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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 %
BCPWM
2251
Bradley & Co Private Wealth Management
Florida
$6.15K – – –
CTB
2252
Country Trust Bank
Illinois
$5.67K -$11.3K -24 -67%
SGC
2253
Slocum, Gordon & Co
Rhode Island
$5.67K – – –
PS
2254
PayPay Securities
Japan
$5.2K -$2.84K -6 -35%
RDIA
2255
RE Dickinson Investment Advisors
Iowa
$4K – – –
SIA
2256
SkyView Investment Advisors
New Jersey
$4K +$4K +8 New
DWMG
2257
DB Wealth Management Group
California
$3.78K – – –
HWM
2258
Horizons Wealth Management
North Carolina
$3.78K – – –
JFG
2259
JDM Financial Group
Texas
$3.31K – – –
NMG
2260
New Millennium Group
Utah
$3.31K – – –
DF
2261
DecisionPoint Financial
Arizona
$2.84K – – –
CM
2262
Cornerstone Management
Georgia
$2.48K – – –
AWM
2263
Activest Wealth Management
Florida
$2.38K +$2.38K +5 New
TFM
2264
TFC Financial Management
Massachusetts
$2.38K – – –
HWP
2265
Highline Wealth Partners
California
$2.36K – – –
KIG
2266
Kessler Investment Group
Indiana
$2.36K – – –
IHWM
2267
Iron Horse Wealth Management
Iowa
$1.89K -$9.93K -21 -84%
SSC
2268
Syverson Strege & Co
Iowa
$1.12K – – –
WAM
2269
WFA Asset Management
Wisconsin
$1.03K – – –
TWP
2270
TFO Wealth Partners
Ohio
$945 -$1.42K -3 -60%
FGAM
2271
Financial Gravity Asset Management
Texas
$489 +$329 +1,003 +206%
ERSOT
2272
Employees Retirement System of Texas
Texas
– -$34.5M -70,869 Closed
TC
2273
Tairen Capital
Hong Kong
– -$30.2M -62,129 Closed
SFI
2274
Susquehanna Fundamental Investments
Pennsylvania
– -$24.7M -50,767 Closed
PCM
2275
Prime Capital Management
Hong Kong
– -$15.5M -31,829 Closed
89 90
91
92 93