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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 %
CCFCSB
601
Cape Cod Five Cents Savings Bank
Massachusetts
$4.47M -$4.26M -9,408 -49%
LBWM
602
Left Brain Wealth Management
Illinois
$4.44M -$80.2K -177 -2%
AG
603
Ascent Group
Virginia
$4.43M +$158K +370 +4%
PIA
604
Petredis Investment Advisors
Pennsylvania
$4.43M -$136K -300 -3%
YIH
605
Y-Intercept (HK)
Hong Kong
$4.39M +$4.39M +9,678 New
FCH
606
Freestone Capital Holdings
Washington
$4.38M +$251K +554 +6%
AWM
607
Apollon Wealth Management
South Carolina
$4.38M +$499K +1,101 +13%
CAL
608
Capital Analysts LLC
Pennsylvania
$4.36M +$281K +621 +7%
JHCP
609
Jackson Hole Capital Partners
Oklahoma
$4.34M +$185K +408 +4%
JAG
610
Journey Advisory Group
Kentucky
$4.34M +$128K +283 +3%
CIC
611
Chilton Investment Company
Connecticut
$4.33M -$250K -551 -5%
TIAA Trust, National Association
612
TIAA Trust, National Association
North Carolina
$4.3M -$160K -354 -4%
ACM
613
Alpha Capital Management
Texas
$4.28M -$15.9K -35 -0.4%
SW
614
SlateStone Wealth
Florida
$4.25M +$329K +725 +8%
SCM
615
Sitrin Capital Management
California
$4.24M +$4.24M +9,356 New
TI
616
Tidal Investments
Wisconsin
$4.23M -$97.9K -216 -2%
USCWA
617
U.S. Capital Wealth Advisors
Texas
$4.23M -$613K -1,352 -13%
ACM
618
Aljian Capital Management
Nevada
$4.22M +$488K +1,077 +13%
SEEDPG
619
S.E.E.D. Planning Group
New York
$4.21M +$174K +384 +4%
AP
620
Americana Partners
Texas
$4.2M +$119K +270 +3%
TCOT
621
Trust Company of Toledo
Ohio
$4.17M +$262K +577 +7%
RIM
622
Reliant Investment Management
Tennessee
$4.17M +$111K +246 +3%
MIG
623
McGuire Investment Group
Rhode Island
$4.16M -$34.9K -77 -0.8%
KC
624
Kingfisher Capital
North Carolina
$4.15M -$94.7K -209 -2%
PFA
625
Pathway Financial Advisers
Indiana
$4.14M +$19.5K +43 +0.5%
23 24
25
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