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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 %
CPRC
1901
Consolidated Portfolio Review Corp
New York
$269K +$269K +569 New
AWP
1902
Abacus Wealth Partners
California
$269K +$4.56K +10 +2%
CSC
1903
Caldwell Sutter Capital
California
$269K +$269K +568 New
MCA
1904
MSH Capital Advisors
Arizona
$268K +$11.3K +24 +4%
CFA
1905
Camarda Financial Advisors
Florida
$268K -$931K -1,970 -78%
R
1906
Rebalance
California
$268K – – –
WA
1907
Waddell & Associates
Tennessee
$268K – – –
OTL
1908
Oak Thistle LLC
New York
$268K +$268K +566 New
AFT
1909
Alpha Family Trust
California
$267K +$23.6K +50 +10%
MS
1910
Maven Securities
Jersey
$267K +$267K +564 New
GAA
1911
Global Assets Advisory
Florida
$266K +$266K +530 New
LWMNY
1912
Landmark Wealth Management (New York)
New York
$265K +$3.79K +8 +1%
PCG
1913
Prosperity Consulting Group
Maryland
$264K -$51.6K -109 -16%
IIM
1914
Ipswich Investment Management
Massachusetts
$264K +$9.46K +20 +4%
VBFP
1915
Valtinson Bruner Financial Planning
Minnesota
$263K – – –
DLA
1916
Douglas Lane & Associates
New York
$263K +$64.3K +136 +32%
TCMP
1917
Thrive Capital Management (Pennsylvania)
Pennsylvania
$261K +$62K +131 +31%
IIA
1918
IPG Investment Advisors
California
$261K -$21.3K -45 -8%
EIP
1919
Ellis Investment Partners
Pennsylvania
$261K +$1.42K +3 +0.5%
SIM
1920
SSI Investment Management
California
$260K -$48.7K -103 -16%
RPA
1921
Rock Point Advisors
Vermont
$260K -$33.1K -70 -11%
LC
1922
Landaas & Company
Wisconsin
$260K – – –
JC
1923
Jacobs & Co
California
$260K – – –
RWRC
1924
R.W. Roge & Company
New York
$260K – – –
ML
1925
McAdam LLC
Pennsylvania
$260K +$260K +550 New
75 76
77
78 79