LMT icon

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 %
NSG
2101
Nalls Sherbakoff Group
Tennessee
$173K – – –
TSWM
2102
Tyler-Stone Wealth Management
Ohio
$171K +$171K +371 New
WAS
2103
Winch Advisory Services
Wisconsin
$170K +$5.99K +13 +4%
LF
2104
Lee Financial
Texas
$167K -$8.29K -18 -5%
FFL
2105
Financial Freedom LLC
Ohio
$166K +$921 +2 +0.6%
CMP
2106
Coston McIsaac & Partners
Maine
$166K +$9.63K +21 +6%
AAG
2107
Armstrong Advisory Group
Massachusetts
$166K -$19.3K -42 -10%
RP
2108
Rowlandmiller & Partners
Georgia
$164K +$921 +2 +0.6%
HCP
2109
Hexagon Capital Partners
Arkansas
$163K -$12.9K -28 -7%
AAP
2110
Arax Advisory Partners
Colorado
$161K -$12.9K -28 -7%
EL
2111
EMFO LLC
Florida
$157K – – –
HB
2112
Horizon Bancorp
Indiana
$152K -$8.75K -19 -5%
C
2113
Covestor
United Kingdom
$152K +$16.5K +36 +12%
LSA
2114
Lansing Street Advisors
Pennsylvania
$151K +$920 +2 +0.6%
WWP
2115
WR Wealth Planners
Missouri
$149K +$23.9K +52 +19%
GGHC
2116
Gilder Gagnon Howe & Co
New York
$148K +$148K +322 New
CIA
2117
Cape Investment Advisory
Georgia
$144K -$7.37K -16 -5%
ACM
2118
Antonetti Capital Management
Florida
$142K – – –
BAM
2119
Bosun Asset Management
Illinois
$140K +$140K +305 New
LWA
2120
Lowe Wealth Advisors
Maryland
$139K -$32.2K -70 -19%
FPFS
2121
First Personal Financial Services
North Carolina
$139K – – –
PPWM
2122
PFG Private Wealth Management
Florida
$139K +$460 +1 +0.3%
SOAMC
2123
Spirit of America Management Corp
New York
$138K +$46K +100 +50%
BAAM
2124
Baker Avenue Asset Management
California
$129K +$2.3K +5 +2%
HCM
2125
Hollencrest Capital Management
California
$128K +$460 +1 +0.4%
83 84
85
86 87