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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 %
AL
1751
Aspiriant LLC
California
$334K +$28.2K +69 +9%
TNAM
1752
Terra Nova Asset Management
New York
$332K – – –
BG
1753
Benedetti & Gucer
Georgia
$331K +$13.9K +34 +4%
SWA
1754
SFMG Wealth Advisors
Texas
$330K -$53.2K -130 -14%
DCM
1755
Dimension Capital Management
Florida
$329K – – –
PHS
1756
Pekin Hardy Strauss
Illinois
$327K -$18.4K -45 -5%
MC
1757
Mathes Company
New York
$327K +$40.9K +100 +14%
BFA
1758
Bill Few Associates
Pennsylvania
$326K – – –
CA
1759
CGN Advisors
Kansas
$326K +$326K +797 New
EWM
1760
Elite Wealth Management
Washington
$326K +$82.2K +201 +34%
DAM
1761
Delta Asset Management
Tennessee
$324K -$30.7K -75 -9%
OAM
1762
Occidental Asset Management
California
$324K +$2.45K +6 +0.8%
SOS
1763
Silver Oak Securities
Tennessee
$323K -$432K -1,055 -57%
OPA
1764
Old Port Advisors
Maine
$322K +$322K +788 New
NWA
1765
New World Advisors
Massachusetts
$321K +$321K +786 New
CGH
1766
CMG Global Holdings
Texas
$321K – – –
PWP
1767
Perfromance Wealth Partners
Illinois
$320K – – –
AWM
1768
Accel Wealth Management
Iowa
$320K -$818 -2 -0.3%
CWC
1769
Carolinas Wealth Consulting
North Carolina
$320K -$1.64K -136 -0.5%
JHP
1770
James Hambro & Partners
United Kingdom
$319K -$70K -171 -18%
SIC
1771
Salem Investment Counselors
North Carolina
$318K -$80.6K -197 -20%
APW
1772
Austin Private Wealth
Texas
$318K +$24.9K +61 +9%
SOW
1773
State of Wyoming
Wyoming
$318K +$257K +629 +425%
FFA
1774
Fairfield Financial Advisors
Massachusetts
$317K +$13.9K +34 +5%
CWS
1775
Cypress Wealth Services
California
$317K +$818 +2 +0.3%
69 70
71
72 73