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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 %
CVM
1976
Cheviot Value Management
California
$238K +$10.6K +23 +5%
FNC
1977
First National Corp
Massachusetts
$238K – – –
LTI
1978
Laffer Tengler Investments
Tennessee
$238K -$3.68K -8 -2%
WCFA
1979
Walkner Condon Financial Advisors
Wisconsin
$237K -$49.3K -107 -17%
AFT
1980
Alpha Family Trust
California
$237K -$23K -50 -9%
PA
1981
PSI Advisors
Florida
$237K +$461 +1 +0.2%
OR
1982
Olympiad Research
Connecticut
$237K +$237K +514 New
NRC
1983
New Republic Capital
North Carolina
$236K +$236K +513 New
GAM
1984
Gemmer Asset Management
California
$236K +$13.8K +30 +6%
PF
1985
Parker Financial
Washington
$236K +$236K +512 New
CFA
1986
Capstone Financial Advisors
Illinois
$235K -$3.22K -7 -1%
CAMV
1987
Concord Asset Management (Virginia)
Virginia
$234K +$234K +509 New
HC
1988
Hamilton Capital
Ohio
$233K +$2.3K +5 +1%
LWCFA
1989
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$233K +$58.4K +127 +33%
CWM
1990
Campbell Wealth Management
Virginia
$233K +$233K +507 New
MAWCM
1991
Mine & Arao Wealth Creation & Management
California
$233K +$9.21K +20 +4%
AWM
1992
Aberdeen Wealth Management
Illinois
$232K – – –
II
1993
Inspire Investing
Idaho
$232K -$342K -743 -60%
CCG
1994
Coastwise Capital Group
California
$232K -$4.61K -10 -2%
CPSC
1995
Carl P. Sherr & Co
Massachusetts
$231K -$1.38K -3 -0.6%
WLIM
1996
White Lighthouse Investment Management
Massachusetts
$230K – – –
TWD
1997
True Wealth Design
Ohio
$230K – – –
AIM
1998
Alhambra Investment Management
Florida
$230K +$11K +24 +5%
Renaissance Technologies
1999
Renaissance Technologies
New York
$230K -$56.9M -123,600 -100%
JFG
2000
JMG Financial Group
Illinois
$230K – – –
78 79
80
81 82