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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 %
SCM
2126
Silvant Capital Management
Georgia
$128K – – –
GWMIA
2127
Global Wealth Management Investment Advisory
Florida
$127K +$127K +277 New
BCV
2128
Banque Cantonale Vaudoise
Switzerland
$124K +$20.7K +45 +20%
MLA
2129
MB, Levis & Associates
Pennsylvania
$119K +$461 +1 +0.4%
PVH
2130
Psagot Value Holdings
Israel
$117K +$1.38K +3 +1%
GC
2131
Globeflex Capital
California
$116K – – –
HCM
2132
Highlander Capital Management
New Jersey
$115K – – –
AW
2133
Avion Wealth
Texas
$113K +$457 +1 +0.4%
CCA
2134
Column Capital Advisors
Indiana
$113K – – –
DEM
2135
Disciplined Equity Management
Florida
$112K – – –
DCM
2136
Dupont Capital Management
Delaware
$112K -$546K -1,187 -83%
SWIG
2137
Strategic Wealth Investment Group
Kentucky
$112K -$9.62K -209 -8%
SVCP
2138
Silicon Valley Capital Partners
California
$111K +$461 +1 +0.4%
GFL
2139
Granite FO LLC
New Hampshire
$108K – – –
FWM
2140
Focused Wealth Management
New York
$108K -$8.75K -19 -8%
Kayne Anderson Rudnick Investment Management
2141
Kayne Anderson Rudnick Investment Management
California
$106K -$64K -139 -38%
CFD
2142
Creative Financial Designs
Indiana
$105K -$62.7K -136 -37%
BCMLT
2143
Beacon Capital Management LLC (Tennessee)
Tennessee
$103K +$18K +39 +21%
JSAM
2144
J. Safra Asset Management
New York
$102K – – –
POIA
2145
Pin Oak Investment Advisors
Texas
$101K – – –
ME
2146
McIlrath & Eck
Washington
$100K +$85.2K +185 +561%
ICM
2147
Intrepid Capital Management
Florida
$97.6K +$97.6K +212 New
BFPW
2148
BOK Financial Private Wealth
Colorado
$96.3K – – –
WAM
2149
Worth Asset Management
Texas
$96.2K +$16.1K +35 +20%
CBT
2150
CoreFirst Bank & Trust
Kansas
$95.8K – – –
84 85
86
87 88