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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 %
CCA
901
Checchi Capital Advisers
California
$1.85M -$118K -288 -6%
IAN
902
Integrated Advisors Network
Texas
$1.85M -$3.44M -8,422 -65%
RWA
903
River Wealth Advisors
Pennsylvania
$1.84M +$69.1K +169 +4%
ZIG
904
Zurich Insurance Group
Switzerland
$1.84M -$57.1M -139,536 -97%
LF
905
Lantz Financial
Illinois
$1.84M -$40.5K -99 -2%
EWA
906
Exencial Wealth Advisors
Oklahoma
$1.84M -$190K -465 -9%
JWM
907
JGP Wealth Management
Oregon
$1.83M +$89.2K +218 +5%
FCAS
908
First Command Advisory Services
Texas
$1.83M +$1.83M +4,479 New
GIA
909
Gateway Investment Advisers
Ohio
$1.81M +$112K +274 +7%
WAS
910
WESPAC Advisors SoCal
California
$1.8M +$2.05K +5 +0.1%
FWM
911
Forefront Wealth Management
Pennsylvania
$1.8M +$6.95K +17 +0.4%
IA
912
Icon Advisers
Colorado
$1.8M – – –
SIA
913
Sage Investment Advisers
New York
$1.8M +$219K +535 +14%
KC
914
Kenfarb & Co
Kentucky
$1.8M -$14.3K -35 -0.8%
MS
915
Maven Securities
Jersey
$1.79M +$1.79M +4,376 New
PA
916
Parallel Advisors
California
$1.79M -$198K -484 -10%
OAJ
917
Ogorek Anthony Joseph
New York
$1.78M -$16.8K -41 -0.9%
PWA
918
Phoenix Wealth Advisors
North Carolina
$1.78M -$5.32K -13 -0.3%
BCA
919
Bay Colony Advisors
Massachusetts
$1.75M +$23.3K +57 +1%
MFG
920
Magnus Financial Group
New York
$1.74M -$27.4K -67 -2%
ST
921
Sabal Trust
Florida
$1.74M +$9K +22 +0.5%
CCA
922
Cobblestone Capital Advisors
New York
$1.73M +$95.7K +234 +6%
GSEP
923
Golden State Equity Partners
California
$1.7M -$44.2K -108 -3%
IRC
924
Investors Research Corp
Georgia
$1.7M – – –
CFS
925
Commonwealth Financial Services
West Virginia
$1.69M +$1.69M +4,140 New
35 36
37
38 39