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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 %
EI
1851
Ellevest Inc
New York
$297K +$4.73K +10 +2%
OWM
1852
OneAscent Wealth Management
Alabama
$297K -$8.04K -17 -3%
HNWAG
1853
High Net Worth Advisory Group
Florida
$297K -$767K -1,621 -72%
SWP
1854
Semus Wealth Partners
Florida
$297K +$11.8K +25 +4%
TCWM
1855
Total Clarity Wealth Management
Illinois
$295K +$8.03K +17 +3%
DBIA
1856
Dumont & Blake Investment Advisors
New Jersey
$295K +$7.1K +15 +2%
CPC
1857
Consolidated Planning Corp
Georgia
$295K -$39.7K -84 -12%
DC
1858
Destiny Capital
Colorado
$295K – – –
RCG
1859
Rock Creek Group
District of Columbia
$295K +$14.2K +30 +5%
WCFA
1860
Walkner Condon Financial Advisors
Wisconsin
$294K +$18.4K +39 +7%
ECA
1861
Elevated Capital Advisors
Utah
$294K +$8.04K +17 +3%
BHBT
1862
Burke & Herbert Bank & Trust
Virginia
$294K – – –
DP
1863
Divergent Planning
Maryland
$294K – – –
CW
1864
Channel Wealth
California
$294K +$294K +622 New
TCWA
1865
Ten Capital Wealth Advisors
Washington
$294K +$13.2K +28 +5%
HFS
1866
HBC Financial Services
Washington
$293K – – –
HBW
1867
Hazlett, Burt & Watson
West Virginia
$293K +$21.2K +45 +8%
MHWM
1868
Montz Harcus Wealth Management
Louisiana
$291K -$945 -2 -0.3%
P
1869
&Partners
Tennessee
$291K +$473 +1 +0.2%
SCA
1870
Sage Capital Advisors
South Dakota
$291K – – –
BAM
1871
Byrne Asset Management
New Jersey
$291K +$31.2K +66 +12%
CCM
1872
Chilton Capital Management
Texas
$291K -$16.5K -35 -5%
TC
1873
Touchstone Capital
Pennsylvania
$290K – – –
SW
1874
StrongBox Wealth
Missouri
$287K -$94.5K -200 -25%
CFO
1875
Collective Family Office
Pennsylvania
$287K -$3.78K -8 -1%
73 74
75
76 77