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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 %
HS
2176
Horan Securities
United States
$58.6K -$1.89K -4 -3%
Parallax Volatility Advisers
2177
Parallax Volatility Advisers
California
$56.7K +$56.7K +120 New
JEST
2178
JTC Employer Solutions Trustee
Jersey
$56K – – –
AIP
2179
Ahrens Investment Partners
Louisiana
$55.8K +$55.8K +118 New
EARNEST Partners
2180
EARNEST Partners
Georgia
$53.4K – – –
FSWA
2181
Financial Synergies Wealth Advisors
Texas
$50.3K +$17.1K +36 +51%
PP
2182
PrairieView Partners
Minnesota
$48K -$5.13K -11 -10%
MTIC
2183
Missouri Trust & Investment Company
Missouri
$47.3K -$16.5K -35 -26%
PCC
2184
Park Circle Company
Maryland
$47.3K – – –
CNBTD
2185
Citizens National Bank Trust Department
Mississippi
$45.4K – – –
PSB
2186
Piscataqua Savings Bank
New Hampshire
$45.4K – – –
IAS
2187
IMA Advisory Services
Colorado
$44.9K – – –
NC
2188
NewSquare Capital
Pennsylvania
$44K +$9.46K +20 +27%
AWM
2189
Abound Wealth Management
Tennessee
$43.2K +$17.1K +36 +65%
AWM
2190
Atticus Wealth Management
Florida
$41.1K -$127K -269 -76%
TCM
2191
Tradewinds Capital Management
Washington
$41.1K -$19.4K -41 -32%
LOIP
2192
Live Oak Investment Partners
Texas
$40.2K -$41.4K – –
RWPA
2193
Richard W. Paul & Associates
Michigan
$38.8K -$7.09K -15 -15%
MIA
2194
Milestone Investment Advisors
Wisconsin
$38.3K +$38.3K +81 New
BWP
2195
Baldwin Wealth Partners
Massachusetts
$37.8K – – –
EAM
2196
Erste Asset Management
Austria
$37.8K +$37.8K +80 New
SC
2197
Schubert & Co
Texas
$36.9K +$2.36K +5 +7%
GFWA
2198
Grey Fox Wealth Advisors
Delaware
$36.6K +$10.4K +22 +40%
HWM
2199
HighMark Wealth Management
Minnesota
$36K – – –
BBPWM
2200
Blue Bell Private Wealth Management
Pennsylvania
$36K – – –
86 87
88
89 90