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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 %
OFW
1326
Omnia Family Wealth
Florida
$745K – – –
PP
1327
Patron Partners
Texas
$744K +$13.9K +34 +2%
ANTB
1328
AMG National Trust Bank
Colorado
$740K -$9.82K -24 -1%
GHAM
1329
Gilman Hill Asset Management
Connecticut
$739K +$14.3K +35 +2%
AFP
1330
Ausdal Financial Partners
Iowa
$738K -$29.9K -73 -4%
MIC
1331
Means Investment Company
Maine
$737K -$14.3K -35 -2%
DAM
1332
Diamant Asset Management
Connecticut
$736K – – –
WHC
1333
Wulff, Hansen & Co
California
$736K – – –
FIA
1334
FNY Investment Advisers
New York
$736K +$736K +1,800 New
RMAM
1335
Raab & Moskowitz Asset Management
New Jersey
$736K +$7.36K +18 +1%
ESCM
1336
Echo Street Capital Management
New York
$736K +$451K +1,104 +159%
MFG
1337
MidWestOne Financial Group
Iowa
$735K – – –
MAM
1338
MWA Asset Management
Massachusetts
$735K +$735K +1,798 New
SC
1339
Syon Capital
California
$734K +$734K +1,796 New
TCM
1340
Telos Capital Management
California
$730K +$156K +381 +27%
FTWA
1341
Fifth Third Wealth Advisors
Ohio
$730K +$483K +1,180 +195%
WMA
1342
Wealth Management Associates
New Jersey
$729K +$2.86K +7 +0.4%
TFP
1343
Tilia Fiduciary Partners
North Carolina
$728K +$84.7K +207 +13%
HSG
1344
Helen Stephens Group
Texas
$728K – – –
FCA
1345
FinTrust Capital Advisors
South Carolina
$725K +$3.68K +9 +0.5%
FCM
1346
Fortis Capital Management
Washington
$723K +$723K +1,768 New
TWA
1347
TCI Wealth Advisors
Arizona
$722K +$106K +259 +17%
GA
1348
Goldstein Advisors
Wisconsin
$721K +$29.9K +73 +4%
SCM
1349
Schnieders Capital Management
California
$721K +$65.4K +160 +10%
PWLP
1350
Prio Wealth Limited Partnership
Massachusetts
$719K +$9K +22 +1%
52 53
54
55 56