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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 %
AL
1951
Aspiriant LLC
California
$249K -$9.93K -21 -4%
IC
1952
Inscription Capital
Texas
$249K +$249K +527 New
AFA
1953
AllGen Financial Advisors
Florida
$249K -$8.98K -19 -3%
SIA
1954
Schear Investment Advisers
Ohio
$248K – – –
LTI
1955
Laffer Tengler Investments
Tennessee
$248K -$38.8K -82 -14%
CF
1956
Copperwynd Financial
Arizona
$246K -$17K -36 -6%
WE
1957
Wealth Effects
Massachusetts
$246K -$40.2K -85 -14%
GAM
1958
Gould Asset Management
California
$246K – – –
CFA
1959
Capstone Financial Advisors
Illinois
$246K +$3.31K +7 +1%
NFSG
1960
Newbridge Financial Services Group
Florida
$244K -$473 -1 -0.2%
RWM
1961
Reston Wealth Management
Virginia
$244K -$6.15K -13 -2%
FNC
1962
First National Corp
Massachusetts
$244K +$473 +1 +0.2%
PA
1963
PSI Advisors
Florida
$243K – – –
CCG
1964
Coastwise Capital Group
California
$242K -$221K -467 -48%
SC
1965
Sepio Capital
Utah
$242K -$9.46K -20 -4%
SW
1966
SMART Wealth
Nebraska
$242K -$12.3K -26 -5%
MYLI
1967
Meiji Yasuda Life Insurance
Japan
$241K +$473 +1 +0.2%
KFS
1968
Kaizen Financial Strategies
California
$240K -$4.26K -9 -2%
LA
1969
LexAurum Advisors
Kansas
$239K +$945 +2 +0.4%
MSWM
1970
McGlone Suttner Wealth Management
Wisconsin
$238K -$7.14K -15 -3%
AWM
1971
Aberdeen Wealth Management
Illinois
$238K – – –
CPSC
1972
Carl P. Sherr & Co
Massachusetts
$238K – – –
FA
1973
Fountainhead AM
New Jersey
$238K – – –
SIS
1974
Sound Income Strategies
Florida
$238K -$57.2K -121 -19%
NC
1975
NinePointTwo Capital
California
$238K +$238K +505 New
77 78
79
80 81