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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 %
CIA
2201
Cascade Investment Advisors
Oregon
$35.5K +$35.5K +75 New
KFP
2202
KB Financial Partners
New Jersey
$35K – – –
TAIM
2203
TD Ameritrade Investment Management
Nebraska
$35K +$2.37K +5 +7%
WPWM
2204
Western Pacific Wealth Management
Illinois
$34K – – –
WTA
2205
Washington Trust Advisors
Massachusetts
$33.1K – – –
IWP
2206
IAG Wealth Partners
Wisconsin
$32.6K -$17K -36 -34%
FMB
2207
Field & Main Bank
Kentucky
$31.7K -$2.36K -5 -7%
AA
2208
Addison Advisors
Vermont
$30.7K +$5.67K +12 +23%
MFT
2209
Moisand Fitzgerald Tamayo
Florida
$30.3K -$96.4K -204 -76%
PAG
2210
Paladin Advisory Group
Iowa
$28.8K +$28.8K +61 New
EDRH
2211
Edmond de Rothschild Holding
Switzerland
$28.4K +$14.2K +30 +100%
FRA
2212
Front Row Advisors
California
$28K – – –
MFG
2213
Mendota Financial Group
Wisconsin
$26.5K – – –
RA
2214
Rise Advisors
New York
$26.4K – – –
UFF
2215
USA Financial Formulas
Michigan
$25.1K +$25.1K +53 New
MCA
2216
Maryland Capital Advisors
Maryland
$23.6K – – –
GGI
2217
Godsey & Gibb Inc
Virginia
$23.2K +$18.9K +40 +444%
RG
2218
Retirement Group
California
$23K +$3.29K +7 +17%
LFA
2219
Legend Financial Advisors
Pennsylvania
$22.2K -$2.84K -6 -11%
SC
2220
Stephens Consulting
Michigan
$20.8K – – –
SHIM
2221
Stone House Investment Management
Pennsylvania
$20.8K +$20.8K +44 New
TIM
2222
Tortoise Investment Management
New York
$18.9K -$11.8K -25 -38%
CYG
2223
Clean Yield Group
Vermont
$18.9K -$4.73K -10 -20%
UCB
2224
United Community Bank
South Carolina
$18.9K – – –
OA
2225
Operose Advisors
Wisconsin
$18.9K – – –
87 88
89
90 91