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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 %
KIC
426
Keating Investment Counselors
Florida
$7.25M +$103K +252 +1%
PR
427
Payden & Rygel
California
$7.25M -$4.58M -11,200 -39%
PRIG
428
Payden & Rygel Investment Group
California
$7.25M +$7.25M +17,720 New
ECM
429
ExodusPoint Capital Management
New York
$7.25M +$2.1M +5,137 +41%
AA
430
ALPS Advisors
Colorado
$7.24M +$730K +1,785 +11%
VPIM
431
Vanguard Personalized Indexing Management
California
$7.22M +$456K +1,115 +7%
HSA
432
HBK Sorce Advisory
Pennsylvania
$7.19M -$33.9K -83 -0.5%
1IA
433
1834 Investment Advisors
Wisconsin
$7.15M -$197K -482 -3%
BCI
434
Brinker Capital Investments
Pennsylvania
$7.15M +$51.1K +125 +0.7%
OPS
435
Orion Portfolio Solutions
Nebraska
$7.15M +$51.1K +125 +0.7%
OA
436
Oak Associates
Ohio
$7.14M – – –
MSRPS
437
Maryland State Retirement & Pension System
Maryland
$7.12M +$58.1K +142 +0.8%
BRWA
438
B. Riley Wealth Advisors
Florida
$7.08M +$502K +1,227 +8%
TCBWMS
439
Texas Capital Bank Wealth Management Services
Texas
$7.07M -$1.72M -4,194 -20%
Fayez Sarofim & Co
440
Fayez Sarofim & Co
Texas
$7.06M +$66.7K +163 +1%
OHIS
441
Oak Harvest Investment Services
Texas
$7.02M +$845K +2,067 +14%
ETC
442
Exchange Traded Concepts
Oklahoma
$7.02M +$271K +663 +4%
LI
443
Lafayette Investments
Maryland
$6.98M +$67.1K +164 +1%
DWM
444
Destination Wealth Management
California
$6.97M +$70.7K +173 +1%
WAS
445
Wesleyan Assurance Society
United Kingdom
$6.96M – – –
JPWM
446
Jamison Private Wealth Management
Georgia
$6.93M +$6.93M +16,948 New
AIA
447
Allied Investment Advisors
Montana
$6.89M +$186K +454 +3%
PFO
448
Pathstone Family Office
New Jersey
$6.88M +$4.1M +10,028 +148%
BL
449
BCWM LLC
Kansas
$6.83M +$6.54K +16 +0.1%
EW
450
Evexia Wealth
Wisconsin
$6.83M +$977K +2,182 +17%
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