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 %
HF
2151
Halpern Financial
Virginia
$95.3K – – –
FCAG
2152
First Capital Advisors Group
New Jersey
$93.5K +$93.5K +203 New
PB
2153
Pinnacle Bancorp
Nebraska
$92.5K +$18K +39 +24%
NSIM
2154
North Star Investment Management
Illinois
$91.1K – – –
TF
2155
Tompkins Financial
New York
$90.2K -$16.6K -36 -16%
VCM
2156
Vigilant Capital Management
Maine
$89K +$6K +13 +7%
MCI
2157
MRP Capital Investments
Georgia
$87.9K – – –
TIM
2158
Tortoise Investment Management
New York
$87.5K +$69.1K +150 +375%
OLVIG
2159
Oliver Lagore Vanvalin Investment Group
Michigan
$84.4K +$8.3K +18 +11%
CWA
2160
Core Wealth Advisors
Florida
$84.3K +$11.5K +25 +16%
LWANC
2161
Laurel Wealth Advisors (North Carolina)
North Carolina
$82.9K – – –
HFM
2162
Hartford Financial Management
Connecticut
$81.5K – – –
CG
2163
Cutler Group
California
$79K +$79K +172 New
CSWM
2164
Cassady Schiller Wealth Management
Ohio
$78.3K – – –
WB
2165
Webster Bank
Connecticut
$77.8K -$3.68K -8 -5%
ZB
2166
Zions Bancorporation
Utah
$77.3K -$88.4K -192 -53%
BIA
2167
Bell Investment Advisors
California
$76.9K +$3.22K +7 +4%
MFA
2168
McClarren Financial Advisors
Pennsylvania
$76K -$3.69K -8 -5%
MRCM
2169
M&R Capital Management
New Jersey
$75.6K +$461 +1 +0.6%
PAI
2170
Pittenger & Anderson Inc
Nebraska
$74.1K – – –
SC
2171
Solstein Capital
California
$73.3K – – –
JFA
2172
JNBA Financial Advisors
Minnesota
$70.4K -$64K -139 -48%
BCM
2173
Blume Capital Management
California
$69.1K – – –
FWA
2174
FSC Wealth Advisors
New York
$69.1K – – –
SOW
2175
State of Wyoming
Wyoming
$68.1K -$206K -448 -75%
85 86
87
88 89