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 %
GD
2376
Grandfield & Dodd
New York
– -$205K -433 Closed
RCWM
2377
Royal Capital Wealth Management
Indiana
– -$204K -431 Closed
IWA
2378
IVC Wealth Advisors
Pennsylvania
– -$203K -429 Closed
LF
2379
LifeSteps Financial
California
– -$200K -424 Closed
EFM
2380
E Fund Management
China
– -$200K -424 Closed
CIM
2381
Chiron Investment Management
New York
– -$161K -341 Closed
BA
2382
Bellwether Advisors
Nebraska
– -$158K -335 Closed
MUMSS
2383
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$91K -193 Closed
OCM
2384
Orion Capital Management
California
– -$83.7K -177 Closed
SIS
2385
Strategic Investment Solutions
Illinois
– -$83.7K -177 Closed
KM
2386
Kalos Management
Georgia
– -$71.4K -151 Closed
Parallax Volatility Advisers
2387
Parallax Volatility Advisers
California
– -$56.7K -120 Closed
MIA
2388
Milestone Investment Advisors
Wisconsin
– -$38.3K -81 Closed
SC
2389
Schubert & Co
Texas
– -$36.9K -78 Closed
GFWA
2390
Grey Fox Wealth Advisors
Delaware
– -$36.6K -77 Closed
CIA
2391
Cascade Investment Advisors
Oregon
– -$35.5K -75 Closed
IWP
2392
IAG Wealth Partners
Wisconsin
– -$32.6K -69 Closed
SGC
2393
Slocum, Gordon & Co
Rhode Island
– -$5.67K -12 Closed
CSIA
2394
Carl Stuart Investment Advisor
Texas
– -$642K -10 Closed
CM
2395
Cornerstone Management
Georgia
– -$2.48K -5 Closed
SSC
2396
Syverson Strege & Co
Iowa
– -$1.12K -2 Closed
92 93 94 95
96