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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 %
WA
1276
WP Advisors
California
$809K +$5.73K +14 +0.7%
GL
1277
Graypoint LLC
New York
$809K +$146K +358 +22%
EFG
1278
Ethos Financial Group
Pennsylvania
$809K -$4.5K -11 -0.6%
FPB
1279
First PREMIER Bank
South Dakota
$808K -$14.3K -35 -2%
LWA
1280
Lineweaver Wealth Advisors
Ohio
$805K +$447K +1,093 +125%
Axa
1281
Axa
France
$804K – – –
CA
1282
Cornerstone Advisory
Maryland
$804K +$1.64K +4 +0.2%
AWA
1283
Authentikos Wealth Advisory
California
$802K – – –
BTWM
1284
Baker Tilly Wealth Management
Wisconsin
$801K -$88.7K -217 -10%
SFO
1285
Stokes Family Office
Louisiana
$798K -$385K -942 -33%
CWM
1286
Cornerstone Wealth Management
Missouri
$798K +$119K +291 +18%
HCA
1287
Harbour Capital Advisors
Virginia
$795K – – –
PPC
1288
Park Place Capital
Alabama
$794K +$42.5K +104 +6%
WBC
1289
West Branch Capital
Massachusetts
$793K -$10.2K -25 -1%
EIA
1290
Edgemoor Investment Advisors
Maryland
$793K – – –
CGL
1291
Clarius Group LLC
Washington
$791K -$215K -525 -21%
PFGIA
1292
Patriot Financial Group Insurance Agency
Massachusetts
$790K -$5.73K -14 -0.7%
TCB
1293
Texas Capital Bancshares
Texas
$790K -$13.5K -33 -2%
FNFDCM
1294
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$789K -$6.54K -16 -0.8%
TAM
1295
Titleist Asset Management
Texas
$789K +$41.3K +101 +6%
SL
1296
SWMG LLC
Texas
$787K +$196K +479 +33%
GCA
1297
Gradient Capital Advisors
California
$786K +$6.14K +15 +0.8%
PTB
1298
Pioneer Trust Bank
Oregon
$785K – – –
WQ
1299
Wealth Quarterback
New Jersey
$781K +$542K +1,326 +227%
SFI
1300
SPC Financial Inc
Maryland
$780K +$4.09K +10 +0.5%
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