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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 %
VFA
801
Voya Financial Advisors
Connecticut
$2.43M +$311K +756 +15%
Gates Foundation Trust
802
Gates Foundation Trust
Washington
$2.41M +$2.41M +5,900 New
KCM
803
Kornitzer Capital Management
Kansas
$2.41M +$106K +260 +5%
TAM
804
Tealwood Asset Management
Minnesota
$2.41M -$20.5K -50 -0.8%
EFMC
805
Empire Financial Management Company
New York
$2.4M +$69.5K +170 +3%
BFG
806
Bleakley Financial Group
New Jersey
$2.4M -$451K -1,103 -16%
SS
807
Simplicity Solutions
Minnesota
$2.4M -$429K -1,049 -15%
TIP
808
Torray Investment Partners
Maryland
$2.39M +$113K +276 +5%
CPA
809
Capital Planning Advisors
California
$2.38M -$27.4K -67 -1%
RPWA
810
Regent Peak Wealth Advisors
Georgia
$2.38M +$4.5K +11 +0.2%
BFM
811
Boothbay Fund Management
New York
$2.37M +$2.16M +5,278 +1,009%
BTI
812
Blue Trust Inc
Georgia
$2.37M +$380K +826 +19%
BBHC
813
Brown Brothers Harriman & Co
New York
$2.37M -$5.32K -13 -0.2%
XSC
814
X-Square Capital
Puerto Rico
$2.36M – – –
CI Investments Inc
815
CI Investments Inc
Ontario, Canada
$2.33M +$79.8K +195 +4%
IWP
816
Icon Wealth Partners
Texas
$2.32M -$254K -621 -10%
FPCG
817
Fort Pitt Capital Group
Pennsylvania
$2.3M +$123K +302 +6%
CIC
818
Cornercap Investment Counsel
Georgia
$2.3M +$51.5K +126 +2%
AIP
819
Ameritas Investment Partners
Nebraska
$2.29M +$1.08M +2,644 +89%
JE
820
JMAC Enterprises
Pennsylvania
$2.29M -$4.5K -11 -0.2%
BCM
821
Brasada Capital Management
Texas
$2.28M -$1.42M -3,242 -38%
IIA
822
ICW Investment Advisors
Arizona
$2.27M +$74.8K +183 +3%
FM
823
Family Management
New York
$2.26M -$131K -320 -5%
AFAS
824
Acorn Financial Advisory Services
Virginia
$2.26M +$1.95M +4,759 +619%
AR
825
Advisory Research
Illinois
$2.26M -$505K -1,234 -18%
31 32
33
34 35