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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 %
OR
1401
Olympiad Research
Connecticut
$645K +$435K +1,064 +207%
CS
1402
Capital Square
Tennessee
$641K +$1.78K +4 +0.3%
FMII
1403
Farmers & Merchants Investments Inc
Nebraska
$641K -$17.2K -42 -3%
MMG
1404
Monetary Management Group
Missouri
$639K -$61.3K -150 -9%
WKSWA
1405
White Knight Strategic Wealth Advisors
New Jersey
$639K -$20.4K -50 -3%
GCM
1406
Gallacher Capital Management
Colorado
$639K – – –
RSWM
1407
Robertson Stephens Wealth Management
California
$636K -$10.2K -25 -2%
NERM
1408
New England Research & Management
Illinois
$636K +$636K +1,554 New
LWAM
1409
Legacy Wealth Asset Management
Minnesota
$636K – – –
SA
1410
SL Advisors
New Jersey
$633K -$17.2K -42 -3%
GLA
1411
Good Life Advisors
Pennsylvania
$633K -$7.78K -19 -1%
WF
1412
Warner Financial
Maryland
$633K – – –
PWG
1413
Portside Wealth Group
Utah
$633K +$51.4K +126 +9%
CBNLCF
1414
Cognios Beta Neutral Large Cap Fund
Kansas
$627K -$47.8K -117 -7%
RB
1415
Renasant Bank
Mississippi
$627K +$8.18K +20 +1%
RFA
1416
Resurgent Financial Advisors
Georgia
$626K +$12.7K +31 +2%
IIM
1417
Ipswich Investment Management
Massachusetts
$625K +$396K +969 +173%
CT
1418
Cambridge Trust
Massachusetts
$623K -$14.3K -35 -2%
AAM
1419
Auxier Asset Management
Oregon
$623K +$1.23K +3 +0.2%
RB
1420
Rodgers Brothers
Pennsylvania
$619K -$204K -500 -25%
GWM
1421
GDS Wealth Management
Texas
$615K -$26.2K -64 -4%
WA
1422
WBH Advisory
Maryland
$614K +$9.81K +24 +2%
AAP
1423
Aristotle Atlantic Partners
Florida
$613K – – –
TLCM
1424
Twin Lakes Capital Management
California
$612K – – –
IA
1425
IFG Advisory
Georgia
$611K +$611K +1,493 New
55 56
57
58 59