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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 %
C
1851
Certuity
Florida
$280K +$280K +684 New
SFS
1852
Summit Financial Strategies
Ohio
$278K +$49.1K +120 +21%
SCA
1853
Stonebridge Capital Advisors
Minnesota
$277K -$30.7K -75 -10%
HIC
1854
Hartline Investment Corp
Illinois
$277K – – –
CRI
1855
Colonial River Investments
Virginia
$276K -$33.5K -82 -11%
EWA
1856
ERTS Wealth Advisors
Michigan
$276K -$14.7K -36 -5%
FNA
1857
First National Advisers
Nebraska
$275K +$85.1K +208 +45%
SDWIA
1858
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$274K -$2.05K -5 -0.7%
KP
1859
Keel Point
Alabama
$273K -$128K -312 -32%
VCM
1860
Verde Capital Management
Michigan
$272K +$272K +665 New
TWA
1861
Talisman Wealth Advisors
New Jersey
$272K -$2.05K -5 -0.7%
DP
1862
Divergent Planning
Maryland
$272K – – –
SWP
1863
Summit Wealth Partners
Florida
$271K – – –
ISL
1864
Ingalls & Snyder LLC
New York
$270K -$1.63K -4 -0.6%
CPC
1865
Congress Park Capital
New York
$270K -$40.9K -100 -13%
GCM
1866
Goldstream Capital Management
Hong Kong
$269K – – –
WDL
1867
Well Done LLC
Michigan
$269K – – –
AWM
1868
Absher Wealth Management
North Carolina
$269K – – –
CHP
1869
Cable Hill Partners
Oregon
$268K +$1.64K +4 +0.6%
FWM
1870
Fairhaven Wealth Management
Illinois
$268K – – –
MFGM
1871
Marshall Financial Group (Maryland)
Maryland
$267K -$10.2K -25 -4%
HWM
1872
Howard Wealth Management
Connecticut
$267K -$1.64K -4 -0.6%
OWA
1873
Opal Wealth Advisors
New York
$267K -$19.2K -47 -7%
AHC
1874
Adell Harriman & Carpenter
Texas
$266K – – –
MPCG
1875
Matrix Private Capital Group
New York
$266K – – –
73 74
75
76 77