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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 %
SWP
1826
Summit Wealth Partners
Florida
$305K -$920 -2 -0.3%
SFG
1827
Sather Financial Group
Texas
$304K -$101K -220 -25%
WDL
1828
Well Done LLC
Michigan
$303K -$31.3K -68 -9%
HWM
1829
Howard Wealth Management
Connecticut
$303K – – –
GCM
1830
Goldstream Capital Management
Hong Kong
$303K +$125K +272 +70%
AWM
1831
Absher Wealth Management
North Carolina
$302K -$5.06K -11 -2%
WCA
1832
Westover Capital Advisors
Delaware
$302K -$29.5K -64 -9%
RTC
1833
Riverview Trust Company
Washington
$302K – – –
FWM
1834
Fairhaven Wealth Management
Illinois
$302K +$302K +655 New
AHC
1835
Adell Harriman & Carpenter
Texas
$301K -$30.1K -65 -9%
IGWM
1836
ICA Group Wealth Management
Colorado
$301K -$967K -2,100 -76%
FIM
1837
Freedom Investment Management
Connecticut
$300K +$300K +653 New
CHP
1838
Cable Hill Partners
Oregon
$300K -$48.8K -106 -14%
HCM
1839
Hilton Capital Management
New York
$300K +$14.3K +31 +5%
MPCG
1840
Matrix Private Capital Group
New York
$299K -$5.53K -12 -2%
EI
1841
Ellevest Inc
New York
$299K +$9.67K +21 +3%
CWM
1842
Cahaba Wealth Management
Georgia
$299K -$5.99K -13 -2%
GGS
1843
Galvin Gaustad & Stein
Arizona
$299K -$8.29K -18 -3%
PCS
1844
Personal CFO Solutions
New Jersey
$298K -$44.7K -97 -13%
CC
1845
Centiva Capital
New York
$297K -$17.2M -37,326 -98%
QI
1846
Qtron Investments
Massachusetts
$297K – – –
OW
1847
Olistico Wealth
Oklahoma
$297K +$297K +645 New
CWM
1848
CarsonAllaria Wealth Management
Illinois
$295K +$921 +2 +0.3%
ACM
1849
Argent Capital Management
Missouri
$295K -$13.8K -30 -4%
SBWIC
1850
Schaper Benz & Wise Investment Counsel
Wisconsin
$295K +$2.3K +5 +0.8%
72 73
74
75 76