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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 %
WANY
1176
Wealthspire Advisors (New York)
New York
$996K +$207K +506 +26%
FSA
1177
Financial Security Advisor
Virginia
$995K +$995K +2,433 New
Los Angeles Capital Management
1178
Los Angeles Capital Management
California
$991K – – –
SF
1179
Symphony Financial
Texas
$991K +$25.7K +63 +3%
MCM
1180
Mendel Capital Management
Arkansas
$990K -$1.23K -3 -0.1%
CI
1181
Cigna Investments
Connecticut
$989K -$136K -333 -12%
BHWM
1182
Bar Harbor Wealth Management
New Hampshire
$989K +$129K +316 +15%
FBC
1183
Fairfield, Bush & Co
Connecticut
$986K – – –
SWIG
1184
Strategic Wealth Investment Group
Kentucky
$984K -$10.2K -25 -1%
LFA
1185
Legacy Financial Advisors
Kentucky
$982K -$21.7K -53 -2%
AC
1186
AXQ Capital
New Jersey
$982K +$982K +2,400 New
EHWM
1187
Eads & Heald Wealth Management
Georgia
$977K -$30.7K -75 -3%
MTC
1188
Matrix Trust Company
Colorado
$974K -$242K -592 -20%
RAM
1189
Redmond Asset Management
Virginia
$965K +$382K +934 +66%
CP
1190
Covenant Partners
Tennessee
$964K – – –
CAMV
1191
Concord Asset Management (Virginia)
Virginia
$960K +$752K +1,840 +361%
MCIA
1192
Mountain Capital Investment Advisors
Colorado
$958K -$935K -2,102 -49%
MWC
1193
MBM Wealth Consultants
Missouri
$956K +$120K +273 +14%
CCA
1194
Catalyst Capital Advisors
New York
$955K -$133K -324 -12%
RFN
1195
RDA Financial Network
Iowa
$953K +$33.9K +83 +4%
AWE
1196
Avidian Wealth Enterprises
Texas
$952K -$49.1K -120 -5%
BMCM
1197
Bryn Mawr Capital Management
Pennsylvania
$950K +$246K +602 +35%
WDA
1198
Wendell David Associates
New Hampshire
$950K +$950K +2,323 New
DFC
1199
DB Fitzpatrick & Co
Idaho
$949K +$24.9K +61 +3%
CRC
1200
Curi RMB Capital
Illinois
$949K +$5.73K +14 +0.6%
46 47
48
49 50