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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 %
AWM
626
Axxcess Wealth Management
California
$4.14M +$581K +1,282 +16%
PI
627
Putnam Investments
Massachusetts
$4.12M -$125K -276 -3%
TA
628
Townsend & Associates
Colorado
$4.12M +$89.4K +207 +2%
VWM
629
Valley Wealth Managers
New Jersey
$4.12M -$108K -238 -3%
HA
630
Hamel Associates
New Jersey
$4.11M -$369K -815 -8%
UHC
631
Union Heritage Capital
Michigan
$4.08M – – –
MLICM
632
Metropolitan Life Insurance Company (MetLife)
New York
$4.07M -$129K -285 -3%
BB
633
Busey Bank
Illinois
$4.06M -$181K -400 -4%
PWA
634
Primoris Wealth Advisors
Florida
$4.03M -$59.7K -132 -1%
TNB
635
Thomasville National Bank
Georgia
$4.01M +$36.7K +81 +0.9%
TW
636
TritonPoint Wealth
Maryland
$4M +$4M +8,835 New
SFP
637
Shepherd Financial Partners
Massachusetts
$4M +$24.5K +54 +0.6%
MMM
638
Mendel Money Management
Illinois
$3.95M +$24.5K +54 +0.6%
FCM
639
Fogel Capital Management
Florida
$3.93M +$3.93M +9,214 New
JIR
640
James Investment Research
Ohio
$3.91M +$629K +1,388 +19%
BOCM
641
Bontempo Ohly Capital Management
Maryland
$3.9M +$128K +283 +3%
BOC
642
Barbara Oil Co
Illinois
$3.85M – – –
FAP
643
Financial Advisory Partners
Florida
$3.84M -$13.1K -29 -0.3%
WI
644
Wintrust Investments
Illinois
$3.82M +$713K +1,620 +23%
GI
645
GS Investments
Minnesota
$3.81M +$4.53K +10 +0.1%
MA
646
Montag & Associates
Georgia
$3.81M – – –
TCM
647
Traynor Capital Management
Pennsylvania
$3.8M +$227K +500 +6%
WAP
648
Wealthcare Advisory Partners
Pennsylvania
$3.8M -$23.6K -52 -0.6%
WB
649
WesBanco Bank
West Virginia
$3.79M -$342K -754 -8%
SLG
650
Stanley-Laman Group
Pennsylvania
$3.79M -$33.5K -74 -0.9%
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