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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 %
CRI
576
Commonwealth Retirement Investments
Virginia
$4.79M +$17.7K +39 +0.4%
ACP
577
Aviance Capital Partners
Florida
$4.77M -$9.52K -21 -0.2%
GIA
578
Gladstone Institutional Advisory
Florida
$4.75M +$876K +1,932 +23%
JWCA
579
J.W. Cole Advisors
Florida
$4.74M +$2M +4,413 +73%
MIH
580
Meitav Investment House
Israel
$4.73M +$152K +337 +3%
SWM
581
Spire Wealth Management
Virginia
$4.7M -$148K -324 -3%
CAM
582
Cypress Asset Management
Texas
$4.69M -$16.8K -37 -0.4%
OIA
583
OneDigital Investment Advisors
Kansas
$4.66M +$716K +1,580 +18%
PCMC
584
Planning Capital Management Corporation
Pennsylvania
$4.66M +$4.66M +10,279 New
RIL
585
Rothschild Investment LLC
Illinois
$4.65M +$60.7K +134 +1%
OPTFSNA
586
Old Point Trust & Financial Services N A
Virginia
$4.63M -$149K -329 -3%
HPC
587
HM Payson & Co
Maine
$4.61M -$567K -1,252 -11%
WP
588
WealthPLAN Partners
Nebraska
$4.61M -$31.3K -69 -0.7%
FM
589
Foster & Motley
Ohio
$4.6M +$408K +900 +10%
BCFS
590
Butensky & Cohen Financial Security
Florida
$4.58M +$34.9K +77 +0.8%
BP
591
Broadleaf Partners
Ohio
$4.56M -$2.67M -5,891 -37%
XF
592
XML Financial
Maryland
$4.55M +$128K +283 +3%
SWP
593
Stratos Wealth Partners
Ohio
$4.54M +$507K +1,118 +13%
FCMT
594
Founders Capital Management (Texas)
Texas
$4.5M -$26.3K -58 -0.6%
IEFM
595
IQ EQ Fund Management
Ireland
$4.49M +$4.49M +9,910 New
MWM
596
Marietta Wealth Management
Georgia
$4.49M +$133K +294 +3%
DOA
597
D'Orazio & Associates
Virginia
$4.49M +$848K +1,870 +23%
IIM
598
Intact Investment Management
Quebec, Canada
$4.49M – – –
SL
599
Summitry LLC
California
$4.48M +$195K +431 +5%
GAM
600
Griffin Asset Management
New York
$4.47M -$8.16K -18 -0.2%
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