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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 %
RCM
1126
Radnor Capital Management
Pennsylvania
$1.13M +$1.13M +2,750 New
CCWM
1127
Cassaday & Co Wealth Management
Virginia
$1.12M +$2.45K +6 +0.2%
IFU
1128
iSAM Funds (UK)
United Kingdom
$1.12M +$1.12M +2,745 New
LWCFA
1129
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.12M +$887K +1,937 +382%
VAS
1130
Vestmark Advisory Solutions
Massachusetts
$1.12M -$2.27M -5,559 -67%
SIAG
1131
Signet Investment Advisory Group
Rhode Island
$1.11M +$818 +2 +0.1%
PA
1132
PFG Advisors
Arizona
$1.11M +$25.4K +62 +2%
TF
1133
Trek Financial
Arizona
$1.11M +$83.4K +204 +8%
NP
1134
Nilsine Partners
Colorado
$1.11M +$17.2K +42 +2%
MSFP
1135
Mark Sheptoff Financial Planning
Connecticut
$1.11M – – –
PWSG
1136
Pacific Wealth Strategies Group
California
$1.11M +$494K +1,207 +80%
JWM
1137
Jupiter Wealth Management
Colorado
$1.11M – – –
S
1138
SimplyRich
California
$1.11M -$3.68K -9 -0.3%
VCA
1139
Verdence Capital Advisors
Maryland
$1.11M +$200K +490 +22%
AA
1140
Argent Advisors
Louisiana
$1.11M +$13.5K +33 +1%
VC
1141
Veracity Capital
Georgia
$1.1M -$830K -2,031 -43%
BAM
1142
Beaumont Asset Management
Texas
$1.1M +$38.4K +94 +4%
PFSC
1143
Peoples Financial Services Corp
Pennsylvania
$1.1M -$10.2K -25 -0.9%
CFG
1144
Cooper Financial Group
California
$1.1M -$43.4K -106 -4%
FWTB
1145
First Western Trust Bank
Colorado
$1.09M – – –
NHC
1146
Nicholas Hoffman & Company
Georgia
$1.08M +$92.8K +227 +9%
PWM
1147
Purus Wealth Management
California
$1.07M +$18K +44 +2%
MGWM
1148
Marks Group Wealth Management
Minnesota
$1.07M -$86.7K -212 -7%
I
1149
InceptionR
California
$1.07M +$76.9K +188 +8%
KA
1150
Kovack Advisors
Florida
$1.07M -$113K -276 -10%
44 45
46
47 48