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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 %
PWM
1651
Prentice Wealth Management
New York
$399K -$11.5K -28 -3%
SRC
1652
Shufro Rose & Co
New York
$398K +$409 +1 +0.1%
LJCM
1653
Lee Johnson Capital Management
Texas
$398K -$60.9K -149 -13%
RTC
1654
Riverview Trust Company
Washington
$395K +$127K +310 +47%
JCM
1655
J2 Capital Management
Michigan
$394K +$4.09K +10 +1%
CFO
1656
Callan Family Office
Pennsylvania
$393K +$49.1K +120 +14%
DFA
1657
Delta Financial Advisors
Louisiana
$393K +$153K +375 +64%
TTWM
1658
TCV Trust & Wealth Management
Virginia
$393K +$393K +960 New
BWFA
1659
Baltimore-Washington Financial Advisors
Maryland
$392K -$13.9K -34 -3%
SFI
1660
Siemens Fonds Invest
Germany
$392K – – –
FBB
1661
Fulton Breakefield Broenniman
Maryland
$391K -$65.9K -161 -14%
GBT
1662
Grove Bank & Trust
Florida
$390K +$95.3K +233 +32%
AO
1663
Advisor OS
Illinois
$390K -$698K -1,707 -64%
AMCA
1664
Arthur M. Cohen & Associates
Illinois
$390K +$1.23K +3 +0.3%
RA
1665
RiverPark Advisors
New York
$390K +$390K +953 New
UF
1666
Univest Financial
Pennsylvania
$389K -$27.4K -67 -7%
LCM
1667
Liberty Capital Management
Michigan
$387K – – –
DGAM
1668
Desjardins Global Asset Management
Quebec, Canada
$385K -$38.4K -94 -9%
IP
1669
Ignite Planners
California
$384K -$59.6K -150 -13%
EI
1670
EDMP Inc
Florida
$384K – – –
PBK
1671
Peoples Bank (Kansas)
Kansas
$383K +$383K +937 New
CAM
1672
Cozad Asset Management
Illinois
$383K -$2.45K -6 -0.6%
HIM
1673
Hanlon Investment Management
New Jersey
$383K +$10.2K +25 +3%
WEG
1674
World Equity Group
Illinois
$383K +$197K +481 +106%
CBFP
1675
Cedar Brook Financial Partners
Ohio
$382K -$17.2K -42 -4%
65 66
67
68 69