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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 %
ECA
1826
Elevated Capital Advisors
Utah
$290K +$9.82K +24 +4%
AUB
1827
Atlantic Union Bankshares
Virginia
$290K – – –
CW
1828
Channel Wealth
California
$290K +$290K +709 New
ZIMP
1829
Zimmermann Investment Management & Planning
Pennsylvania
$290K -$409 -1 -0.1%
KFS
1830
Kaizen Financial Strategies
California
$290K – – –
TC
1831
Truvestments Capital
Florida
$290K +$4.5K +11 +2%
SEP
1832
Southland Equity Partners
Missouri
$289K +$44.2K +108 +18%
NL
1833
Navalign LLC
California
$289K – – –
WCM
1834
Whitener Capital Management
North Carolina
$288K +$73.6K +180 +34%
LAIC
1835
Lederer & Associates Investment Counsel
California
$285K -$154K -376 -35%
ONST
1836
Old North State Trust
North Carolina
$285K – – –
PWM
1837
Palumbo Wealth Management
New York
$285K +$83.9K +205 +42%
RIA
1838
Regal Investment Advisors
Michigan
$284K – – –
BWM
1839
Birchcreek Wealth Management
Ohio
$284K +$6.54K +16 +2%
RCM
1840
Riverpark Capital Management
New York
$284K +$284K +695 New
QFA
1841
Quantum Financial Advisors
California
$283K +$283K +693 New
NF
1842
Norwood Financial
Pennsylvania
$282K – – –
FMN
1843
Financial Management Network
California
$282K -$7.63K -19 -3%
CWM
1844
Centurion Wealth Management
Virginia
$282K -$38.4K -94 -12%
DA
1845
Drake & Associates
Wisconsin
$282K -$11.9K -29 -4%
RBC
1846
Romano Brothers & Co
Illinois
$281K -$2.05K -5 -0.7%
LFG
1847
Lockerman Financial Group
California
$281K -$2.04K -5 -0.7%
KFSC
1848
Keystone Financial Services (Colorado)
Colorado
$280K -$151K -369 -35%
JSW
1849
Journey Strategic Wealth
New Jersey
$280K -$13.9K -34 -5%
KWM
1850
Kaydan Wealth Management
Michigan
$280K – – –
72 73
74
75 76