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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 %
SVCP
2126
Silicon Valley Capital Partners
California
$114K +$473 +1 +0.4%
BWAM
2127
Boyd Watterson Asset Management
Ohio
$112K – – –
TF
2128
Tompkins Financial
New York
$110K -$181K -383 -62%
GFL
2129
Granite FO LLC
New Hampshire
$109K +$109K +235 New
HT
2130
Headlands Technologies
Illinois
$107K -$391K -828 -78%
BCV
2131
Banque Cantonale Vaudoise
Switzerland
$107K – – –
JSAM
2132
J. Safra Asset Management
New York
$105K +$105K +222 New
POIA
2133
Pin Oak Investment Advisors
Texas
$104K – – –
Commonwealth Equity Services
2134
Commonwealth Equity Services
Massachusetts
$103K +$2.88K +6,100 +3%
BFPW
2135
BOK Financial Private Wealth
Colorado
$98.8K +$16.1K +34 +19%
CBT
2136
CoreFirst Bank & Trust
Kansas
$98.3K -$118K -250 -55%
HF
2137
Halpern Financial
Virginia
$97.9K -$94.5K -200 -49%
SOAMC
2138
Spirit of America Management Corp
New York
$94.5K – – –
NSIM
2139
North Star Investment Management
Illinois
$93.4K +$472 +1 +0.5%
MUMSS
2140
Mitsubishi UFJ Morgan Stanley Securities
Japan
$91K +$20.3K +43 +29%
MCI
2141
MRP Capital Investments
Georgia
$90.3K – – –
BDS
2142
Banco de Sabadell
Florida
$88K +$50.4K +106 +134%
BCMLT
2143
Beacon Capital Management LLC (Tennessee)
Tennessee
$87.5K -$8.04K -17 -8%
LWANC
2144
Laurel Wealth Advisors (North Carolina)
North Carolina
$85.1K – – –
VCM
2145
Vigilant Capital Management
Maine
$85K -$19.8K -42 -19%
TAM
2146
Tucker Asset Management
Colorado
$84.1K +$52.5K +111 +166%
SIS
2147
Strategic Investment Solutions
Illinois
$83.7K +$83.7K +177 New
HFM
2148
Hartford Financial Management
Connecticut
$83.7K – – –
OCM
2149
Orion Capital Management
California
$83.7K – – –
WB
2150
Webster Bank
Connecticut
$83.7K – – –
84 85
86
87 88