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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 %
LFA
2201
Legend Financial Advisors
Pennsylvania
$14.3K -$7.36K -18 -34%
RA
2202
Rise Advisors
New York
$14.3K – – –
HCA
2203
Heck Capital Advisors
Wisconsin
$14.3K +$14.3K +35 New
RDIA
2204
RE Dickinson Investment Advisors
Iowa
$14K +$10.3K +25 +278%
MFG
2205
Mendota Financial Group
Wisconsin
$12.3K – – –
CT
2206
Clearstead Trust
Maine
$12.3K – – –
TFM
2207
TFC Financial Management
Massachusetts
$11.9K -$3.69K -9 -24%
CP
2208
Castleview Partners
Texas
$11.9K +$818 +2 +7%
PCM
2209
Perritt Capital Management
Illinois
$11K – – –
ECM
2210
Estabrook Capital Management
New York
$10.6K – – –
PWMG
2211
Provence Wealth Management Group
California
$10.6K +$10.6K +26 New
LFA
2212
Level Financial Advisors
New York
$10.3K – – –
LFG
2213
Larson Financial Group
Missouri
$10.2K -$36.8K -90 -78%
BHWM
2214
Beaird Harris Wealth Management
Texas
$9.41K +$2.05K +5 +28%
TJHA
2215
Thomas J. Herzfeld Advisors
Florida
$9.41K – – –
SAG
2216
Spotlight Asset Group
Illinois
$7.77K – – –
FP
2217
Financial Perspectives
Minnesota
$7.36K +$7.36K +18 New
SCA
2218
Stuart Chaussee & Associates
California
$6.95K – – –
RTL
2219
Red Tortoise LLC
Georgia
$6.54K – – –
TCM
2220
TD Capital Management
Tennessee
$6.17K – – –
NECFA
2221
New England Capital Financial Advisors
Connecticut
$6.13K – – –
BCM
2222
Birch Capital Management
Texas
$6.13K – – –
MIM
2223
Macroview Investment Management
Maryland
$6.08K – – –
AFS
2224
Annapolis Financial Services
Maryland
$5.73K – – –
NL
2225
NVWM LLC
Pennsylvania
$5.73K -$1.23K -3 -18%
87 88
89
90 91