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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
35.64%
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 %
MTCM
2526
Mint Tower Capital Management
Netherlands
– – -130 Closed
EARNEST Partners
2527
EARNEST Partners
Georgia
– – -113 Closed
EDRH
2528
Edmond de Rothschild Holding
Switzerland
– – -100 Closed
MIA
2529
Milestone Investment Advisors
Wisconsin
– – -81 Closed
WTG
2530
West Tower Group
Virginia
– – -78 Closed
Bank Julius Baer & Co
2531
Bank Julius Baer & Co
Switzerland
– – -64 Closed
IAS
2532
IMA Advisory Services
Colorado
– – -40 Closed
APF
2533
Alaska Permanent Fund
Alaska
– – -39 Closed
YAL
2534
Your Advocates Ltd
Texas
– – -37 Closed
TJHA
2535
Thomas J. Herzfeld Advisors
Florida
– – -23 Closed
TVWM
2536
Tower View Wealth Management
Wisconsin
– – -10 Closed
FAM
2537
Flaharty Asset Management
Florida
– – -10 Closed
UFF
2538
USA Financial Formulas
Michigan
– – -7 Closed
DF
2539
DecisionPoint Financial
Arizona
– – -6 Closed
LFA
2540
LGT Financial Advisors
Texas
– – -3 Closed
LPARFS
2541
Leverage Partners Absolute Return Fund SPC
Cayman Islands
– – – –
LOAMU
2542
Lombard Odier Asset Management (USA)
New York
– – – –
Capital Fund Management (CFM)
2543
Capital Fund Management (CFM)
France
– – – –
SA
2544
SpiderRock Advisors
Delaware
– – – –
RAM
2545
Readystate Asset Management
Illinois
– – – –
Twin Tree Management
2546
Twin Tree Management
Texas
– – – –
LCM
2547
Laurion Capital Management
New York
– – – –
MBFW
2548
Morton Brown Family Wealth
Pennsylvania
– – – –
IMC Chicago
2549
IMC Chicago
Illinois
– – – –
Parallax Volatility Advisers
2550
Parallax Volatility Advisers
California
– – – –
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