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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 %
AF
701
Advisornet Financial
Minnesota
$3.15M -$198K -485 -6%
JF
702
Jump Financial
Illinois
$3.15M +$2.29M +5,606 +266%
PFS
703
Physicians Financial Services
North Carolina
$3.15M – – –
SWA
704
Stratos Wealth Advisors
Ohio
$3.15M +$207K +507 +7%
SFA
705
Sequoia Financial Advisors
Ohio
$3.14M -$116K -284 -4%
ACM
706
Altrius Capital Management
North Carolina
$3.12M +$121K +296 +4%
RDWM
707
Red Door Wealth Management
Tennessee
$3.12M +$193K +471 +7%
AC
708
Asio Capital
Kentucky
$3.11M +$35.2K +86 +1%
PGAM
709
Princeton Global Asset Management
New Jersey
$3.11M +$204K +499 +7%
WF
710
Welch & Forbes
Massachusetts
$3.1M +$58.1K +142 +2%
WJWM
711
Williams Jones Wealth Management
New York
$3.1M -$92K -225 -3%
CW
712
CreativeOne Wealth
Kansas
$3.09M +$341K +835 +12%
CT
713
Chicago Trust
Illinois
$3.09M -$28.2K -69 -0.9%
JFGIW
714
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.05M +$200K +489 +7%
JCM
715
Jacobi Capital Management
Pennsylvania
$3.04M +$20.9K +51 +0.7%
TFS
716
Thoroughbred Financial Services
Tennessee
$3.03M +$744K +1,819 +33%
CII
717
Capital International Inc
California
$3.01M -$2.73M -6,671 -48%
RRAM
718
River Road Asset Management
Kentucky
$3M -$115K -282 -4%
HP
719
Hikari Power
Japan
$3M – – –
TCA
720
Trifecta Capital Advisors
Illinois
$2.99M +$353K +862 +13%
AAS
721
Ameritas Advisory Services
Nebraska
$2.99M +$1.34M +3,099 +81%
MPPLM
722
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.99M +$357K +872 +14%
HIP
723
HUB Investment Partners
Texas
$2.99M +$490K +1,199 +20%
CT
724
Coastline Trust
Rhode Island
$2.99M -$51.9K -127 -2%
OTPPB
725
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.98M -$481K -1,175 -14%
27 28
29
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