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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 %
RSA
1926
River Street Advisors
Illinois
$259K – – –
MCM
1927
Marathon Capital Management
Maryland
$259K -$6.15K -13 -2%
RC
1928
Rovin Capital
Arizona
$259K +$1.89K +4 +0.7%
SFS
1929
Summit Financial Strategies
Ohio
$259K -$36.9K -78 -12%
YIA
1930
YHB Investment Advisors
Connecticut
$258K – – –
ECM
1931
Elgethun Capital Management
South Dakota
$257K +$3.36K +7 +1%
PWP
1932
Phillips Wealth Planners
Mississippi
$257K -$7.51K -16 -3%
SHWM
1933
Smith & Howard Wealth Management
Georgia
$256K – – –
FUBT
1934
First United Bank & Trust
Maryland
$256K -$7.56K -16 -3%
PCMC
1935
Paragon Capital Management (Colorado)
Colorado
$255K +$473 +1 +0.2%
SC
1936
Searle & Co
Connecticut
$255K – – –
RCG
1937
Regatta Capital Group
California
$255K – – –
V
1938
VeraBank
Texas
$255K – – –
GWSA
1939
Global Wealth Strategies & Associates
Colorado
$255K +$945 +2 +0.4%
HWA
1940
HHM Wealth Advisors
Tennessee
$254K – – –
WQ
1941
Wealth Quarterback
New Jersey
$254K -$8.04K -17 -3%
CHC
1942
City Holding Co
West Virginia
$253K -$17K -36 -6%
CCM
1943
Compton Capital Management
Rhode Island
$253K -$482K -1,020 -66%
WP
1944
Westmount Partners
California
$253K +$20.3K +43 +9%
RZH
1945
Relyea Zuckerberg Hanson
Connecticut
$253K +$5.68K +12 +2%
SWM
1946
Sugarloaf Wealth Management
Georgia
$252K +$41.7K +88 +20%
FWM
1947
FSA Wealth Management
Massachusetts
$251K +$14.2K +30 +6%
AWM
1948
Angeles Wealth Management
California
$251K -$12.3K -26 -5%
PA
1949
Perennial Advisors
New York
$251K +$1.42K +3 +0.6%
DFA
1950
Delta Financial Advisors
Louisiana
$251K +$37.8K +80 +18%
76 77
78
79 80