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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 %
KCPG
801
Kavar Capital Partners Group
Kansas
$2.62M +$2.62M +5,788 New
KCG
802
Kinsale Capital Group
Virginia
$2.62M +$746K +1,647 +40%
CBB
803
Citizens Business Bank
California
$2.61M -$224K -494 -8%
AIP
804
Ameritas Investment Partners
Nebraska
$2.61M +$72.1K +159 +3%
KIA
805
KCM Investment Advisors
California
$2.61M -$101K -223 -4%
GCM
806
Graham Capital Management
Connecticut
$2.6M +$2.6M +5,730 New
CGH
807
Crossmark Global Holdings
Texas
$2.6M -$3.01M -6,644 -54%
HAS
808
HBW Advisory Services
California
$2.59M -$158K -349 -6%
ATC
809
Adirondack Trust Company
New York
$2.59M -$13.7K -32 -0.5%
MWM
810
Meridian Wealth Management
Kentucky
$2.58M -$2.84M -6,269 -52%
T. Rowe Price Investment Management
811
T. Rowe Price Investment Management
Maryland
$2.57M +$1.64M +3,622 +176%
Jennison Associates
812
Jennison Associates
New York
$2.56M -$4.05M -8,939 -61%
GEA
813
Glen Eagle Advisors
New Jersey
$2.55M +$91.1K +201 +4%
JE
814
JMAC Enterprises
Pennsylvania
$2.54M +$6.8K +15 +0.3%
SC
815
Savant Capital
Illinois
$2.54M +$91.6K +202 +4%
DWM
816
Dakota Wealth Management
Florida
$2.53M +$159K +350 +7%
FM
817
Family Management
New York
$2.53M +$23.6K +52 +0.9%
IIA
818
ICW Investment Advisors
Arizona
$2.52M +$11.8K +26 +0.5%
BIA
819
Beacon Investment Advisors
Maryland
$2.51M +$27.2K +60 +1%
ECU
820
Eisler Capital (UK)
United Kingdom
$2.51M +$2.51M +5,539 New
AFAS
821
Acorn Financial Advisory Services
Virginia
$2.51M +$1.36K +3 +0.1%
S
822
SignatureFD
Georgia
$2.5M +$51.2K +113 +2%
SAG
823
SageView Advisory Group
California
$2.49M +$375K +869 +18%
WA1
824
Wimmer Associates 1
California
$2.48M +$13.6K +30 +0.6%
SFG
825
SevenBridge Financial Group
Pennsylvania
$2.47M – – –
31 32
33
34 35