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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 %
FFS
1226
Founders Financial Securities
Maryland
$900K -$5.32K -13 -0.6%
CTA
1227
Chesley Taft & Associates
Illinois
$894K -$12.3K -30 -1%
ICM
1228
IMS Capital Management
Oregon
$891K +$16.4K +40 +2%
CAAS
1229
Capital Asset Advisory Services
Michigan
$891K -$18.8K -43 -2%
RWM
1230
RKL Wealth Management
Pennsylvania
$880K -$40.9K -100 -4%
KCM
1231
Knoll Capital Management
Florida
$879K +$879K +2,150 New
GA
1232
GoalVest Advisory
New York
$879K +$75.7K +185 +9%
OTL
1233
Oak Thistle LLC
New York
$876K +$348K +852 +66%
AWM
1234
Accurate Wealth Management
Florida
$873K +$40.6K +92 +5%
MWA
1235
Monograph Wealth Advisors
California
$871K +$159K +388 +22%
WFAG
1236
Wescott Financial Advisory Group
Pennsylvania
$867K -$1.23K -3 -0.1%
DIA
1237
Dana Investment Advisors
Wisconsin
$866K +$29K +71 +3%
SFS
1238
Stiles Financial Services
Minnesota
$866K +$412K +1,007 +91%
CCT
1239
Chemung Canal Trust
New York
$865K -$10.2K -25 -1%
MIM
1240
Morningstar Investment Management
Illinois
$864K – – –
WPC
1241
Wedmont Private Capital
Pennsylvania
$864K -$252K -577 -23%
CCC
1242
Chelsea Counsel Company
California
$862K – – –
MCM
1243
Monument Capital Management
Virginia
$861K -$1.77M -4,329 -67%
P
1244
Pitcairn
Pennsylvania
$858K -$183K -448 -18%
ESB
1245
Essex Savings Bank
Connecticut
$856K -$4.91K -12 -0.6%
KFP
1246
Keystone Financial Planning
Ohio
$855K – – –
SSWM
1247
Strait & Sound Wealth Management
California
$855K +$358K +876 +72%
CIC
1248
Crawford Investment Counsel
Georgia
$854K -$37.2K -91 -4%
RWA
1249
Ropes Wealth Advisors
Massachusetts
$853K -$3.68K -9 -0.4%
WF
1250
Williams Financial
Vermont
$852K +$18.4K +45 +2%
48 49
50
51 52