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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 %
MFS
1876
Madrona Financial Services
Washington
$285K -$18.4K -40 -6%
KOCAA
1877
Knights of Columbus Asset Advisors
Connecticut
$285K +$6.45K +14 +2%
P
1878
&Partners
Tennessee
$284K +$461 +1 +0.2%
FL
1879
Fort LP
Maryland
$284K -$24.9K -54 -8%
MHWM
1880
Montz Harcus Wealth Management
Louisiana
$283K -$1.38K -3 -0.5%
SCA
1881
Sage Capital Advisors
South Dakota
$283K -$921 -2 -0.3%
TC
1882
Touchstone Capital
Pennsylvania
$282K – – –
TCWM
1883
Total Clarity Wealth Management
Illinois
$281K -$6.91K -15 -2%
EB
1884
Exchange Bank
California
$280K +$280K +609 New
MAG
1885
Mayfair Advisory Group
Alabama
$280K -$2.75K -6 -1%
CFO
1886
Collective Family Office
Pennsylvania
$279K – – –
CFP
1887
Catalyst Financial Partners
Massachusetts
$279K +$12K +26 +4%
AG
1888
Advocate Group
Minnesota
$279K -$37.3K -81 -12%
FTWA
1889
Fifth Third Wealth Advisors
Ohio
$279K +$279K +605 New
RT
1890
Rockland Trust
Massachusetts
$278K +$12.9K +28 +5%
DCBT
1891
Dakota Community Bank & Trust
North Dakota
$277K -$14.7K -32 -5%
PTCG
1892
Pring Turner Capital Group
California
$277K – – –
NAMP
1893
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$276K – – –
FFA
1894
Farther Finance Advisors
California
$276K +$69.1K +150 +33%
SEP
1895
Southland Equity Partners
Missouri
$276K +$3.68K +8 +1%
FCB
1896
First County Bank
Connecticut
$274K -$95.3K -207 -26%
CG
1897
Clarus Group
Texas
$274K +$274K +596 New
EWM
1898
Elite Wealth Management
Washington
$274K -$3.22K -7 -1%
BCMO
1899
Buckingham Capital Management (Ohio)
Ohio
$273K – – –
MA
1900
MBA Advisors
Pennsylvania
$273K +$273K +592 New
74 75
76
77 78