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 %
DI
2226
Disciplined Investments
Oklahoma
$18K +$5.67K +12 +46%
YAL
2227
Your Advocates Ltd
Texas
$17.2K – – –
PP
2228
PFS Partners
New Jersey
$17K – – –
EAM
2229
Eukles Asset Management
Ohio
$17K – – –
VCM
2230
Versant Capital Management
Arizona
$15.6K -$5.2K -11 -25%
EBA
2231
Eagle Bay Advisors
New York
$15.6K -$5.67K -12 -27%
ME
2232
McIlrath & Eck
Washington
$15.6K – – –
BC
2233
Belmont Capital
California
$15.1K – – –
CIR
2234
Clear Investment Research
Georgia
$15.1K +$15.1K +32 New
CT
2235
Clearstead Trust
Maine
$14.2K -$123K -261 -90%
CP
2236
Castleview Partners
Texas
$12.8K – – –
PCM
2237
Perritt Capital Management
Illinois
$12.8K – – –
ECM
2238
Estabrook Capital Management
New York
$12.3K -$10.9K -23 -47%
LFG
2239
Larson Financial Group
Missouri
$11.3K +$1.89K +4 +20%
TJHA
2240
Thomas J. Herzfeld Advisors
Florida
$10.9K +$945 +2 +10%
SIC
2241
SJS Investment Consulting
Ohio
$10.9K +$1.89K +4 +21%
BHWM
2242
Beaird Harris Wealth Management
Texas
$8.51K -$38.8K -82 -82%
SCA
2243
Stuart Chaussee & Associates
California
$8.04K – – –
RTL
2244
Red Tortoise LLC
Georgia
$7.56K -$56.7K -120 -88%
TCM
2245
TD Capital Management
Tennessee
$7.14K – – –
BCM
2246
Birch Capital Management
Texas
$7.09K – – –
NECFA
2247
New England Capital Financial Advisors
Connecticut
$7K – – –
MIM
2248
Macroview Investment Management
Maryland
$6.93K +$462 +1 +7%
AFS
2249
Annapolis Financial Services
Maryland
$6.62K – – –
NL
2250
NVWM LLC
Pennsylvania
$6.62K -$596K -1,261 -99%
88 89
90
91 92