LMT icon

Lockheed Martin
LMT

Overview Fund Activity

2,254 hedge funds and large institutions have $74.9B invested in Lockheed Martin in 2023 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 933 increasing their positions, 862 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,254
Holders Change
-39
Holders Change %
-1.7%
% of All Funds
35.94%
Holding in Top 10
56
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.08%
% of All Funds
0.89%
New
136
Increased
933
Reduced
862
Closed
144
Calls
$1.72B
Puts
$1.59B
Net Calls
+$138M
Net Calls Change
+$73.4M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$170M
2
Renaissance Technologies
Renaissance Technologies
New York
+$135M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$114M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
+$112M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$103M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$634M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$606M
3
State Street
State Street
Massachusetts
-$176M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$148M
5
Invesco
Invesco
Georgia
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
KP
326
Kiltearn Partners
United Kingdom
$11.3M -$286K -700 -2%
TWC
327
TD Waterhouse Canada
Ontario, Canada
$11.3M +$392K +902 +4%
BFS
328
Bard Financial Services
Connecticut
$11.1M +$245K +600 +2%
RFC
329
Regions Financial Corp
Alabama
$11.1M +$72.8K +178 +0.7%
GVAG
330
Great Valley Advisor Group
Delaware
$11M +$1.56M +3,806 +17%
Macquarie Group
331
Macquarie Group
Australia
$11M -$2.89M -7,069 -21%
BWL
332
Bogart Wealth LLC
Virginia
$10.8M -$278K -679 -3%
SIA
333
Sit Investment Associates
Minnesota
$10.7M +$2.22M +5,422 +26%
Envestnet Portfolio Solutions
334
Envestnet Portfolio Solutions
Illinois
$10.7M +$10.7M +26,190 New
Balyasny Asset Management
335
Balyasny Asset Management
Illinois
$10.6M +$4.89M +11,946 +85%
GIM
336
Grassi Investment Management
California
$10.6M -$51.1K -125 -0.5%
FNBT
337
FineMark National Bank & Trust
Florida
$10.5M -$339K -830 -3%
SAM
338
Strategy Asset Managers
California
$10.4M -$1.03M -2,519 -9%
CAC
339
Core Alternative Capital
Georgia
$10.4M -$633K -1,547 -6%
SCM
340
Stevens Capital Management
Pennsylvania
$10.4M +$8.23M +20,120 +386%
BC
341
Burney Company
Virginia
$10.3M -$24.1K -59 -0.2%
AA
342
Apriem Advisors
California
$10.3M -$198K -485 -2%
Holocene Advisors
343
Holocene Advisors
New York
$10.3M +$10.3M +25,091 New
HIMC
344
Heritage Investors Management Corp
Maryland
$10.2M +$127K +310 +1%
LW
345
Linscomb Wealth
Texas
$10.1M -$441K -1,078 -4%
MPWT
346
MassMutual Private Wealth & Trust
Connecticut
$10.1M +$547K +1,338 +6%
NAM
347
Nissay Asset Management
Japan
$10.1M +$319K +779 +3%
SCM
348
Shelton Capital Management
Colorado
$10.1M -$450K -1,100 -4%
CF
349
Cantor Fitzgerald
New York
$10M -$1.05M -2,566 -9%
GS
350
GTS Securities
New York
$9.96M +$8.31M +20,314 +503%
12 13
14
15 16