LMT icon

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 %
ACM
251
Aquatic Capital Management
Illinois
$17.6M 38,920 -22,760 -37%
AAS
252
Avantax Advisory Services
Texas
$17.6M 38,753 +2,751 +8%
CNB
253
Czech National Bank
Czech Republic
$17.5M 38,679 -495 -1%
Janus Henderson Group
254
Janus Henderson Group
United Kingdom
$17.5M 38,652 +7,246 +23%
BFEC
255
Benjamin F. Edwards & Company
Missouri
$17.4M 38,491 +15,374 +67%
URS
256
Utah Retirement Systems
Utah
$17.4M 38,446 -534 -1%
CW
257
Connectus Wealth
Ohio
$17.3M 38,196 -592 -2%
OC
258
Oppenheimer & Co
New York
$17.3M 38,112 -1,513 -4%
TI
259
Trexquant Investment
Connecticut
$16.8M 37,167 -11,617 -24%
CAM
260
Cresset Asset Management
Illinois
$16.7M 36,842 +3,318 +10%
KPWS
261
Kestra Private Wealth Services
Texas
$16.7M 36,765 +438 +1%
SIMG
262
Sonora Investment Management Group
Arizona
$16.6M 36,519 +1,832 +5%
Macquarie Group
263
Macquarie Group
Australia
$16.4M 36,147 +9,290 +35%
VV
264
Verity & Verity
South Carolina
$16.2M 35,823 -88 -0.2%
Brown Advisory
265
Brown Advisory
Maryland
$16.2M 35,718 -3,205 -8%
GHA
266
GW Henssler & Associates
Georgia
$16.1M 35,622 +249 +0.7%
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$16M 35,410 -4,180 -11%
NA
268
NewEdge Advisors
Louisiana
$16M 35,588 +266 +0.8%
AIMC
269
Alley Investment Management Company
Illinois
$15.9M 35,041 +1,460 +4%
NW
270
NewEdge Wealth
Pennsylvania
$15.6M 34,336 +2,408 +8%
CCG
271
Cypress Capital Group
Florida
$15.6M 34,322 -494 -1%
SAM
272
Stansberry Asset Management
Texas
$15.5M 34,149 -2,566 -7%
CIC
273
Canal Insurance Company
South Carolina
$15.5M 34,100 – –
GT
274
Glenmede Trust
Pennsylvania
$15.3M 33,798 +2,278 +7%
Public Employees Retirement Association of Colorado
275
Public Employees Retirement Association of Colorado
Colorado
$15.2M 33,489 -1,071 -3%
9 10
11
12 13