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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 %
MAA
1676
Mraz Amerine & Associates
California
$382K – – –
DA
1677
Detalus Advisors
Missouri
$381K – – –
MF
1678
Meridian Financial
Massachusetts
$381K – – –
FMWA
1679
Forvis Mazars Wealth Advisors
Missouri
$381K +$5.32K +13 +1%
AMR
1680
Asset Management Resources
Massachusetts
$380K +$38.5K +94 +11%
GIP
1681
Granite Investment Partners
California
$380K – – –
CCB
1682
Cutter & Co Brokerage
Missouri
$380K -$4.09K -10 -1%
SIC
1683
Sigma Investment Counselors
Michigan
$380K +$21.7K +53 +6%
NWM
1684
Northwest Wealth Management
Iowa
$379K -$72.4K -177 -16%
AA
1685
AlphaMark Advisors
Kentucky
$378K +$192K +470 +104%
MCM
1686
Manchester Capital Management
Vermont
$377K +$82.2K +201 +28%
PCG
1687
Prosperity Consulting Group
Maryland
$377K +$148K +362 +65%
ISWM
1688
Independent Solutions Wealth Management
New York
$376K -$14.3K -35 -4%
CAL
1689
Capital Advisors Ltd
Ohio
$376K +$409 +1 +0.1%
OBWG
1690
Onyx Bridge Wealth Group
New York
$376K -$9.81K -24 -3%
AWA
1691
Acorn Wealth Advisors
Michigan
$375K +$6.95K +17 +2%
PTC
1692
Petrus Trust Company
Texas
$375K +$375K +916 New
CTFG
1693
Capstone Triton Financial Group
Oklahoma
$374K +$144K +351 +62%
MFWP
1694
Mosaic Family Wealth Partners
Missouri
$374K +$30.3K +74 +9%
BB
1695
Bell Bank
North Dakota
$373K +$29.4K +72 +9%
WFS
1696
Widmann Financial Services
Maryland
$372K +$6.13K +15 +2%
SAMT
1697
Select Asset Management & Trust
Pennsylvania
$371K – – –
RCM
1698
Raleigh Capital Management
North Carolina
$371K +$10.6K +26 +3%
KAS
1699
KPP Advisory Services
Kentucky
$371K +$371K +906 New
HCM
1700
Hodges Capital Management
Texas
$369K +$369K +903 New
66 67
68
69 70