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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 %
CII
676
Capital International Inc
California
$3.54M +$196K +433 +6%
BBI
677
Baxter Bros Inc
Connecticut
$3.53M -$93.4K -206 -3%
BST
678
Bath Savings Trust
Maine
$3.53M +$1.25M +2,750 +55%
TCA
679
Trifecta Capital Advisors
Illinois
$3.52M +$199K +438 +6%
SWA
680
Stratos Wealth Advisors
Ohio
$3.51M +$25.4K +56 +0.7%
VWA
681
Visionary Wealth Advisors
Illinois
$3.51M -$8.61K -19 -0.2%
RWM
682
Ritholtz Wealth Management
New York
$3.51M +$1.67M +3,694 +91%
AF
683
Advisornet Financial
Minnesota
$3.51M +$13.1K +29 +0.4%
PF
684
Phoenix Financial
Israel
$3.5M -$173K -339 -5%
ACM
685
Altrius Capital Management
North Carolina
$3.5M +$38.5K +85 +1%
AT
686
Arvest Trust
Oklahoma
$3.48M -$29.5K -65 -0.8%
AC
687
Asio Capital
Kentucky
$3.48M +$27.6K +61 +0.8%
LBC
688
Lowe Brockenbrough & Co
Virginia
$3.46M -$2.16M -4,776 -38%
IMRF
689
Illinois Municipal Retirement Fund
Illinois
$3.46M -$1.73M -3,822 -33%
FAB
690
First American Bank
Illinois
$3.46M -$97.9K -216 -3%
APP
691
Avantax Planning Partners
Iowa
$3.45M -$108K -239 -3%
IA
692
IFP Advisors
Florida
$3.45M -$228K -504 -6%
RBA
693
Richard Bernstein Advisors
New York
$3.45M -$876K -1,932 -20%
PFS
694
Physicians Financial Services
North Carolina
$3.44M -$48.5K -107 -1%
Luther King Capital Management (LKCM)
695
Luther King Capital Management (LKCM)
Texas
$3.44M -$440K -970 -11%
H
696
HoyleCohen
California
$3.43M -$72.5K -160 -2%
PWMAG
697
Pinnacle Wealth Management Advisory Group
New Jersey
$3.41M +$180K +397 +6%
TFS
698
Thoroughbred Financial Services
Tennessee
$3.41M +$48.9K +108 +1%
SW
699
Solidarity Wealth
Utah
$3.4M -$408K -900 -11%
WF
700
Welch & Forbes
Massachusetts
$3.39M -$51.2K -113 -1%
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