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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 %
ZIG
1426
Zullo Investment Group
Pennsylvania
$609K +$45.8K +112 +8%
AT
1427
American Trust
Kentucky
$606K +$54K +132 +10%
BC
1428
Barrett & Company
Rhode Island
$602K -$818 -2 -0.1%
CIA
1429
Cohen Investment Advisors
New Hampshire
$602K -$28.6K -70 -5%
LWM
1430
Liberty Wealth Management
California
$601K +$2.86K +7 +0.5%
FDCC
1431
Foster Dykema Cabot & Co
Massachusetts
$600K – – –
JSL
1432
JT Stratford LLC
Georgia
$597K -$10.2K -25 -2%
AP
1433
Advisors Preferred
Maryland
$595K +$195K +478 +49%
TT
1434
TI-Trust
Illinois
$593K – – –
WP
1435
Waycross Partners
Kentucky
$593K – – –
PWW
1436
Pettyjohn Wood & White
Virginia
$591K – – –
SFG
1437
Sterling Financial Group
California
$591K – – –
LCWP
1438
Legacy Capital Wealth Partners
Arkansas
$589K +$589K +1,440 New
NWM
1439
Northcape Wealth Management
New York
$589K -$3.68K -9 -0.6%
CFO
1440
CVA Family Office
Colorado
$588K -$9K -22 -2%
MPAM
1441
Murphy Pohlad Asset Management
Minnesota
$585K +$10.2K +25 +2%
PCA
1442
Pallas Capital Advisors
Massachusetts
$585K +$20.1K +45 +4%
PWPS
1443
Pinnacle Wealth Planning Services
Ohio
$584K +$9.41K +23 +2%
BA
1444
Bristlecone Advisors
Washington
$583K -$9.82K -24 -2%
KFA
1445
Kapstone Financial Advisors
Ohio
$580K +$31.9K +78 +6%
BEI
1446
Benjamin Edwards Inc
Missouri
$579K -$128K -313 -18%
MYIA
1447
Mount Yale Investment Advisors
Colorado
$578K +$11K +27 +2%
WPW
1448
Waldron Private Wealth
Pennsylvania
$577K -$36.8K -90 -6%
IF
1449
Ironwood Financial
Arizona
$577K -$409 -1 -0.1%
PG
1450
Prostatis Group
Maryland
$575K -$124M -295,721 -100%
56 57
58
59 60