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Lockheed Martin

2,406 hedge funds and large institutions have $80B invested in Lockheed Martin in 2024 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 983 increasing their positions, 954 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,406
Holders Change
-24
Holders Change %
-0.99%
% of All Funds
34.88%
Holding in Top 10
41
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-19.61%
% of All Funds
0.59%
New
143
Increased
983
Reduced
954
Closed
136
Calls
$1.8B
Puts
$1.55B
Net Calls
+$248M
Net Calls Change
+$290M
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
326
Bogart Wealth LLC
Virginia
$11.8M -$36.8K -81 -0.3%
GIM
327
Grassi Investment Management
California
$11.8M
Janus Henderson Group
328
Janus Henderson Group
United Kingdom
$11.8M -$5.82M -12,796 -33%
NAM
329
Nissay Asset Management
Japan
$11.7M +$228K +502 +2%
SCM
330
Shelton Capital Management
Colorado
$11.7M
FNBT
331
FineMark National Bank & Trust
Florida
$11.7M +$122K +269 +1%
Acadian Asset Management
332
Acadian Asset Management
Massachusetts
$11.5M -$22.5M -49,485 -66%
SAM
333
Strategy Asset Managers
California
$11.5M -$183K -402 -2%
BFS
334
Bradley Foster & Sargent
Connecticut
$11.4M -$324K -713 -3%
TA
335
TruWealth Advisors
Louisiana
$11.4M +$378K +830 +3%
CWM
336
CIBC World Markets
New York
$11.3M -$2.91M -6,388 -20%
OAM
337
Oppenheimer Asset Management
New York
$11.3M -$3.32M -7,293 -23%
ACI
338
Alpha Cubed Investments
California
$11.3M -$7.57M -16,636 -40%
UAS
339
United Asset Strategies
New York
$11.3M +$815K +1,791 +8%
HIMC
340
Heritage Investors Management Corp
Maryland
$11.3M +$104K +229 +0.9%
IAA
341
Independent Advisor Alliance
North Carolina
$11.2M +$764K +1,680 +7%
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
$11.1M +$24.1K +53 +0.2%
WPW
343
Warther Private Wealth
Ohio
$11M +$3.6M +7,920 +48%
BBA
344
BLB&B Advisors
Pennsylvania
$11M +$660K +1,451 +6%
Capital Fund Management (CFM)
345
Capital Fund Management (CFM)
France
$11M +$11M +24,215 New
FC
346
FORA Capital
Florida
$11M +$2.36M +5,179 +27%
OWIM
347
Old West Investment Management
California
$10.9M -$167K -367 -2%
BC
348
Burney Company
Virginia
$10.9M -$335K -737 -3%
LW
349
Linscomb Wealth
Texas
$10.8M -$145K -319 -1%
UB
350
UMB Bank
Missouri
$10.8M +$5.44M +11,966 +102%