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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 %
NFC
1001
Northeast Financial Consultants
Connecticut
$1.45M – – –
FWM
1002
Forza Wealth Management
Florida
$1.45M – – –
T
1003
TCWP
Ohio
$1.44M -$146K -357 -9%
SPWM
1004
Schrum Private Wealth Management
Florida
$1.43M +$409 +1 +0%
PFA
1005
Pure Financial Advisors
California
$1.43M +$3.68K +9 +0.3%
CSPIA
1006
Cary Street Partners Investment Advisory
Virginia
$1.43M +$150K +368 +12%
AMIM
1007
Aull & Monroe Investment Management
Alabama
$1.43M – – –
ADL
1008
Asset Dedication LLC
California
$1.43M +$552K +1,360 +63%
FFBTD
1009
First Financial Bank - Trust Division
Ohio
$1.43M -$135K -330 -9%
MWM
1010
Mission Wealth Management
California
$1.42M +$280K +684 +25%
MNBTD
1011
Moody National Bank Trust Division
Texas
$1.42M -$55.2K -135 -4%
WAL
1012
W Advisors LLC
Tennessee
$1.41M +$1.64K +4 +0.1%
HA
1013
Herold Advisors
New York
$1.41M +$112K +274 +9%
WAC
1014
William Allan Corp
Colorado
$1.4M +$38.9K +95 +3%
GDP
1015
Great Diamond Partners
Maine
$1.4M +$27.4K +67 +2%
VA
1016
Valmark Advisers
Ohio
$1.39M -$14.7K -36 -1%
PAM
1017
Paradigm Asset Management
New York
$1.39M -$81.8K -200 -6%
CWM
1018
C2C Wealth Management
Arizona
$1.39M -$9.37K -23 -0.7%
CWAG
1019
Compton Wealth Advisory Group
Virginia
$1.38M – – –
Vontobel Holding
1020
Vontobel Holding
Switzerland
$1.38M +$524K +1,281 +61%
MFA
1021
Mayflower Financial Advisors
Massachusetts
$1.38M -$24.5K -60 -2%
CLOS
1022
Compagnie Lombard Odier SCmA
Switzerland
$1.38M +$10.2K +25 +0.7%
GKWIM
1023
Gerber Kawasaki Wealth & Investment Management
California
$1.38M +$47.9K +117 +4%
BOPW
1024
Brandywine Oak Private Wealth
Pennsylvania
$1.37M -$40.5K -99 -3%
DBRC
1025
D.B. Root & Company
Pennsylvania
$1.37M +$40.9K +100 +3%
39 40
41
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