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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 %
SA
751
Scarborough Advisors
Maryland
$2.74M +$4.5K +11 +0.2%
GW
752
GW & Wade
Massachusetts
$2.73M -$424K -1,036 -13%
HCMT
753
Highland Capital Management (Tennessee)
Tennessee
$2.72M -$8.18K -20 -0.3%
ECM
754
Exchange Capital Management
Michigan
$2.7M -$6.13K -15 -0.2%
WSTAM
755
Wilbanks Smith & Thomas Asset Management
Virginia
$2.69M -$187K -457 -6%
PC
756
Permanens Capital
New York
$2.68M +$119K +290 +5%
DWP
757
Daymark Wealth Partners
Ohio
$2.68M +$45.8K +112 +2%
RA
758
RFG Advisory
Alabama
$2.68M -$346K -845 -11%
BAM
759
Belpointe Asset Management
Nevada
$2.68M +$350K +857 +15%
BL
760
Balentine LLC
Georgia
$2.68M -$358K -876 -12%
NC
761
Nicholas Company
Wisconsin
$2.67M -$10.2K -25 -0.4%
MSA
762
Marino Stram & Associates
Massachusetts
$2.66M +$27K +66 +1%
Fisher Asset Management
763
Fisher Asset Management
Washington
$2.65M +$341K +833 +15%
FWP
764
FAS Wealth Partners
Kansas
$2.65M +$31.9K +78 +1%
MCM
765
McDonough Capital Management
Florida
$2.64M +$47.1K +115 +2%
IWM
766
IHT Wealth Management
Illinois
$2.63M +$137K +334 +5%
EF
767
Empowered Funds
Pennsylvania
$2.6M -$459K -1,122 -15%
EFS
768
Essex Financial Services
Connecticut
$2.58M -$34.4K -84 -1%
CFGS
769
Concourse Financial Group Securities
Alabama
$2.56M +$209K +512 +9%
CBB
770
Citizens Business Bank
California
$2.56M -$94.5K -231 -4%
GRP
771
Global Retirement Partners
California
$2.55M -$306K -762 -11%
WT
772
Whittier Trust
California
$2.54M -$8.59K -21 -0.3%
AAM
773
Aureus Asset Management
Massachusetts
$2.54M – – –
CK
774
Cohen Klingenstein
New York
$2.54M – – –
AIC
775
Archer Investment Corporation
Indiana
$2.53M +$37.6K +92 +2%
29 30
31
32 33