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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 %
FDS
1626
Freedom Day Solutions
Texas
$413K +$56.4K +138 +16%
SW
1627
SkyOak Wealth
Michigan
$413K – – –
CWM
1628
Congress Wealth Management
Massachusetts
$413K +$112K +274 +37%
LWM
1629
Laidlaw Wealth Management
New York
$412K -$1.02M -2,484 -71%
WDC
1630
Woodward Diversified Capital
California
$411K +$54.4K +133 +15%
FC
1631
Forte Capital
New York
$410K -$63.4K -155 -13%
MJRIC
1632
Mogy Joel R Investment Counsel
California
$409K -$859K -2,099 -68%
CC
1633
Copperleaf Capital
North Carolina
$409K -$36.4K -89 -8%
FWM
1634
Finer Wealth Management
Massachusetts
$409K +$409K +1,000 New
VCAM
1635
Van Cleef Asset Management
Ohio
$409K -$40.9K -100 -9%
HC
1636
Hourglass Capital
Texas
$409K – – –
CCP
1637
Clough Capital Partners
Massachusetts
$409K – – –
AF
1638
Affiance Financial
Minnesota
$409K – – –
T
1639
TrueFG
Texas
$409K – – –
MG
1640
Mather Group
Illinois
$408K -$92.4K -226 -18%
BDA
1641
Borer Denton & Associates
Pennsylvania
$408K +$3.68K +9 +0.9%
HFS
1642
HBC Financial Services
Washington
$408K +$204K +500 +100%
IA
1643
Inspire Advisors
Idaho
$407K -$4.09K -10 -1%
FAM
1644
Formidable Asset Management
Ohio
$406K – – –
PIP
1645
Peachtree Investment Partners
Florida
$401K -$52.7K -129 -12%
SR
1646
Syntax Research
Florida
$401K +$401K +981 New
CCP
1647
Carmel Capital Partners
California
$401K +$14.3K +35 +4%
PCMF
1648
Private Capital Management (Florida)
Florida
$400K – – –
PPW
1649
Parcion Private Wealth
Washington
$400K +$204K +500 +105%
NCM
1650
NCM Capital Management
New Jersey
$400K -$10.2K -25 -2%
64 65
66
67 68