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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 %
CG
1351
Caprock Group
Idaho
$714K +$10.6K +26 +2%
FPIS
1352
Financial Planning & Information Services
Wisconsin
$714K – – –
CPIG
1353
Chicago Partners Investment Group
Illinois
$714K +$34.4K +77 +5%
MCM
1354
Monarch Capital Management
Indiana
$713K +$7.77K +19 +1%
AA
1355
Advisory Alpha
Michigan
$711K +$86.3K +211 +14%
PEA
1356
Park Edge Advisors
Ohio
$710K -$32.3K -79 -4%
KCM
1357
Kathmere Capital Management
Pennsylvania
$710K -$22.1K -54 -3%
CC
1358
Cadinha & Co
Hawaii
$709K -$12.3M -29,986 -95%
BIA
1359
Benchmark Investment Advisors
Illinois
$709K +$18.8K +46 +3%
CC
1360
Corton Capital
Ontario, Canada
$707K +$58.1K +142 +9%
MCCA
1361
Mill Creek Capital Advisors
Pennsylvania
$706K -$47.8K -117 -6%
FFWA
1362
FRG Family Wealth Advisors
Washington
$705K -$6.13K -15 -0.9%
CHA
1363
Carmichael Hill & Associates
Maryland
$705K -$4.5K -11 -0.6%
EFSCE
1364
Enterprise Financial Services Corp (EFSC)
Missouri
$703K -$18.8K -46 -3%
KA
1365
Klingman & Associates
New York
$702K -$38K -93 -5%
IBOK
1366
Independence Bank of Kentucky
Kentucky
$702K +$57.7K +141 +9%
GFG
1367
Goldstone Financial Group
Illinois
$699K +$6.13K +15 +0.9%
FAN
1368
Financial Advisors Network
California
$698K +$698K +1,707 New
KMWM
1369
Keudell/Morrison Wealth Management
Oregon
$696K +$22.5K +55 +3%
BCM
1370
Becker Capital Management
Oregon
$695K -$40.1K -98 -5%
EA
1371
Emerald Advisors
Washington
$694K +$76.5K +187 +12%
BWM
1372
Baystate Wealth Management
Massachusetts
$694K +$8.59K +21 +1%
MMPW
1373
Mitchell McLeod Pugh & Williams
Alabama
$694K -$2.05K -5 -0.3%
PFBT
1374
Parkside Financial Bank & Trust
Missouri
$693K +$10.6K +26 +2%
CM
1375
Columbus Macro
Pennsylvania
$691K -$11.9K -29 -2%
53 54
55
56 57