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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.

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 %
ECM
526
EagleClaw Capital Management
Massachusetts
$5.55M +$29.5K +65 +0.5%
NIM
527
Northeast Investment Management
Massachusetts
$5.54M -$209K -462 -4%
BWS
528
Buck Wealth Strategies
Colorado
$5.54M -$43.1K -95 -0.8%
SIA
529
Sit Investment Associates
Minnesota
$5.52M -$6.36M -14,028 -54%
SAM
530
Synergy Asset Management
Washington
$5.47M +$396K +874 +8%
CICI
531
Capital Investment Counsel Inc
North Carolina
$5.46M +$31.7K +70 +0.6%
FNT
532
First National Trust
Pennsylvania
$5.44M -$676K -1,492 -11%
PCM
533
Penserra Capital Management
California
$5.4M -$87.3M -192,672 -94%
CS
534
Credit Suisse
Switzerland
$5.39M -$39.4M -87,024 -88%
IWC
535
Integrated Wealth Concepts
Massachusetts
$5.38M -$752K -1,660 -12%
IC
536
IEQ Capital
California
$5.37M -$266K -587 -5%
TCM
537
Teza Capital Management
Illinois
$5.35M +$2.98M +6,566 +125%
FFN
538
Focus Financial Network
Minnesota
$5.31M +$4.29M +9,458 +417%
UB
539
UMB Bank
Missouri
$5.31M -$115K -254 -2%
EWA
540
EP Wealth Advisors
California
$5.31M -$179K -396 -3%
NMERB
541
New Mexico Educational Retirement Board
New Mexico
$5.3M – – –
LCM
542
Logan Capital Management
Pennsylvania
$5.28M -$100K -221 -2%
BIG
543
Builder Investment Group
Georgia
$5.26M – – –
CWM
544
Chronos Wealth Management
Florida
$5.23M -$46.7K -103 -0.9%
GI
545
Gradient Investments
Minnesota
$5.22M -$1.59M -3,517 -23%
PVI
546
Pine Valley Investments
New Jersey
$5.21M +$399K +881 +8%
CCM
547
Coldstream Capital Management
Washington
$5.19M +$214K +473 +4%
CIA
548
Concurrent Investment Advisors
Florida
$5.18M +$5.18M +11,421 New
PCM
549
Parsons Capital Management
Rhode Island
$5.12M +$38.1K +84 +0.7%
PSP
550
Principal Street Partners
Tennessee
$5.11M -$43.1K -95 -0.8%
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