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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 %
Dodge & Cox
1776
Dodge & Cox
California
$317K – – –
ASC
1777
Atalanta Sosnoff Capital
New York
$315K -$7.36K -18 -2%
GFPC
1778
Global Financial Private Client
Florida
$312K -$915K -2,241 -75%
NRC
1779
New Republic Capital
North Carolina
$311K +$101K +247 +48%
BHPW
1780
Beverly Hills Private Wealth
California
$311K -$195K -477 -39%
VT
1781
Vise Technologies
New York
$311K -$18K -44 -5%
AWA
1782
Amplius Wealth Advisors
Pennsylvania
$311K -$2.86K -7 -0.9%
WWG
1783
West Wealth Group
California
$311K +$409 +1 +0.1%
C
1784
CEDRUS
Colorado
$310K +$38.9K +95 +14%
WFI
1785
West Family Investments
California
$310K -$67.1K -164 -18%
MTWM
1786
Masso Torrence Wealth Management
New Jersey
$310K -$18K -44 -5%
PCTC
1787
Perkins Coie Trust Company
Washington
$310K +$5.73K +14 +2%
FEM
1788
Fulcrum Equity Management
Texas
$309K – – –
CWM
1789
Compass Wealth Management
Connecticut
$307K – – –
LB
1790
Legacy Bridge
Iowa
$307K -$147K -360 -32%
DIP
1791
DT Investment Partners
Pennsylvania
$307K – – –
SPC
1792
Stewart & Patten Company
California
$307K – – –
FDDB
1793
Fidelity D&D Bancorp
Pennsylvania
$305K +$305K +747 New
CCA
1794
Childress Capital Advisors
Texas
$305K +$305K +747 New
CG
1795
Corundum Group
Colorado
$303K – – –
FCA
1796
Fortis Capital Advisors
Kansas
$303K +$8.59K +21 +3%
NFSG
1797
Newbridge Financial Services Group
Florida
$302K -$20.5K -50 -6%
LCGC
1798
Legacy Capital Group California
California
$302K -$327K -800 -52%
PIA
1799
Powell Investment Advisors
Florida
$301K – – –
ACM
1800
Allred Capital Management
Texas
$300K -$7.37K -18 -2%
70 71
72
73 74