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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
1
Franklin Resources
California
$921M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$135M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.12B
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$152M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$243M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$2.43B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.18B
3
State Street
3
State Street
Massachusetts
$15.3B
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$98.6M
5
Invesco
5
Invesco
Georgia
$513M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$326M +$2.01M +4,728 +0.6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$289M +$64.1M +156,842 +28%
Barclays
28
Barclays
United Kingdom
$285M -$42.2M -103,303 -13%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$271M -$2.98M -7,287 -1%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$267M -$14M -34,301 -5%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$262M +$7.74M +18,932 +3%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$260M +$1.19M +2,908 +0.5%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$260M -$5.58M -13,640 -2%
BG
34
Bahl & Gaynor
Ohio
$258M -$5.44M -13,299 -2%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$243M +$103M +252,538 +74%
First Trust Advisors
36
First Trust Advisors
Illinois
$237M +$12.6M +30,758 +6%
Two Sigma Investments
37
Two Sigma Investments
New York
$221M +$22.7M +55,504 +11%
American Century Companies
38
American Century Companies
Missouri
$201M -$58.9M -144,073 -23%
UBS AM
39
UBS AM
Illinois
$201M -$11.2M -27,507 -5%
LPL Financial
40
LPL Financial
California
$196M +$10.4M +25,330 +6%
Deutsche Bank
41
Deutsche Bank
Germany
$193M -$4.07M -9,949 -2%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$186M -$10.3M -25,171 -5%
AQR Capital Management
43
AQR Capital Management
Connecticut
$184M +$45M +110,021 +32%
CWP
44
Capital Wealth Planning
Florida
$181M -$37.6M -91,891 -17%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$172M +$3.91M +9,553 +2%
LSV Asset Management
46
LSV Asset Management
Illinois
$168M +$10.7M +26,180 +7%
Citigroup
47
Citigroup
New York
$161M -$1.51M -3,689 -0.9%
AllianceBernstein
48
AllianceBernstein
Tennessee
$160M -$9.42M -23,030 -6%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$154M -$14.2M -34,655 -8%
Millennium Management
50
Millennium Management
New York
$153M -$25M -61,052 -14%
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