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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 %
BA
2101
Bellwether Advisors
Nebraska
$158K -$473 -1 -0.3%
CIA
2102
Cape Investment Advisory
Georgia
$155K +$155K +328 New
LSA
2103
Lansing Street Advisors
Pennsylvania
$154K +$2.36K +5 +2%
AP
2104
Arlington Partners
Alabama
$149K +$113K +240 +316%
ACM
2105
Antonetti Capital Management
Florida
$146K +$14.2K +30 +11%
FPFS
2106
First Personal Financial Services
North Carolina
$143K +$14.2K +30 +11%
PPWM
2107
PFG Private Wealth Management
Florida
$142K +$3.31K +7 +2%
C
2108
Covestor
United Kingdom
$140K +$7.59K +16 +6%
JFA
2109
JNBA Financial Advisors
Minnesota
$138K +$60.5K +128 +78%
Credit Agricole
2110
Credit Agricole
France
$132K -$144K -305 -52%
HCM
2111
Hollencrest Capital Management
California
$132K – – –
SCM
2112
Silvant Capital Management
Georgia
$131K – – –
BAAM
2113
Baker Avenue Asset Management
California
$130K -$81.2K -172 -38%
WWP
2114
WR Wealth Planners
Missouri
$129K +$128K +270 +9,000%
GIA
2115
GHP Investment Advisors
Colorado
$125K +$945 +2 +0.8%
MLA
2116
MB, Levis & Associates
Pennsylvania
$122K +$473 +1 +0.4%
FWM
2117
Focused Wealth Management
New York
$120K +$473 +1 +0.4%
GC
2118
Globeflex Capital
California
$120K – – –
AW
2119
Avion Wealth
Texas
$119K +$967 +2 +0.8%
TFA
2120
Toth Financial Advisory
Virginia
$119K +$2.83K +6 +2%
PVH
2121
Psagot Value Holdings
Israel
$118K -$21.1K -45 -15%
HCM
2122
Highlander Capital Management
New Jersey
$118K – – –
Capstone Investment Advisors
2123
Capstone Investment Advisors
New York
$116K -$3.86M -8,169 -97%
CCA
2124
Column Capital Advisors
Indiana
$116K +$46.8K +99 +68%
DEM
2125
Disciplined Equity Management
Florida
$115K – – –
83 84
85
86 87