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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 %
HC
1976
Hamilton Capital
Ohio
$237K -$11.3K -24 -5%
TWD
1977
True Wealth Design
Ohio
$236K -$780K -1,651 -77%
DWA
1978
Delap Wealth Advisory
Oregon
$236K -$86K -182 -27%
WLIM
1979
White Lighthouse Investment Management
Massachusetts
$236K – – –
CRG
1980
Cornerstone Retirement Group
Nevada
$236K – – –
JFG
1981
JMG Financial Group
Illinois
$236K -$3.3K -7 -1%
CMI
1982
Clare Market Investments
Texas
$236K -$18.9K -40 -7%
PCA
1983
Prosperity Capital Advisors
Ohio
$235K -$8.98K -19 -4%
CWM
1984
Connecticut Wealth Management
Connecticut
$235K +$10.9K +23 +5%
SN
1985
Sittner & Nelson
Oregon
$235K +$61K +129 +35%
B
1986
Bailard
California
$234K -$8.98K -19 -4%
JLBC
1987
J.L. Bainbridge & Co
Florida
$234K +$1.89K +4 +0.8%
BRG
1988
Bay Rivers Group
Virginia
$234K +$234K +495 New
CVM
1989
Cheviot Value Management
California
$234K – – –
LSIA
1990
LaSalle St. Investment Advisors
Illinois
$233K +$33.5K +71 +17%
GCP
1991
Garda Capital Partners
Minnesota
$232K +$232K +490 New
PWM
1992
Palumbo Wealth Management
New York
$231K +$1.42K +3 +0.6%
PPWM
1993
Paragon Private Wealth Management
Kentucky
$230K +$12.8K +27 +6%
VBWMG
1994
Von Berge Wealth Management Group
California
$230K – – –
MAWCM
1995
Mine & Arao Wealth Creation & Management
California
$229K – – –
GF
1996
Gries Financial
Ohio
$229K -$53.4K -113 -19%
AWM
1997
Aries Wealth Management
Maine
$229K -$14.2K -30 -6%
GAM
1998
Gemmer Asset Management
California
$228K – – –
MWM
1999
Mattern Wealth Management
Kansas
$228K – – –
GSIS
2000
Global Strategic Investment Solutions
Arizona
$228K +$1.89K +4 +0.8%
78 79
80
81 82