LMT icon

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
$368M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$277M
3
Marshall Wace
Marshall Wace
United Kingdom
$178M
4
Two Sigma Investments
Two Sigma Investments
New York
$224M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$158M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.55B
2
Capital World Investors
Capital World Investors
California
$3.45B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$254M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.14B
5
MMA
Mizuho Markets Americas
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
2251
Belmont Capital
California
$14.7K – – –
MFG
2252
Mendota Financial Group
Wisconsin
$13.8K -$13.8K -30 -50%
CT
2253
Clearstead Trust
Maine
$13.8K – – –
QL
2254
Quarry LP
New York
$13.8K +$13.8K +30 New
PCM
2255
Perritt Capital Management
Illinois
$12.4K – – –
CP
2256
Castleview Partners
Texas
$12.4K – – –
ECM
2257
Estabrook Capital Management
New York
$12K – – –
LFA
2258
Level Financial Advisors
New York
$11.6K +$11.6K +25 New
TJHA
2259
Thomas J. Herzfeld Advisors
Florida
$10.6K – – –
SAG
2260
Spotlight Asset Group
Illinois
$8.75K +$8.75K +19 New
BHWM
2261
Beaird Harris Wealth Management
Texas
$8.29K – – –
SIC
2262
SJS Investment Consulting
Ohio
$7.83K -$2.76K -6 -26%
SCA
2263
Stuart Chaussee & Associates
California
$7.83K – – –
NL
2264
NVWM LLC
Pennsylvania
$7.83K +$1.38K +3 +21%
RTL
2265
Red Tortoise LLC
Georgia
$7.37K – – –
TCM
2266
TD Capital Management
Tennessee
$6.95K – – –
BCM
2267
Birch Capital Management
Texas
$6.91K – – –
NECFA
2268
New England Capital Financial Advisors
Connecticut
$6.86K – – –
MIM
2269
Macroview Investment Management
Maryland
$6.8K – – –
AFS
2270
Annapolis Financial Services
Maryland
$6.45K – – –
BCPWM
2271
Bradley & Co Private Wealth Management
Florida
$5.99K – – –
IA
2272
IFS Advisors
Kansas
$5.98K +$5.98K +13 New
GAG
2273
Goodman Advisory Group
Massachusetts
$5.53K -$1.73M -3,753 -100%
CTB
2274
Country Trust Bank
Illinois
$5.53K – – –
TVWM
2275
Tower View Wealth Management
Wisconsin
$5K +$5K +10 New
89 90
91
92 93