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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 %
JC
1976
Jacobs & Co
California
$224K – – –
SXL
1977
Summit X LLC
Missouri
$224K -$665K -1,619 -75%
SIAG
1978
Safeguard Investment Advisory Group
California
$224K -$819 -2 -0.4%
PIA
1979
Panoramic Investment Advisors
Colorado
$223K +$223K +546 New
RWM
1980
Revisor Wealth Management
Ohio
$223K +$40.9K +100 +23%
MFS
1981
Mirabella Financial Services
United Kingdom
$222K -$818 -2 -0.4%
ECM
1982
Elgethun Capital Management
South Dakota
$222K +$1.64K +4 +0.7%
SC
1983
Sepio Capital
Utah
$221K +$409 +1 +0.2%
JC
1984
JB Capital
Connecticut
$221K +$3.27K +8 +2%
GWSA
1985
Global Wealth Strategies & Associates
Colorado
$220K – – –
SIS
1986
Sound Income Strategies
Florida
$220K -$4.09K -10 -2%
HWA
1987
HHM Wealth Advisors
Tennessee
$220K – – –
GD
1988
Grandfield & Dodd
New York
$220K +$220K +538 New
SHWM
1989
Smith & Howard Wealth Management
Georgia
$220K – – –
FIM
1990
Freedom Investment Management
Connecticut
$219K -$47.8K -117 -18%
WP
1991
Westmount Partners
California
$219K – – –
RWM
1992
Reston Wealth Management
Virginia
$218K -$3.68K -9 -2%
FPGK
1993
Financial Partners Group (Kansas)
Kansas
$218K +$218K +493 New
PA
1994
Perennial Advisors
New York
$218K +$409 +1 +0.2%
EB
1995
Exchange Bank
California
$216K -$33.1K -81 -13%
AFA
1996
AllGen Financial Advisors
Florida
$215K – – –
YIA
1997
YHB Investment Advisors
Connecticut
$215K – – –
OWM
1998
Orgel Wealth Management
Wisconsin
$215K +$215K +526 New
CHC
1999
City Holding Co
West Virginia
$215K -$4.09K -10 -2%
WC
2000
Weil Company
California
$215K +$33.9K +83 +19%
78 79
80
81 82