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.

New
Increased
Maintained
Reduced
Closed
Holders
2,430
Holders Change
+176
Holders Change %
+7.81%
% of All Funds
35.62%
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
Morgan Stanley
New York
+$2.43B
2
BlackRock
BlackRock
New York
+$607M
3
Deutsche Bank
Deutsche Bank
Germany
+$168M
4
Franklin Resources
Franklin Resources
California
+$153M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$149M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$443M
3
Capital World Investors
Capital World Investors
California
-$410M
4
CWP
Capital Wealth Planning
Florida
-$200M
5
State Street
State Street
Massachusetts
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
501
Snowden Capital Advisors
New York
$6.09M -$92.9K -205 -2%
OQS
502
Occudo Quantitative Strategies
Florida
$6.08M +$2.55M +5,634 +72%
LSERS
503
Louisiana State Employees Retirement System
Louisiana
$6.07M -$227K -500 -4%
DI
504
DFPG Investments
Utah
$6.02M +$888K +1,934 +17%
UCFA
505
United Capital Financial Advisors
Texas
$5.97M -$7.4M -16,335 -55%
CNBT
506
Canandaigua National Bank & Trust
New York
$5.96M -$360K -795 -6%
CI
507
CX Institutional
Indiana
$5.96M -$644K -1,421 -10%
DAS
508
Dynamic Advisor Solutions
Arizona
$5.94M +$970K +2,125 +20%
MA
509
Mutual Advisors
Nebraska
$5.93M +$628K +1,386 +12%
CSIC
510
Clifford Swan Investment Counsel
California
$5.92M -$8.16K -18 -0.1%
NGA
511
Naples Global Advisors
Florida
$5.91M -$40.3K -89 -0.7%
SCA
512
Stokes Capital Advisors
South Carolina
$5.87M +$373K +823 +7%
IP
513
Intellectus Partners
California
$5.86M -$517K -1,140 -8%
SB
514
Simmons Bank
Arkansas
$5.84M +$17.2K +38 +0.3%
BCM
515
Buckhead Capital Management
Georgia
$5.83M +$252K +555 +5%
SAM
516
Smithbridge Asset Management
Pennsylvania
$5.83M -$13.6K -30 -0.2%
FTC
517
Farmers Trust Company
Ohio
$5.81M -$195K -430 -3%
MCP
518
Martin Capital Partners
Oregon
$5.72M -$67.5K -149 -1%
GI
519
GLOBALT Investments
Georgia
$5.68M +$5.68M +12,542 New
FT
520
Fiduciary Trust
Massachusetts
$5.68M -$53.9K -119 -0.9%
MA
521
Menlo Advisors
California
$5.65M +$9.07K +20 +0.2%
FIA
522
Foundations Investment Advisors
Arizona
$5.6M +$1.63M +3,795 +41%
ECM
523
Evergreen Capital Management
Washington
$5.6M -$353K -779 -6%
EF
524
Empowered Funds
Pennsylvania
$5.59M +$2.71M +5,979 +94%
AF
525
Allworth Financial
California
$5.58M -$334K -737 -6%
19 20
21
22 23