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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 %
WJWM
701
Williams Jones Wealth Management
New York
$3.39M -$52.1K -115 -2%
WPP
702
Whalerock Point Partners
Rhode Island
$3.38M -$161K -355 -5%
Credit Agricole
703
Credit Agricole
France
$3.34M -$870K -1,919 -21%
HP
704
Hikari Power
Japan
$3.33M – – –
CT
705
Chicago Trust
Illinois
$3.32M -$107K -237 -3%
SSA
706
South Street Advisors
New York
$3.31M -$7.64M -16,853 -70%
BMA
707
Brooks Moore & Associates
Tennessee
$3.3M +$255K +563 +8%
MCB
708
Morton Community Bank
Illinois
$3.3M +$3.3M +7,276 New
MGP
709
Metis Global Partners
California
$3.26M -$460K -1,016 -12%
JCM
710
Jacobi Capital Management
Pennsylvania
$3.26M -$113K -249 -3%
NIC
711
Northwest Investment Counselors
Oregon
$3.25M +$16.8K +37 +0.5%
HWAM
712
Hennion & Walsh Asset Management
New Jersey
$3.25M -$479K -1,057 -13%
WI
713
WBI Investments
New Jersey
$3.25M +$3.25M +7,166 New
CI Investments Inc
714
CI Investments Inc
Ontario, Canada
$3.24M +$663K +1,463 +26%
BHCM
715
Brevan Howard Capital Management
Jersey
$3.23M +$2.6M +5,736 +414%
RRAM
716
River Road Asset Management
Kentucky
$3.22M -$109K -241 -3%
DIA
717
Dean Investment Associates
Ohio
$3.22M -$68.9K -152 -2%
PWP
718
Principle Wealth Partners
Connecticut
$3.22M +$6.35K +14 +0.2%
DWP
719
Daymark Wealth Partners
Ohio
$3.19M +$2.19M +14,441 +220%
CT
720
Coastline Trust
Rhode Island
$3.19M -$123K -272 -4%
IWM
721
IHT Wealth Management
Illinois
$3.18M +$263K +580 +9%
SSWM
722
Smith Salley Wealth Management
North Carolina
$3.18M -$103K -228 -3%
BFC
723
Blue Fin Capital
Rhode Island
$3.18M -$91.1K -201 -3%
VFM
724
Viking Fund Management
North Dakota
$3.17M – – –
KFC
725
Klingenstein Fields & Co
New York
$3.17M -$415K -915 -12%
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