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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 %
HAFS
1526
Hapanowicz & Associates Financial Services
Pennsylvania
$493K – – –
DZ Bank
1527
DZ Bank
Germany
$492K +$16.8K +41 +4%
SIG
1528
Sargent Investment Group
Maryland
$492K +$3.27K +8 +0.7%
MWA
1529
MFA Wealth Advisors
Pennsylvania
$491K -$1.04M -2,550 -68%
TL
1530
Tradewinds LLC
North Carolina
$491K +$491K +1,201 New
TAM
1531
Tucker Asset Management
Colorado
$491K +$175K +427 +55%
HCM
1532
Harvey Capital Management
Florida
$491K +$491K +1,200 New
LSA
1533
Lion Street Advisors
Texas
$488K -$93.8K -230 -16%
SWS
1534
SYSTM Wealth Solutions
Illinois
$488K -$88.4K -216 -15%
BMCM
1535
Burns Matteson Capital Management
New York
$487K -$11.9K -29 -2%
KFS
1536
Kelly Financial Services
Massachusetts
$487K -$2.45K -6 -0.5%
AWG
1537
Altus Wealth Group
Colorado
$485K -$181K -442 -27%
SWA
1538
SOA Wealth Advisors
New York
$485K -$1.23K -3 -0.3%
CS
1539
Crescent Sterling
Louisiana
$484K -$15.5K -38 -3%
TI
1540
Truepoint Inc
Ohio
$483K +$166K +405 +52%
Fiera Capital (Canada)
1541
Fiera Capital (Canada)
Quebec, Canada
$483K – – –
WA
1542
Waverly Advisors
Alabama
$481K +$17.6K +43 +4%
FWM
1543
Fingerlakes Wealth Management
New York
$481K -$13.5K -33 -3%
KA
1544
Kozak & Associates
Colorado
$481K +$3.21K +8 +0.7%
TFA
1545
Teamwork Financial Advisors
Texas
$480K +$44.6K +109 +10%
AT
1546
Arden Trust
Delaware
$480K +$189K +463 +65%
MIA
1547
MMBG Investment Advisors
Florida
$478K – – –
IB
1548
Intrust Bank
Kansas
$474K -$58.1K -142 -11%
CAG
1549
Curtis Advisory Group
California
$473K -$112K -273 -19%
SFG
1550
StrategIQ Financial Group
Indiana
$473K +$3.68K +9 +0.8%
60 61
62
63 64