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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
$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 %
CFA
2351
Camarda Financial Advisors
Florida
– -$268K -568 Closed
MS
2352
Maven Securities
Jersey
– -$267K -564 Closed
LWMNY
2353
Landmark Wealth Management (New York)
New York
– -$265K -560 Closed
PCMC
2354
Paragon Capital Management (Colorado)
Colorado
– -$255K -540 Closed
CCM
2355
Compton Capital Management
Rhode Island
– -$253K -535 Closed
IC
2356
Inscription Capital
Texas
– -$249K -527 Closed
MYLI
2357
Meiji Yasuda Life Insurance
Japan
– -$241K -509 Closed
NC
2358
NinePointTwo Capital
California
– -$238K -505 Closed
DWA
2359
Delap Wealth Advisory
Oregon
– -$236K -500 Closed
CWM
2360
Connecticut Wealth Management
Connecticut
– -$235K -498 Closed
GCP
2361
Garda Capital Partners
Minnesota
– -$232K -490 Closed
AWAU
2362
Alliance Wealth Advisors (Utah)
Utah
– -$227K -480 Closed
SMF
2363
Sterling Manor Financial
New York
– -$223K -472 Closed
VBWMG
2364
Von Berge Wealth Management Group
California
– -$230K -472 Closed
AAS
2365
Annex Advisory Services
Wisconsin
– -$219K -464 Closed
TTWM
2366
TCV Trust & Wealth Management
Virginia
– -$217K -459 Closed
FW
2367
FirstPurpose Wealth
Utah
– -$217K -459 Closed
WCAMG
2368
Woodard & Company Asset Management Group
North Carolina
– -$216K -456 Closed
MWA
2369
Mills Wealth Advisors
Texas
– -$216K -456 Closed
MAM
2370
McLean Asset Management
Virginia
– -$215K -454 Closed
IFS
2371
Ifrah Financial Services
Arkansas
– -$209K -442 Closed
MMA
2372
Miracle Mile Advisors
California
– -$208K -441 Closed
WCM
2373
Wedge Capital Management
North Carolina
– -$207K -438 Closed
TWP
2374
Tower Wealth Partners
Pennsylvania
– -$207K -437 Closed
TC
2375
TAGStone Capital
North Carolina
– -$205K -434 Closed
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