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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 %
DWA
2051
Dougherty Wealth Advisers
Minnesota
$189K – – –
VSQM
2052
V-Square Quantitative Management
Illinois
$189K +$189K +462 New
QPBE
2053
Quintet Private Bank (Europe)
Luxembourg
$186K -$6.54K -16 -3%
TFGT
2054
TS Financial Group (TSFG)
Illinois
$186K +$408 +1 +0.2%
CH
2055
Canton Hathaway
Rhode Island
$184K – – –
CA
2056
Centerpoint Advisors
Massachusetts
$178K – – –
PO
2057
Private Ocean
California
$175K – – –
HWA
2058
Heritage Wealth Advisors
Virginia
$170K -$4.91K -12 -3%
HCP
2059
Hexagon Capital Partners
Arkansas
$169K +$25K +61 +17%
MWM
2060
Mascoma Wealth Management
New Hampshire
$164K +$4.09K +10 +3%
SOAMC
2061
Spirit of America Management Corp
New York
$164K +$40.9K +100 +33%
AP
2062
Arlington Partners
Alabama
$162K -$50.3K -123 -24%
AT
2063
Arlington Trust
Alabama
$162K +$162K +396 New
BCA
2064
Bray Capital Advisors
Florida
$162K – – –
NSG
2065
Nalls Sherbakoff Group
Tennessee
$159K – – –
LTI
2066
Laffer Tengler Investments
Tennessee
$159K -$52.3K -128 -25%
C
2067
Covestor
United Kingdom
$156K +$19.4K +47 +14%
AF
2068
Arrow Financial
New York
$156K -$15.1K -37 -9%
SIS
2069
Strategic Investment Solutions
Illinois
$155K +$155K +366 New
JWA
2070
JFS Wealth Advisors
Pennsylvania
$155K -$7.77K -19 -5%
CFFP
2071
Center for Financial Planning
Michigan
$155K – – –
WAS
2072
Winch Advisory Services
Wisconsin
$152K +$819 +2 +0.5%
LF
2073
Lee Financial
Texas
$152K +$3.27K +8 +2%
BFP
2074
Briaud Financial Planning
Texas
$150K +$150K +367 New
FFL
2075
Financial Freedom LLC
Ohio
$149K +$1.23K +3 +0.8%
81 82
83
84 85