LMT icon

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 %
LSIA
1726
LaSalle St. Investment Advisors
Illinois
$351K +$24.1K +59 +7%
PL
1727
Plancorp LLC
Missouri
$350K +$55.6K +136 +19%
PSCM
1728
Per Stirling Capital Management
Texas
$350K +$2.86K +7 +0.8%
TFA
1729
Tranquilli Financial Advisor
New Jersey
$349K +$20K +49 +6%
FHC
1730
First Heartland Consultants
Missouri
$348K +$5.31K +13 +2%
PWS
1731
Private Wealth Strategies
Ohio
$348K -$19.2K -47 -5%
E
1732
ETFidea
New York
$347K +$20.5K +50 +6%
Nomura Holdings
1733
Nomura Holdings
Japan
$346K -$317K -776 -48%
SSWM
1734
Sheets Smith Wealth Management
North Carolina
$345K -$409 -1 -0.1%
BCM
1735
Bienville Capital Management
New York
$345K – – –
CCIA
1736
Cherry Creek Investment Advisors
Colorado
$344K +$2.45K +6 +0.7%
BFO
1737
Biltmore Family Office
North Carolina
$344K – – –
TA
1738
TrueWealth Advisors
Alabama
$344K +$4.5K +11 +1%
AC
1739
Allstate Corporation
Illinois
$344K – – –
FFA
1740
Farther Finance Advisors
California
$342K +$96.5K +236 +39%
MAM
1741
Marotta Asset Management
Virginia
$340K – – –
IPW
1742
Impact Partnership Wealth
Georgia
$340K +$323K +790 +1,927%
PIA
1743
Perennial Investment Advisors
California
$340K -$6.54K -16 -2%
MHR
1744
Matthew Hamilton Rosenberg
$339K -$29K -71 -8%
CPC
1745
Consolidated Planning Corp
Georgia
$339K -$87.1K -213 -20%
FAT
1746
First American Trust
California
$339K +$8.18K +20 +2%
IA
1747
Insight Advisors
Pennsylvania
$338K -$72.4K -177 -18%
BM
1748
Belfer Management
New York
$338K – – –
SWM
1749
Sculati Wealth Management
Michigan
$335K -$51.1K -125 -13%
MAM
1750
Milestone Asset Management
Pennsylvania
$334K -$40.4K -99 -11%
68 69
70
71 72