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 %
JEST
2151
JTC Employer Solutions Trustee
Jersey
$48K – – –
PPWM
2152
PFG Private Wealth Management
Florida
$46.6K -$76.9K -188 -62%
EARNEST Partners
2153
EARNEST Partners
Georgia
$46.2K – – –
PP
2154
PrairieView Partners
Minnesota
$42K – – –
PCC
2155
Park Circle Company
Maryland
$40.9K – – –
EDRH
2156
Edmond de Rothschild Holding
Switzerland
$40.9K +$16.4K +40 +67%
BWAM
2157
Boyd Watterson Asset Management
Ohio
$40.5K – – –
PSB
2158
Piscataqua Savings Bank
New Hampshire
$39.3K – – –
RA
2159
Rational Advisors
New York
$38K +$38K +93 New
FSWA
2160
Financial Synergies Wealth Advisors
Texas
$36.8K – – –
NCM
2161
Northwest Capital Management
Oregon
$36.4K – – –
ORAM
2162
One River Asset Management
Connecticut
$35.8K +$8.22K +20 +30%
TCM
2163
Tradewinds Capital Management
Washington
$35.6K – – –
PCA
2164
Providence Capital Advisors
North Carolina
$35.2K +$35.2K +86 New
AWM
2165
Atticus Wealth Management
Florida
$34.8K -$409 -1 -1%
LOIP
2166
Live Oak Investment Partners
Texas
$34.8K -$39.1K – –
MIA
2167
Milestone Investment Advisors
Wisconsin
$33.1K +$33.1K +81 New
WTG
2168
West Tower Group
Virginia
$31.9K -$13.5K -33 -30%
WOSD
2169
WFA of San Diego
California
$31.9K – – –
HWM
2170
HighMark Wealth Management
Minnesota
$31.6K – – –
CAS
2171
Coppell Advisory Solutions
Texas
$31.1K -$28.2K -58 -48%
KFP
2172
KB Financial Partners
New Jersey
$31K – – –
WPWM
2173
Western Pacific Wealth Management
Illinois
$29.4K – – –
AWM
2174
Abound Wealth Management
Tennessee
$29.2K +$1.23K +3 +4%
WTA
2175
Washington Trust Advisors
Massachusetts
$28.6K – – –
85 86
87
88 89