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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 %
WA
1926
Waddell & Associates
Tennessee
$259K -$1.84K -4 -0.7%
CIAS
1927
CFS Investment Advisory Services
New Jersey
$258K +$258K +560 New
RZH
1928
Relyea Zuckerberg Hanson
Connecticut
$258K +$12K +26 +5%
PCG
1929
Prosperity Consulting Group
Maryland
$258K +$460 +1 +0.2%
SFS
1930
Summit Financial Strategies
Ohio
$258K +$5.99K +13 +2%
DLA
1931
Douglas Lane & Associates
New York
$258K +$1.38K +3 +0.5%
IIM
1932
Ipswich Investment Management
Massachusetts
$257K – – –
VBFP
1933
Valtinson Bruner Financial Planning
Minnesota
$257K – – –
IIA
1934
IPG Investment Advisors
California
$256K +$2.3K +5 +0.9%
EIP
1935
Ellis Investment Partners
Pennsylvania
$256K +$1.84K +4 +0.7%
RPA
1936
Rock Point Advisors
Vermont
$253K – – –
JC
1937
Jacobs & Co
California
$253K – – –
RWRC
1938
R.W. Roge & Company
New York
$253K – – –
SIAG
1939
Safeguard Investment Advisory Group
California
$253K +$253K +548 New
SIS
1940
Sound Income Strategies
Florida
$253K +$20.7K +45 +9%
RSA
1941
River Street Advisors
Illinois
$252K – – –
WIA
1942
World Investment Advisors
California
$252K -$14.7K -32 -6%
FUBT
1943
First United Bank & Trust
Maryland
$252K +$2.76K +6 +1%
FWM
1944
FSA Wealth Management
Massachusetts
$252K +$6.91K +15 +3%
MCM
1945
Marathon Capital Management
Maryland
$252K -$460 -1 -0.2%
TFCP
1946
Twin Focus Capital Partners
Massachusetts
$251K +$251K +546 New
MFS
1947
Mirabella Financial Services
United Kingdom
$251K -$814K -1,769 -76%
RWM
1948
Reston Wealth Management
Virginia
$250K +$12.4K +27 +5%
AI
1949
Accredited Investors
Minnesota
$249K -$24.4K -53 -9%
SC
1950
Sepio Capital
Utah
$248K +$12.9K +28 +5%
76 77
78
79 80