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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 %
TLFA
776
True Link Financial Advisors
California
$2.81M +$2.81M +6,196 New
AIC
777
Archer Investment Corporation
Indiana
$2.81M +$906 +2 +0%
RPWA
778
Regent Peak Wealth Advisors
Georgia
$2.8M +$168K +371 +6%
GWM
779
GSB Wealth Management
Connecticut
$2.8M +$6.35K +14 +0.2%
HCA
780
Harbor Capital Advisors
Illinois
$2.79M +$4.53K +10 +0.2%
GLR
781
Great Lakes Retirement
Ohio
$2.78M +$19.5K +43 +0.7%
LNWWM
782
Laird Norton Wetherby Wealth Management
California
$2.78M +$27.2K +60 +1%
LS
783
Leelyn Smith
Illinois
$2.78M -$288K -635 -9%
AWM
784
Allen Wealth Management
North Carolina
$2.77M +$2.77M +6,113 New
BFG
785
Bleakley Financial Group
New Jersey
$2.77M +$112K +247 +4%
SS
786
Simplicity Solutions
Minnesota
$2.77M +$111K +245 +4%
BCP
787
Blue Chip Partners
Michigan
$2.77M -$5.44K -12 -0.2%
BBHC
788
Brown Brothers Harriman & Co
New York
$2.76M +$132K +291 +5%
1SB
789
1ST Source Bank
Indiana
$2.76M +$32.2K +71 +1%
HCM
790
Hall Capital Management
Rhode Island
$2.75M +$2.72K +6 +0.1%
EFMC
791
Empire Financial Management Company
New York
$2.73M +$70.7K +156 +3%
CPA
792
Capital Planning Advisors
California
$2.73M +$84.8K +187 +3%
WCM
793
Weik Capital Management
Pennsylvania
$2.73M -$11.3K -25 -0.4%
TBA
794
Tower Bridge Advisors
Pennsylvania
$2.7M – – –
FTDI
795
First Trust Direct Indexing
Massachusetts
$2.69M +$980K +2,163 +57%
VFA
796
Voya Financial Advisors
Connecticut
$2.68M +$11.3K +25 +0.4%
TIP
797
Torray Investment Partners
Maryland
$2.64M -$13.6K -30 -0.5%
ACM
798
Alta Capital Management
Utah
$2.64M +$920K +2,030 +54%
TAM
799
Tealwood Asset Management
Minnesota
$2.64M -$35.8K -79 -1%
FI
800
FJ Investments
Utah
$2.63M +$2.63M +5,800 New
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