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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 %
DEM
2101
Disciplined Equity Management
Florida
$99.4K – – –
Kayne Anderson Rudnick Investment Management
2102
Kayne Anderson Rudnick Investment Management
California
$98.6K +$4.09K +10 +4%
CFD
2103
Creative Financial Designs
Indiana
$98.3K +$4.92K +12 +5%
BFPW
2104
BOK Financial Private Wealth
Colorado
$95.7K +$10.2K +25 +12%
FWM
2105
Focused Wealth Management
New York
$93.1K -$2.45K -6 -3%
JSAM
2106
J. Safra Asset Management
New York
$90.8K – – –
POIA
2107
Pin Oak Investment Advisors
Texas
$90K – – –
ME
2108
McIlrath & Eck
Washington
$89.7K +$409 +1 +0.5%
CCA
2109
Column Capital Advisors
Indiana
$88.3K -$11.9K -29 -12%
CWM
2110
CarsonAllaria Wealth Management
Illinois
$87.9K -$175K -427 -67%
HFM
2111
Hartford Financial Management
Connecticut
$87.5K +$15.1K +37 +21%
NSIM
2112
North Star Investment Management
Illinois
$86K +$4.92K +12 +6%
CBT
2113
CoreFirst Bank & Trust
Kansas
$85.1K – – –
HF
2114
Halpern Financial
Virginia
$84.7K – – –
HL
2115
HeadInvest LLC
Maine
$81.6K +$81.6K +200 New
PB
2116
Pinnacle Bancorp
Nebraska
$78.9K -$3.27K -8 -4%
OLVIG
2117
Oliver Lagore Vanvalin Investment Group
Michigan
$78.5K +$3.68K +9 +5%
TIM
2118
Tortoise Investment Management
New York
$78.1K +$409 +1 +0.5%
LWANC
2119
Laurel Wealth Advisors (North Carolina)
North Carolina
$75.2K +$1.64K +4 +2%
OCM
2120
Orion Capital Management
California
$75.2K +$75.2K +184 New
CWA
2121
Core Wealth Advisors
Florida
$74.8K – – –
BIA
2122
Bell Investment Advisors
California
$74.4K +$6.13K +15 +9%
AI
2123
AXS Investments
New York
$73.6K -$514K -1,257 -87%
PVH
2124
Psagot Value Holdings
Israel
$73K -$31.6K -77 -30%
MRCM
2125
M&R Capital Management
New Jersey
$70.1K +$2.87K +7 +4%
83 84
85
86 87