LMT icon

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 %
WAM
2151
Worth Asset Management
Texas
$82.3K – – –
MFA
2152
McClarren Financial Advisors
Pennsylvania
$81K +$468 +1 +0.6%
CSWM
2153
Cassady Schiller Wealth Management
Ohio
$80.4K -$2.36K -5 -3%
OLVIG
2154
Oliver Lagore Vanvalin Investment Group
Michigan
$77.8K +$47.6K +101 +158%
MRCM
2155
M&R Capital Management
New Jersey
$77.1K +$26.5K +56 +52%
PB
2156
Pinnacle Bancorp
Nebraska
$76.6K -$14.7K -31 -16%
PAI
2157
Pittenger & Anderson Inc
Nebraska
$76.1K – – –
BIA
2158
Bell Investment Advisors
California
$75.6K -$9.46K -20 -11%
SC
2159
Solstein Capital
California
$75.2K – – –
CWA
2160
Core Wealth Advisors
Florida
$74.7K – – –
PMFA
2161
Plante Moran Financial Advisors
Michigan
$74.2K -$62.9K -133 -46%
TF
2162
TimeScale Financial
Massachusetts
$73.4K +$947 +2 +1%
IUHSA
2163
Itau Unibanco Holding S.A.
Brazil
$72.8K -$4.7M -9,946 -98%
KM
2164
Kalos Management
Georgia
$71.4K +$71.4K +151 New
FWA
2165
FSC Wealth Advisors
New York
$70.9K – – –
BCM
2166
Blume Capital Management
California
$70.9K – – –
HDIM
2167
Hanson & Doremus Investment Management
Vermont
$69K – – –
RFG
2168
RFP Financial Group
Georgia
$66.7K -$208K -440 -76%
ORAM
2169
One River Asset Management
Connecticut
$64.8K -$1.44M -3,050 -96%
BAM
2170
Bellevue Asset Management
Washington
$64.2K -$38.1K -80 -37%
EWM
2171
Endurance Wealth Management
Rhode Island
$63K – – –
ACA
2172
Atlas Capital Advisors
Wyoming
$62.9K – – –
EA
2173
Evolution Advisers
Virginia
$62K – – –
TC
2174
Tacita Capital
Ontario, Canada
$61K – – –
RI
2175
Ridgewood Investments
New Jersey
$59.4K +$59.4K +126 New
85 86
87
88 89