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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 %
RPCONE
1101
Retirement Planning Company of New England
Rhode Island
$1.18M +$494K +1,209 +72%
CRWM
1102
Castle Rock Wealth Management
California
$1.18M +$124K +310 +12%
CAM
1103
Covenant Asset Management
New Jersey
$1.18M -$3.27K -8 -0.3%
OC
1104
Oakworth Capital
Alabama
$1.18M -$96.5K -236 -8%
MWA
1105
Moser Wealth Advisors
Washington
$1.18M +$20K +49 +2%
CB
1106
Cadence Bank
Mississippi
$1.17M +$5.32K +13 +0.5%
TC
1107
Telemus Capital
Michigan
$1.17M -$261K -638 -18%
ICM
1108
Islay Capital Management
Texas
$1.17M +$4.91K +12 +0.4%
SM
1109
Sciencast Management
New Jersey
$1.17M +$1.17M +2,853 New
CF
1110
Centaurus Financial
California
$1.16M -$107K -262 -8%
IAIM
1111
International Assets Investment Management
Florida
$1.16M +$72.3K +797 +7%
DJSG
1112
D.J. St. Germain
Massachusetts
$1.16M – – –
BC
1113
Bridgefront Capital
Texas
$1.15M +$621K +1,519 +116%
AFG
1114
Alterity Financial Group
Maine
$1.15M +$818 +2 +0.1%
IFWM
1115
Institute for Wealth Management
Colorado
$1.15M – – –
LSPW
1116
Lake Street Private Wealth
Illinois
$1.15M +$50.5K +123 +5%
BA
1117
Bridgewater Associates
Connecticut
$1.15M +$1.15M +2,806 New
LC
1118
LCNB Corp
Ohio
$1.14M – – –
CCT
1119
Capital City Trust
Florida
$1.13M +$1.13M +2,774 New
EM
1120
Excalibur Management
Massachusetts
$1.13M +$56.4K +138 +5%
BCM
1121
BluePath Capital Management
Georgia
$1.13M +$1.13M +2,772 New
RGC
1122
Roberts, Glore & Co
Illinois
$1.13M +$14.7K +36 +1%
SC
1123
Savoie Capital
Illinois
$1.13M +$1.13M +2,763 New
VBCG
1124
Valley Brook Capital Group
Pennsylvania
$1.13M +$12.3K +30 +1%
BCFD
1125
Boit C.F. David
$1.13M +$16.3K +40 +1%
43 44
45
46 47