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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 %
GWM
2051
Gitterman Wealth Management
New Jersey
$209K – – –
AWM
2052
Aspire Wealth Management
Massachusetts
$208K – – –
MMA
2053
Miracle Mile Advisors
California
$208K +$4.72K +10 +2%
WC
2054
Weil Company
California
$208K +$946 +2 +0.5%
WCM
2055
Wedge Capital Management
North Carolina
$207K – – –
TWP
2056
Tower Wealth Partners
Pennsylvania
$207K +$945 +2 +0.5%
RMC
2057
Resources Management Corp
Connecticut
$206K -$1.35M -5,881 -87%
CA
2058
Centerpoint Advisors
Massachusetts
$206K +$472 +1 +0.2%
WCM
2059
Whitener Capital Management
North Carolina
$206K – – –
IFPG
2060
Intrepid Financial Planning Group
Indiana
$206K – – –
EWM
2061
Evermay Wealth Management
Virginia
$205K – – –
TC
2062
TAGStone Capital
North Carolina
$205K – – –
GD
2063
Grandfield & Dodd
New York
$205K – – –
RCWM
2064
Royal Capital Wealth Management
Indiana
$204K – – –
TIM
2065
Total Investment Management
Arizona
$203K +$203K +430 New
IWA
2066
IVC Wealth Advisors
Pennsylvania
$203K -$7.09K -15 -3%
JC
2067
JB Capital
Connecticut
$202K +$946 +2 +0.5%
MWM
2068
Maripau Wealth Management
Indiana
$202K +$202K +427 New
LF
2069
LifeSteps Financial
California
$200K – – –
WC
2070
Waterloo Capital
Texas
$200K +$200K +423 New
EFM
2071
E Fund Management
China
$200K -$14.2K -30 -7%
JWA
2072
JFS Wealth Advisors
Pennsylvania
$198K +$2.36K +5 +1%
HWA
2073
Heritage Wealth Advisors
Virginia
$196K – – –
GWS
2074
Glassman Wealth Services
Virginia
$194K -$338K -714 -63%
PO
2075
Private Ocean
California
$191K – – –
81 82
83
84 85