LMT icon

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 %
MCM
1901
McMillion Capital Management
North Carolina
$272K – – –
RWP
1902
Ridgecrest Wealth Partners
California
$272K – – –
AFG
1903
Atomi Financial Group
New York
$271K +$5.98K +13 +2%
BAM
1904
Byrne Asset Management
New Jersey
$271K -$12.4K -27 -4%
KIG
1905
Kowal Investment Group
Wisconsin
$271K -$28.6K -62 -10%
AWP
1906
Abacus Wealth Partners
California
$270K -$1.84K -4 -0.7%
NRG
1907
Nemes Rush Group
Michigan
$269K +$269K +585 New
DFA
1908
Delta Financial Advisors
Louisiana
$269K +$25.3K +55 +10%
WQ
1909
Wealth Quarterback
New Jersey
$269K +$22.1K +48 +9%
UBV
1910
United Bank (Virginia)
Virginia
$268K – – –
FOA
1911
Five Oceans Advisors
California
$268K – – –
EGWAG
1912
Elwood & Goetz Wealth Advisory Group
Georgia
$268K +$268K +582 New
RFG
1913
RFP Financial Group
Georgia
$267K +$203K +440 +312%
OL
1914
Optas LLC
Texas
$267K +$63.1K +137 +31%
AF
1915
Apexium Financial
Texas
$266K +$266K +578 New
MFG
1916
Menard Financial Group
Texas
$265K -$41K -89 -13%
FNBOSM
1917
First National Bank of South Miami
Florida
$265K -$35K -76 -12%
FDS
1918
First Dallas Securities
Texas
$265K – – –
RPGK
1919
Retirement Planning Group (Kansas)
Kansas
$264K – – –
CNB
1920
Camden National Bank
Maine
$262K – – –
MCA
1921
MSH Capital Advisors
Arizona
$262K +$460 +1 +0.2%
SWM
1922
Sugarloaf Wealth Management
Georgia
$262K +$16.1K +35 +7%
HBW
1923
Hazlett, Burt & Watson
West Virginia
$261K -$24.4K -53 -9%
R
1924
Rebalance
California
$261K – – –
CTFG
1925
Capstone Triton Financial Group
Oklahoma
$259K +$259K +563 New
75 76
77
78 79