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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 %
NMIMC
726
Northwestern Mutual Investment Management Company
Wisconsin
$3.17M -$39K -86 -1%
BCM
727
Bancreek Capital Management
California
$3.16M +$53K +117 +2%
FWP
728
FAS Wealth Partners
Kansas
$3.15M +$209K +462 +7%
EP
729
Edgestream Partners
New Jersey
$3.15M +$1.99M +4,382 +171%
WSTAM
730
Wilbanks Smith & Thomas Asset Management
Virginia
$3.14M +$157K +347 +5%
RMC
731
Resources Management Corp
Connecticut
$3.13M +$15K +33 +0.5%
BBVA
732
Banco Bilbao Vizcaya Argentaria
Spain
$3.12M -$1.64M -3,629 -35%
GRP
733
Global Retirement Partners
California
$3.11M +$201K +440 +7%
MIM
734
Meixler Investment Management
Arizona
$3.11M -$190K -419 -6%
HAG
735
HighPoint Advisor Group
Illinois
$3.11M +$3.11M +6,962 New
Fisher Asset Management
736
Fisher Asset Management
Washington
$3.11M +$165K +364 +6%
GF
737
Gabelli Funds
New York
$3.1M -$154K -340 -5%
GS
738
GTS Securities
New York
$3.09M -$7.94M -17,529 -72%
NA
739
Navellier & Associates
Nevada
$3.07M -$40.3K -89 -1%
CW
740
CreativeOne Wealth
Kansas
$3.07M -$363K -801 -11%
LSIA
741
LaSalle St. Investment Advisors
Illinois
$3.06M -$834K -184 -21%
FNBOMD
742
First National Bank of Mount Dora
Florida
$3.06M +$16.3K +36 +0.5%
HCM
743
Hengehold Capital Management
Ohio
$3.05M -$17.2K -38 -0.6%
SA
744
Scarborough Advisors
Maryland
$3.04M +$3.63K +8 +0.1%
CB
745
Community Bank
New York
$3.03M -$172K -379 -5%
XSC
746
X-Square Capital
Puerto Rico
$3.03M +$710K +1,566 +31%
LSAG
747
Lake Street Advisors Group
New Hampshire
$3.01M +$3.01M +6,648 New
HCMT
748
Highland Capital Management (Tennessee)
Tennessee
$3.01M -$4.53K -10 -0.2%
QCM
749
Qsemble Capital Management
New York
$3.01M -$1.82M -4,018 -38%
MCM
750
McDonough Capital Management
Florida
$2.99M +$66.6K +147 +2%
28 29
30
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