP
1842
Aveo Capital Partners
Colorado
$300K -$11.8K -25 -4%
MAG
1843
Mayfair Advisory Group
Alabama
$300K -$1.95K -4 -0.6%
SFG
1844
SNS Financial Group
Minnesota
$300K +$300K +635 New
SBWIC
1845
Schaper Benz & Wise Investment Counsel
Wisconsin
$300K +$33.1K +70 +12%
ATFA
1846
All Terrain Financial Advisors
Minnesota
$300K -$2.84K -6 -0.9%
DCBT
1847
Dakota Community Bank & Trust
North Dakota
$300K +$3.31K +7 +1%
JCM
1848
Janney Capital Management
Pennsylvania
$298K -$72.7K -154 -20%
PL
1849
Plancorp LLC
Missouri
$298K -$18K -38 -6%
AC
1850
ASB Consultores
Florida
$298K +$61.5K +130 +26%
72 73
74
75 76