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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 %
KOCAA
1876
Knights of Columbus Asset Advisors
Connecticut
$286K -$80.8K -171 -22%
WFI
1877
West Family Investments
California
$285K -$6.15K -13 -2%
EWM
1878
Elite Wealth Management
Washington
$285K +$285K +602 New
PTCG
1879
Pring Turner Capital Group
California
$284K -$94.6K -200 -25%
NAMP
1880
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$284K – – –
SOW
1881
State of Wyoming
Wyoming
$282K +$164K +347 +139%
AI
1882
Accredited Investors
Minnesota
$281K – – –
BCMO
1883
Buckingham Capital Management (Ohio)
Ohio
$280K – – –
SEP
1884
Southland Equity Partners
Missouri
$280K -$3.79K -8 -1%
MCM
1885
McMillion Capital Management
North Carolina
$279K – – –
RWP
1886
Ridgecrest Wealth Partners
California
$279K – – –
OWM
1887
Orgel Wealth Management
Wisconsin
$277K +$277K +585 New
FOA
1888
Five Oceans Advisors
California
$275K – – –
UBV
1889
United Bank (Virginia)
Virginia
$275K -$201K -425 -42%
WIA
1890
World Investment Advisors
California
$274K -$70.4K -149 -20%
CFP
1891
Catalyst Financial Partners
Massachusetts
$274K +$50.6K +107 +23%
MFGM
1892
Marshall Financial Group (Maryland)
Maryland
$273K -$49.2K -104 -15%
TPM
1893
Triasima Portfolio Management
Quebec, Canada
$273K – – –
AFG
1894
Atomi Financial Group
New York
$272K +$272K +576 New
FDS
1895
First Dallas Securities
Texas
$272K – – –
AC
1896
Addison Capital
Pennsylvania
$272K +$25.1K +53 +10%
CCP
1897
Cassia Capital Partners
North Carolina
$272K -$8.98K -19 -3%
RT
1898
Rockland Trust
Massachusetts
$272K +$44.9K +95 +20%
RPGK
1899
Retirement Planning Group (Kansas)
Kansas
$271K +$271K +574 New
CNB
1900
Camden National Bank
Maine
$269K +$17K +36 +7%
74 75
76
77 78