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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 %
PWM
501
Perigon Wealth Management
California
$5.9M -$321K -785 -5%
TCOV
502
Trust Company of Vermont
Vermont
$5.89M +$222K +542 +4%
KNW
503
Kesler Norman & Wride
Utah
$5.82M -$26.6K -65 -0.5%
LK
504
Lumbard & Kellner
New Hampshire
$5.77M -$96.1K -235 -2%
IP
505
Intellectus Partners
California
$5.75M -$140K -342 -2%
WHG
506
Westwood Holdings Group
Texas
$5.73M -$219K -535 -4%
CNBT
507
Canandaigua National Bank & Trust
New York
$5.71M +$1.23K +3 +0%
LSERS
508
Louisiana State Employees Retirement System
Louisiana
$5.68M – – –
SGI
509
Summit Global Investments
Utah
$5.65M +$3.23M +7,892 +133%
CTA
510
Colonial Trust Advisors
South Carolina
$5.63M +$115K +280 +2%
SCA
511
Snowden Capital Advisors
New York
$5.58M -$279K -683 -5%
AMM
512
American Money Management
California
$5.57M +$320K +783 +6%
AI
513
Ariel Investments
Illinois
$5.56M – – –
IWC
514
Integrated Wealth Concepts
Massachusetts
$5.53M +$45K +110 +0.8%
FNT
515
First National Trust
Pennsylvania
$5.52M -$293K -717 -5%
Capstone Investment Advisors
516
Capstone Investment Advisors
New York
$5.42M +$4.99M +12,211 +1,174%
FTC
517
Farmers Trust Company
Ohio
$5.41M -$148K -361 -3%
FMC
518
First Merchants Corp
Indiana
$5.4M +$90.4K +221 +2%
CGH
519
Crossmark Global Holdings
Texas
$5.38M +$134K +308 +3%
ECM
520
Evergreen Capital Management
Washington
$5.37M -$15.9K -39 -0.3%
NGA
521
Naples Global Advisors
Florida
$5.37M +$229K +560 +4%
HEIP
522
Hudson Edge Investment Partners
New Jersey
$5.35M +$258K +631 +5%
CSIC
523
Clifford Swan Investment Counsel
California
$5.35M +$19.6K +48 +0.4%
CCM
524
Canal Capital Management
Virginia
$5.34M +$46.2K +113 +0.9%
AF
525
Allworth Financial
California
$5.34M -$94.9K -232 -2%
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