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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 %
SFP
651
Shepherd Financial Partners
Massachusetts
$3.58M +$108K +265 +3%
OIA
652
OneDigital Investment Advisors
Kansas
$3.56M +$629K +1,538 +21%
FNBOO
653
First National Bank of Omaha
Nebraska
$3.56M -$226K -552 -6%
MMM
654
Mendel Money Management
Illinois
$3.55M +$377K +921 +12%
SW
655
SlateStone Wealth
Florida
$3.54M +$2.61M +6,376 +281%
TCOT
656
Trust Company of Toledo
Ohio
$3.53M +$449K +1,098 +15%
Luther King Capital Management (LKCM)
657
Luther King Capital Management (LKCM)
Texas
$3.5M +$75.7K +185 +2%
AWM
658
Apollon Wealth Management
South Carolina
$3.5M +$419K +1,024 +14%
GIA
659
Gladstone Institutional Advisory
Florida
$3.5M +$183K +448 +6%
SHFP
660
Second Half Financial Partners
Florida
$3.48M -$2.45M -5,997 -41%
BOC
661
Barbara Oil Co
Illinois
$3.48M – – –
FAP
662
Financial Advisory Partners
Florida
$3.48M -$11.9K -29 -0.3%
TCM
663
TAM Capital Management
Connecticut
$3.46M +$3.46M +8,463 New
WAP
664
Wealthcare Advisory Partners
Pennsylvania
$3.45M -$13.5K -33 -0.4%
SLG
665
Stanley-Laman Group
Pennsylvania
$3.45M -$145K -355 -4%
MA
666
Montag & Associates
Georgia
$3.44M – – –
GI
667
GS Investments
Minnesota
$3.44M -$6.54K -16 -0.2%
SW
668
Solidarity Wealth
Utah
$3.44M +$1.58M +3,875 +86%
BOCM
669
Bontempo Ohly Capital Management
Maryland
$3.41M -$323K -789 -9%
EFIC
670
Eliot Finkel Investment Counsel
California
$3.39M -$12.3K -30 -0.4%
ACM
671
Aljian Capital Management
Nevada
$3.37M +$274K +669 +9%
HWAM
672
Hennion & Walsh Asset Management
New Jersey
$3.36M -$907K -2,218 -21%
MGP
673
Metis Global Partners
California
$3.35M +$579K +1,415 +21%
HWM
674
Hohimer Wealth Management
Washington
$3.34M -$47.8K -117 -1%
EF
675
Empirical Finance
Pennsylvania
$3.34M +$306K +749 +10%
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