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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 %
HDIM
2176
Hanson & Doremus Investment Management
Vermont
$67K – – –
SHIM
2177
Stone House Investment Management
Pennsylvania
$66.4K +$46.1K +100 +227%
BAM
2178
Bellevue Asset Management
Washington
$62.9K +$462 +1 +0.7%
CNBTD
2179
Citizens National Bank Trust Department
Mississippi
$62.6K +$18.4K +40 +42%
EWM
2180
Endurance Wealth Management
Rhode Island
$61K – – –
TC
2181
Tacita Capital
Ontario, Canada
$60K – – –
EA
2182
Evolution Advisers
Virginia
$60K – – –
IUHSA
2183
Itau Unibanco Holding S.A.
Brazil
$59.4K -$11.5K -25 -16%
HS
2184
Horan Securities
United States
$57.1K – – –
AA
2185
Addison Advisors
Vermont
$56.6K +$26.7K +58 +89%
CAS
2186
Coppell Advisory Solutions
Texas
$55.8K +$55.8K +122 New
JEST
2187
JTC Employer Solutions Trustee
Jersey
$54K – – –
EAM
2188
Erste Asset Management
Austria
$52.9K +$16.1K +35 +44%
LFG
2189
Larson Financial Group
Missouri
$52.9K +$41.9K +91 +379%
EARNEST Partners
2190
EARNEST Partners
Georgia
$52K – – –
WTG
2191
West Tower Group
Virginia
$51.1K +$51.1K +111 New
PMFA
2192
Plante Moran Financial Advisors
Michigan
$47.4K -$24.9K -54 -34%
MTIC
2193
Missouri Trust & Investment Company
Missouri
$47.4K +$1.38K +3 +3%
PP
2194
PrairieView Partners
Minnesota
$47K – – –
VC
2195
Vestor Capital
Illinois
$47K +$47K +103 New
PCC
2196
Park Circle Company
Maryland
$46K – – –
BWAM
2197
Boyd Watterson Asset Management
Ohio
$45.6K -$63.5K -138 -58%
PSB
2198
Piscataqua Savings Bank
New Hampshire
$44.2K – – –
BBPWM
2199
Blue Bell Private Wealth Management
Pennsylvania
$42.9K +$7.84K +17 +22%
FSWA
2200
Financial Synergies Wealth Advisors
Texas
$41.3K -$7.34K -16 -15%
86 87
88
89 90