LMT icon

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 %
UCB
1901
United Community Bank
South Carolina
$255K +$238K +583 +1,458%
DCS
1902
Destiny Capital Securities
Colorado
$255K +$255K +623 New
KTA
1903
Keeley-Teton Advisors
Illinois
$255K +$817 +2 +0.3%
BHBT
1904
Burke & Herbert Bank & Trust
Virginia
$254K – – –
CCM
1905
Carlson Capital Management
Minnesota
$253K +$253K +620 New
NPT
1906
Nixon Peabody Trust
Massachusetts
$253K +$253K +619 New
EI
1907
Ellevest Inc
New York
$253K -$12.7K -31 -5%
P
1908
&Partners
Tennessee
$253K +$409 +1 +0.2%
FNB
1909
Farmers National Bank
Kentucky
$253K -$4.5K -11 -2%
SMG
1910
Smart Money Group
Texas
$252K +$62.1K +152 +33%
TNBTD
1911
Trustmark National Bank Trust Department
Mississippi
$252K -$107K -262 -30%
SCA
1912
Sage Capital Advisors
South Dakota
$251K – – –
TC
1913
Touchstone Capital
Pennsylvania
$251K – – –
OPCM
1914
Osborne Partners Capital Management
California
$250K -$4.5K -11 -2%
MHWM
1915
Montz Harcus Wealth Management
Louisiana
$248K -$2.86K -7 -1%
FL
1916
Fort LP
Maryland
$248K -$4.09K -10 -2%
AFG
1917
Atomi Financial Group
New York
$248K +$7.36K +18 +3%
SWP
1918
Semus Wealth Partners
Florida
$248K -$8.58K -21 -3%
CWM
1919
Cahaba Wealth Management
Georgia
$248K -$17.6K -43 -7%
AG
1920
Advocate Group
Minnesota
$246K -$1.64K -4 -0.7%
PTCG
1921
Pring Turner Capital Group
California
$245K -$409 -1 -0.2%
VFIC
1922
Valley Forge Investment Consultants
Pennsylvania
$245K +$245K +600 New
SSG
1923
Summit Securities Group
New York
$245K -$122K -298 -33%
HFA
1924
High Falls Advisors
New York
$245K +$41.7K +102 +21%
MFS
1925
Madrona Financial Services
Washington
$245K -$8.59K -21 -3%
75 76
77
78 79