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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 %
AAG
2076
Armstrong Advisory Group
Massachusetts
$190K – – –
MWM
2077
Mascoma Wealth Management
New Hampshire
$189K -$20.4K -44 -10%
DFCM
2078
Dark Forest Capital Management
Puerto Rico
$188K +$167K +354 +805%
BCA
2079
Bray Capital Advisors
Florida
$187K – – –
CPA
2080
Cowen Prime Advisors
New York
$186K – – –
NSG
2081
Nalls Sherbakoff Group
Tennessee
$184K +$184K +389 New
CJL
2082
Cyrus J. Lawrence
New York
$184K – – –
GCM
2083
Goldstream Capital Management
Hong Kong
$182K +$182K +386 New
HCP
2084
Hexagon Capital Partners
Arkansas
$180K -$72.8K -154 -29%
LF
2085
Lee Financial
Texas
$180K -$62.9K -133 -26%
LWCFA
2086
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$180K – – –
CFFP
2087
Center for Financial Planning
Michigan
$179K -$9.46K -20 -5%
AAP
2088
Arax Advisory Partners
Colorado
$178K -$18.5K -39 -9%
LWA
2089
Lowe Wealth Advisors
Maryland
$176K -$2.36K -5 -1%
Kayne Anderson Rudnick Investment Management
2090
Kayne Anderson Rudnick Investment Management
California
$175K – – –
CFD
2091
Creative Financial Designs
Indiana
$172K -$40.2K -85 -19%
ZB
2092
Zions Bancorporation
Utah
$170K -$8.04K -17 -5%
FFL
2093
Financial Freedom LLC
Ohio
$170K +$1.42K +3 +0.8%
WAS
2094
Winch Advisory Services
Wisconsin
$168K +$13.2K +28 +9%
RP
2095
Rowlandmiller & Partners
Georgia
$167K – – –
HB
2096
Horizon Bancorp
Indiana
$165K -$5.2K -11 -3%
CIM
2097
Chiron Investment Management
New York
$161K -$114K -241 -41%
EL
2098
EMFO LLC
Florida
$161K – – –
CMP
2099
Coston McIsaac & Partners
Maine
$161K – – –
TFGT
2100
TS Financial Group (TSFG)
Illinois
$159K – – –
82 83
84
85 86