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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 %
ECM
1951
Elgethun Capital Management
South Dakota
$248K +$1.38K +3 +0.6%
V
1952
VeraBank
Texas
$248K – – –
GWSA
1953
Global Wealth Strategies & Associates
Colorado
$248K – – –
HWA
1954
HHM Wealth Advisors
Tennessee
$248K – – –
SHWM
1955
Smith & Howard Wealth Management
Georgia
$247K -$2.3K -5 -0.9%
MSWM
1956
McGlone Suttner Wealth Management
Wisconsin
$247K +$14.8K +32 +6%
CHC
1957
City Holding Co
West Virginia
$247K – – –
AWM
1958
Angeles Wealth Management
California
$246K +$1.84K +4 +0.8%
WP
1959
Westmount Partners
California
$246K -$460 -1 -0.2%
SC
1960
Searle & Co
Connecticut
$246K – – –
PA
1961
Perennial Advisors
New York
$245K +$460 +1 +0.2%
JC
1962
JB Capital
Connecticut
$245K +$47.5K +103 +24%
CPRC
1963
Consolidated Portfolio Review Corp
New York
$244K -$18.4K -40 -7%
RC
1964
Rovin Capital
Arizona
$243K -$9.68K -21 -4%
SW
1965
StrongBox Wealth
Missouri
$243K -$36.8K -80 -13%
GWA
1966
GGM Wealth Advisors
Maryland
$243K +$243K +520 New
YIA
1967
YHB Investment Advisors
Connecticut
$242K -$8.75K -19 -3%
AFA
1968
AllGen Financial Advisors
Florida
$242K – – –
WE
1969
Wealth Effects
Massachusetts
$242K +$2.3K +5 +1%
WCM
1970
Whitener Capital Management
North Carolina
$242K +$41.4K +90 +21%
BFM
1971
Boothbay Fund Management
New York
$241K -$465K -1,011 -66%
SIA
1972
Schear Investment Advisers
Ohio
$241K -$921 -2 -0.4%
CRG
1973
Cornerstone Retirement Group
Nevada
$240K +$9.67K +21 +4%
GAM
1974
Gould Asset Management
California
$239K – – –
AP
1975
Arlington Partners
Alabama
$239K +$93.5K +203 +64%
77 78
79
80 81