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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 %
IG
301
ING Group
Netherlands
$13.7M 30,229 +2,091 +7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
302
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.7M 30,149 -16,070 -35%
TS
303
Tamar Securities
California
$13.6M 29,906 +1,739 +6%
CIBC World Market
304
CIBC World Market
Ontario, Canada
$13.4M 29,659 -969 -3%
GIM
305
Goelzer Investment Management
Indiana
$13.4M 29,655 +418 +1%
William Blair & Company
306
William Blair & Company
Illinois
$13.3M 29,256 -2,987 -9%
CIC
307
Carnegie Investment Counsel
Ohio
$13.2M 29,211 +307 +1%
MOACM
308
Mutual of America Capital Management
New York
$13.2M 29,203 -1,812 -6%
AIM
309
ARK Investment Management
Florida
$13.2M 29,050 -1,458 -5%
ACA
310
Anchor Capital Advisors
Massachusetts
$13.1M 28,887 -672 -2%
VIP
311
Vantage Investment Partners
Missouri
$13.1M 28,871 +127 +0.4%
SFA
312
Sequoia Financial Advisors
Ohio
$13.1M 28,859 +21,176 +276%
ANBT
313
American National Bank & Trust
Texas
$13.1M 28,846 -562 -2%
RJT
314
Raymond James Trust
Florida
$13M 28,688 +233 +0.8%
Pathstone Holdings
315
Pathstone Holdings
New Jersey
$12.9M 28,403 +28,403 New
GVAG
316
Great Valley Advisor Group
Delaware
$12.8M 28,172 +1,305 +5%
BFIC
317
Bedell Frazier Investment Counselling
California
$12.7M 28,012 -262 -0.9%
Envestnet Portfolio Solutions
318
Envestnet Portfolio Solutions
Illinois
$12.6M 27,828 +1,638 +6%
CSS
319
Cubist Systematic Strategies
Connecticut
$12.5M 27,531 -80,162 -74%
ASN
320
Advisory Services Network
Georgia
$12.4M 27,327 -2,199 -7%
CA
321
Cullinan Associates
Kentucky
$12.4M 27,272 -2,374 -8%
OPERF
322
Oregon Public Employees Retirement Fund
Oregon
$12.3M 27,230 -5,914 -18%
BFS
323
Bard Financial Services
Connecticut
$12.3M 27,054 -90 -0.3%
ONB
324
Old National Bancorp
Indiana
$12.2M 26,850 -1,450 -5%
RFC
325
Regions Financial Corp
Alabama
$12.1M 26,795 -272 -1%
11 12
13
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