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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 %
DWA
1501
Douglass Winthrop Advisors
New York
$521K – – –
BIA
1502
BHK Investment Advisors
Alabama
$519K -$32.7K -80 -6%
FCA
1503
FLC Capital Advisors
California
$519K +$6.54K +16 +1%
BCG
1504
Breakwater Capital Group
New Jersey
$518K -$6.33K -14 -1%
TWM
1505
Tradition Wealth Management
Minnesota
$516K – – –
WFM
1506
Wolff Financial Management
Michigan
$516K +$516K +1,261 New
FCFC
1507
First Commonwealth Financial Corp
Pennsylvania
$515K +$6.13K +15 +1%
SWA
1508
Sutton Wealth Advisors
Florida
$515K +$29.4K +72 +6%
EWM
1509
Empirical Wealth Management
Washington
$514K -$244K -597 -32%
XC
1510
XY Capital
Hong Kong
$513K +$513K +1,255 New
ETIA
1511
Epic Trust Investment Advisors
Washington
$513K -$1.23K -3 -0.2%
GCM
1512
Greenland Capital Management
New York
$511K -$2.07M -5,050 -80%
PWAM
1513
Pinnacle West Asset Management
Wyoming
$509K +$24.5K +60 +5%
HAG
1514
HF Advisory Group
Maryland
$507K +$32.5K +79 +7%
CA
1515
Cresta Advisors
Texas
$506K – – –
MFC
1516
Mechanics Financial Corp
Ohio
$505K – – –
WKWM
1517
Walter & Keenan Wealth Management
Indiana
$504K – – –
GAM
1518
Grandview Asset Management
Pennsylvania
$504K +$504K +1,233 New
KIA
1519
KLR Investment Advisors
Rhode Island
$504K -$41.1K -87 -8%
AAB
1520
ABN AMRO Bank
Netherlands
$504K -$15.2K -37 -3%
LA
1521
Lifeworks Advisors
Michigan
$502K +$165K +404 +49%
AIP
1522
Almanack Investment Partners
Pennsylvania
$501K +$4.09K +10 +0.8%
AI
1523
Atom Investors
Texas
$501K +$162K +397 +48%
CAWM
1524
Capital Advisors Wealth Management
Washington
$500K +$60.5K +148 +14%
BLC
1525
Brown, Lisle/Cummings
Rhode Island
$498K +$20.9K +51 +4%
59 60
61
62 63