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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 %
MCM
1801
Mainstay Capital Management
Michigan
$300K +$3.27K +8 +1%
IAP
1802
Indie Asset Partners
Indiana
$299K +$818 +2 +0.3%
CFP
1803
Catalyst Financial Partners
Massachusetts
$299K +$51.1K +125 +21%
EP
1804
Eudaimonia Partners
Tennessee
$299K -$1.2M -2,942 -80%
QC
1805
Quent Capital
New York
$298K +$16K +39 +6%
D
1806
Dentgroup
Louisiana
$297K – – –
BPWM
1807
Badgley Phelps Wealth Managers
Washington
$297K -$9K -22 -3%
ST
1808
Spinnaker Trust
Maine
$297K +$42.1K +103 +17%
RWI
1809
Red Wave Investments
Pennsylvania
$296K -$2.05K -5 -0.7%
TCM
1810
Triumph Capital Management
Colorado
$296K +$9K +22 +3%
SIM
1811
Studio Investment Management
Illinois
$295K +$15.9K +39 +6%
PS
1812
Portfolio Strategies
New York
$294K – – –
ET
1813
Equitable Trust
Tennessee
$294K +$6.54K +16 +2%
NAM
1814
NTV Asset Management
West Virginia
$294K – – –
CASB
1815
Cape Ann Savings Bank
Massachusetts
$294K -$6.95K -17 -2%
KLCM
1816
KG&L Capital Management
Louisiana
$294K +$102K +249 +53%
CIG
1817
Cascade Investment Group
Colorado
$294K – – –
MA
1818
MJP Associates
Connecticut
$293K -$418K -1,023 -59%
GPI
1819
General Partner Inc
Pennsylvania
$292K – – –
IGWM
1820
ICA Group Wealth Management
Colorado
$292K +$24.9K +61 +9%
MBT
1821
Montecito Bank & Trust
California
$291K -$128K -314 -31%
SFG
1822
Sather Financial Group
Texas
$291K +$20.9K +51 +8%
BFA
1823
Bragg Financial Advisors
North Carolina
$290K -$33.1K -81 -10%
NCM
1824
Northside Capital Management
Oregon
$290K – – –
WAAG
1825
Wealth Alliance Advisory Group
Kansas
$290K +$818 +2 +0.3%
71 72
73
74 75