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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 %
NAMP
1876
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$266K +$20.4K +50 +8%
MAG
1877
Mayfair Advisory Group
Alabama
$265K – – –
SWM
1878
Selective Wealth Management
Virginia
$265K -$7.22K -18 -3%
WCA
1879
Westover Capital Advisors
Delaware
$263K -$4.5K -11 -2%
HNWAG
1880
High Net Worth Advisory Group
Florida
$262K -$124K -303 -32%
SBWIC
1881
Schaper Benz & Wise Investment Counsel
Wisconsin
$262K – – –
ML
1882
McAdam LLC
Pennsylvania
$262K +$818 +2 +0.3%
TW
1883
Transform Wealth
Colorado
$261K -$94.1K -230 -26%
CWM
1884
Connecticut Wealth Management
Connecticut
$261K +$261K +637 New
AL
1885
ACAS LLC
California
$260K – – –
WE
1886
Wealth Effects
Massachusetts
$260K +$45K +110 +21%
ACP
1887
Aveo Capital Partners
Colorado
$260K -$17.2K -42 -6%
HBT
1888
Hills Bank & Trust
Iowa
$259K – – –
ATFA
1889
All Terrain Financial Advisors
Minnesota
$259K – – –
KOCAA
1890
Knights of Columbus Asset Advisors
Connecticut
$259K +$6.13K +15 +2%
LI
1891
LMCG Investments
Massachusetts
$258K – – –
FMTCOCP
1892
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$258K – – –
JCM
1893
Janney Capital Management
Pennsylvania
$258K – – –
FIB
1894
First Interstate Bank
Montana
$258K – – –
SWM
1895
Sugarloaf Wealth Management
Georgia
$257K +$24.9K +61 +11%
HCM
1896
Hilton Capital Management
New York
$256K -$10.2K -25 -4%
UBV
1897
United Bank (Virginia)
Virginia
$256K +$18K +44 +8%
DBIA
1898
Dumont & Blake Investment Advisors
New Jersey
$256K +$1.23K +3 +0.5%
OW
1899
Olistico Wealth
Oklahoma
$255K -$8.59K -21 -3%
CCM
1900
Chilton Capital Management
Texas
$255K – – –
74 75
76
77 78