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Lockheed Martin
LMT

Overview Fund Activity

2,430 hedge funds and large institutions have $83.2B invested in Lockheed Martin in 2023 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 918 increasing their positions, 897 reducing their positions, and 108 closing their positions.

Holders
2,430
Holders Change
+176
Holders Change %
+7.81%
% of All Funds
35.63%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.75%
New
313
Increased
918
Reduced
897
Closed
108
Calls
$2.11B
Puts
$2.15B
Net Calls
-$41.4M
Net Calls Change
-$179M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.72B
2
BlackRock
2
BlackRock
New York
$8.23B
3
Deutsche Bank
3
Deutsche Bank
Germany
$383M
4
Franklin Resources
4
Franklin Resources
California
$1.17B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$355M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$333M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.97B
3
Capital World Investors
3
Capital World Investors
California
$2.28B
4
CWP
4
Capital Wealth Planning
Florida
$605K
5
State Street
5
State Street
Massachusetts
$16.8B
Name Market Value Shares Shares
Change 		Shares
Change %
TPSF
226
Texas Permanent School Fund
Texas
$20.7M 45,590 -721 -2%
VA
227
Vident Advisory
Georgia
$20.6M 45,414 +7,471 +20%
PDM
228
Penn Davis McFarland
Texas
$20.5M 45,130 +1,172 +3%
SPIA
229
Steward Partners Investment Advisory
New York
$20.4M 44,946 -8,862 -16%
HF
230
HRT Financial
New York
$20.3M 44,796 +36,928 +469%
CDH
231
Charles D. Hyman
$19.8M 43,616 -969 -2%
Arrowstreet Capital
232
Arrowstreet Capital
Massachusetts
$19.7M 43,483 +497 +1%
FCI
233
Financial Counselors Inc
Kansas
$19.7M 43,459 -151 -0.3%
Rafferty Asset Management
234
Rafferty Asset Management
New York
$19.1M 42,051 +6,415 +18%
MWM
235
Modera Wealth Management
New Jersey
$19M 41,837 -630 -1%
RWP
236
RWA Wealth Partners
Massachusetts
$19M 41,815 +23,641 +130%
TSAM
237
Trinity Street Asset Management
United Kingdom
$18.9M 41,768 +6,374 +18%
ACI
238
Alpha Cubed Investments
California
$18.8M 41,449 +2,194 +6%
VanEck Associates
239
VanEck Associates
New York
$18.6M 40,937 -245 -0.6%
GC
240
Gratus Capital
Georgia
$18.5M 40,826 -731 -2%
EBSAM
241
Eubel Brady & Suttman Asset Management
Ohio
$18.4M 40,640 +386 +1%
AP
242
Archon Partners
New Jersey
$18.4M 40,500 – –
HTC
243
Haverford Trust Company
Pennsylvania
$18.3M 40,405 -14,933 -27%
DADC
244
D.A. Davidson & Co
Montana
$18.2M 40,250 +1,180 +3%
PI
245
PineBridge Investments
New York
$18.2M 40,189 -77,832 -66%
MCM
246
MAI Capital Management
Ohio
$18.1M 39,930 +491 +1%
PCIA
247
Prime Capital Investment Advisors
Kansas
$18.1M 39,897 +11,933 +43%
GC
248
Guggenheim Capital
Illinois
$18M 39,801 -2,260 -5%
ATC
249
Argent Trust Co
Tennessee
$17.7M 39,074 +1,325 +4%
Calamos Advisors
250
Calamos Advisors
Illinois
$17.7M 39,006 -509 -1%
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