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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 %
PBO
2076
Peoples Bank (Ohio)
Ohio
$205K – – –
BRG
2077
Bay Rivers Group
Virginia
$205K -$23K -50 -10%
RWM
2078
Revisor Wealth Management
Ohio
$205K +$205K +444 New
EWM
2079
Evermay Wealth Management
Virginia
$204K +$4.6K +10 +2%
GWM
2080
Greenwich Wealth Management
Connecticut
$204K -$9.19K -20 -4%
SWK
2081
Stephen W. Kidder
$204K – – –
GWM
2082
Gitterman Wealth Management
New Jersey
$203K – – –
WC
2083
Weil Company
California
$203K +$1.38K +3 +0.7%
AWM
2084
Aspire Wealth Management
Massachusetts
$203K – – –
T. Rowe Price Investment Management
2085
T. Rowe Price Investment Management
Maryland
$203K +$203K +440 New
WW
2086
Westshore Wealth
California
$203K -$10.1K -22 -5%
KI
2087
Kapitalo Investimentos
Brazil
$203K +$203K +440 New
TA
2088
TFB Advisors
Kansas
$202K +$202K +438 New
CA
2089
Centerpoint Advisors
Massachusetts
$201K – – –
IFPG
2090
Intrepid Financial Planning Group
Indiana
$200K – – –
PO
2091
Private Ocean
California
$198K +$11.5K +25 +6%
HWA
2092
Heritage Wealth Advisors
Virginia
$197K +$5.53K +12 +3%
AF
2093
Arrow Financial
New York
$192K -$16.1K -35 -8%
CPA
2094
Cowen Prime Advisors
New York
$184K – – –
JWA
2095
JFS Wealth Advisors
Pennsylvania
$183K -$9.21K -20 -5%
BCA
2096
Bray Capital Advisors
Florida
$182K – – –
GWS
2097
Glassman Wealth Services
Virginia
$178K -$11.5K -25 -6%
MWM
2098
Mascoma Wealth Management
New Hampshire
$175K -$7.19K -16 -4%
CFFP
2099
Center for Financial Planning
Michigan
$174K – – –
HT
2100
Headlands Technologies
Illinois
$174K +$70K +152 +67%
82 83
84
85 86