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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 %
SP
551
Stablepoint Partners
Massachusetts
$5.05M +$5.05M +11,142 New
M
552
MOTCO
Texas
$5.05M -$766K -1,691 -13%
WIM
553
WealthPlan Investment Management
Nebraska
$5.04M -$49.4K -109 -1%
IFAM
554
Institutional & Family Asset Management
Colorado
$5.04M +$12.2K +27 +0.2%
GIM
555
Gold Investment Management
Alberta, Canada
$5.03M +$5.03M +11,093 New
BFA
556
Benedict Financial Advisors
Georgia
$5.01M +$11.3K +25 +0.2%
LPT
557
Legacy Private Trust
Wisconsin
$5.01M +$823K +1,816 +20%
GFS
558
GYL Financial Synergies
Connecticut
$5M -$206K -455 -4%
HFS
559
Hantz Financial Services
Michigan
$5M -$370K -817 -7%
MYAM
560
Meiji Yasuda Asset Management
Japan
$4.95M +$787K +1,737 +19%
RPC
561
Rossmore Private Capital
Connecticut
$4.94M +$257K +567 +5%
HWM
562
HB Wealth Management
Georgia
$4.94M +$168K +370 +4%
GP
563
Girard Partners
Pennsylvania
$4.93M -$129K -284 -3%
BIM
564
Bridges Investment Management
Nebraska
$4.93M -$109K -241 -2%
LFAS
565
Level Four Advisory Services
Texas
$4.91M -$8.61K -19 -0.2%
TPCW
566
TD Private Client Wealth
New York
$4.91M +$188K +414 +4%
SIAP
567
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.9M +$385K +850 +9%
SIA
568
Soltis Investment Advisors
Utah
$4.88M -$170K -375 -3%
BRM
569
Boston Research & Management
Massachusetts
$4.87M +$134K +295 +3%
ECML
570
Eagle Capital Management (Louisiana)
Louisiana
$4.86M -$137K -303 -3%
NB
571
NBT Bank
New York
$4.86M +$216K +476 +5%
HIP
572
HUB Investment Partners
Texas
$4.81M +$1.51M +3,322 +46%
CFG
573
Citizens Financial Group
Rhode Island
$4.81M +$149K +328 +3%
UAM
574
Unison Asset Management
Florida
$4.8M – – –
RWM
575
RBA Wealth Management
California
$4.8M +$19.9K +44 +0.4%
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