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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 %
BEAM
2051
Baker Ellis Asset Management
Washington
$209K – – –
WEG
2052
World Equity Group
Illinois
$209K +$209K +455 New
LWM
2053
Lodestone Wealth Management
Washington
$209K +$460 +1 +0.2%
AA
2054
AlphaMark Advisors
Kentucky
$209K – – –
WHCI
2055
W.H. Cornerstone Investments
Massachusetts
$209K +$1.38K +3 +0.7%
TFGT
2056
TS Financial Group (TSFG)
Illinois
$209K +$54.7K +119 +35%
GCMG
2057
Gyroscope Capital Management Group
Florida
$209K -$275K -597 -57%
CF
2058
Copperwynd Financial
Arizona
$209K -$31.3K -68 -13%
ACM
2059
AUA Capital Management
Pennsylvania
$208K -$6.91K -15 -3%
AGC
2060
Aspen Grove Capital
Colorado
$208K +$208K +452 New
CMI
2061
Clare Market Investments
Texas
$208K -$21.2K -46 -9%
FFA
2062
Fragasso Financial Advisors
Pennsylvania
$208K +$208K +451 New
TIM
2063
Total Investment Management
Arizona
$207K +$9.66K +21 +5%
GAA
2064
Global Assets Advisory
Florida
$207K -$36.8K -80 -15%
LC
2065
Landaas & Company
Wisconsin
$207K -$46K -100 -18%
CH
2066
Canton Hathaway
Rhode Island
$207K – – –
WC
2067
Waterloo Capital
Texas
$207K +$12K +26 +6%
TCMP
2068
Thrive Capital Management (Pennsylvania)
Pennsylvania
$206K -$47.9K -104 -19%
PCA
2069
Prosperity Capital Advisors
Ohio
$206K -$23.5K -51 -10%
BWA
2070
Burt Wealth Advisors
Maryland
$206K – – –
HA
2071
HFG Advisors
Ohio
$206K – – –
DBT
2072
Dubuque Bank & Trust
Iowa
$206K +$206K +447 New
BTIM
2073
BancFirst Trust & Investment Management
Oklahoma
$205K +$917 +2 +0.4%
MFP
2074
Meridian Financial Partners
Virginia
$205K +$205K +450 New
RCG
2075
Regatta Capital Group
California
$205K -$36.8K -80 -15%
81 82
83
84 85