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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 %
AAG
2076
Armstrong Advisory Group
Massachusetts
$148K +$409 +1 +0.3%
AAP
2077
Arax Advisory Partners
Colorado
$144K +$1.23K +3 +0.9%
RP
2078
Rowlandmiller & Partners
Georgia
$144K -$1.64K -4 -1%
BC
2079
Belmont Capital
California
$141K +$128K +312 +975%
CJL
2080
Cyrus J. Lawrence
New York
$140K – – –
EL
2081
EMFO LLC
Florida
$139K – – –
TSWM
2082
Tyler-Stone Wealth Management
Ohio
$136K -$15.5K -38 -10%
AGWCA
2083
Annis Gardner Whiting Capital Advisors
Florida
$136K +$136K +332 New
HIM
2084
Hillsdale Investment Management
Ontario, Canada
$135K -$323K -790 -71%
CIA
2085
Cape Investment Advisory
Georgia
$134K +$6.94K +17 +5%
ICM
2086
Intrepid Capital Management
Florida
$128K +$41.3K +101 +48%
FPFS
2087
First Personal Financial Services
North Carolina
$124K – – –
LWA
2088
Lowe Wealth Advisors
Maryland
$124K – – –
WWP
2089
WR Wealth Planners
Missouri
$123K -$10.2K -25 -8%
HCM
2090
Hollencrest Capital Management
California
$114K – – –
ACM
2091
Antonetti Capital Management
Florida
$114K -$12.3K -30 -10%
SCM
2092
Silvant Capital Management
Georgia
$113K – – –
GWMIA
2093
Global Wealth Management Investment Advisory
Florida
$113K – – –
BCV
2094
Banque Cantonale Vaudoise
Switzerland
$106K -$4.08K -10 -4%
MLA
2095
MB, Levis & Associates
Pennsylvania
$106K +$409 +1 +0.4%
GC
2096
Globeflex Capital
California
$103K – – –
BCMLT
2097
Beacon Capital Management LLC (Tennessee)
Tennessee
$103K – – –
AW
2098
Avion Wealth
Texas
$103K +$2.44K +6 +2%
CMP
2099
Coston McIsaac & Partners
Maine
$102K -$45.7K -112 -31%
SVCP
2100
Silicon Valley Capital Partners
California
$99.7K +$817 +2 +0.8%
82 83
84
85 86