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Lockheed Martin
LMT

Overview Fund Activity

2,406 hedge funds and large institutions have $80B invested in Lockheed Martin in 2024 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 983 increasing their positions, 954 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,406
Holders Change
-24
Holders Change %
-0.99%
% of All Funds
34.87%
Holding in Top 10
41
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-19.61%
% of All Funds
0.59%
New
143
Increased
983
Reduced
954
Closed
136
Calls
$1.8B
Puts
$1.55B
Net Calls
+$248M
Net Calls Change
+$290M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$639M
2
VanEck Associates
VanEck Associates
New York
+$200M
3
BlackRock
BlackRock
New York
+$184M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$127M
5
Invesco
Invesco
Georgia
+$111M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.45B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$498M
3
Capital World Investors
Capital World Investors
California
-$347M
4
State Street
State Street
Massachusetts
-$329M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
801
RFG Advisory
Alabama
$2.51M +$391K +859 +18%
AWA
802
Arkadios Wealth Advisors
Georgia
$2.5M +$55K +121 +2%
IAN
803
Integrated Advisors Network
Texas
$2.49M +$445K +979 +22%
APWM
804
Argonautica Private Wealth Management
Massachusetts
$2.49M +$230K +506 +10%
WA1
805
Wimmer Associates 1
California
$2.49M -$2.27K -5 -0.1%
Koshinski Asset Management
806
Koshinski Asset Management
Illinois
$2.49M +$509K +1,118 +26%
SA
807
Shilanski & Associates
Alaska
$2.48M +$23.2K +51 +0.9%
CRC
808
Curi RMB Capital
Illinois
$2.48M +$1.43M +3,149 +137%
CG
809
Castellan Group
Kentucky
$2.48M +$29.6K +65 +1%
GIA
810
Gateway Investment Advisers
Ohio
$2.48M +$116K +256 +5%
CA
811
Clearstead Advisors
Ohio
$2.48M +$18.8K +40 +0.8%
WP
812
WealthShield Partners
North Carolina
$2.47M +$889K +1,942 +56%
MWM
813
MinichMacGregor Wealth Management
New York
$2.47M +$191K +421 +8%
AI
814
Arvest Investments
Arkansas
$2.46M -$423K -930 -15%
1WA
815
180 Wealth Advisors
Washington
$2.45M +$43.7K +96 +2%
EWM
816
Evergreen Wealth Management
Michigan
$2.45M – – –
EWA
817
Exencial Wealth Advisors
Oklahoma
$2.45M +$253K +557 +12%
FTDI
818
First Trust Direct Indexing
Massachusetts
$2.44M -$252K -553 -9%
CGH
819
Crossmark Global Holdings
Texas
$2.44M -$163K -358 -6%
CIAS
820
Capital Investment Advisory Services
North Carolina
$2.43M +$119K +262 +5%
BMA
821
Brooks Moore & Associates
Tennessee
$2.42M -$887K -1,950 -27%
SFG
822
SevenBridge Financial Group
Pennsylvania
$2.41M -$101K -219 -4%
RF
823
Robbins Farley
New Hampshire
$2.41M -$31.4K -69 -1%
CCS
824
Concentric Capital Strategies
Connecticut
$2.41M +$2.41M +5,297 New
CAC
825
Certified Advisory Corp
Florida
$2.4M +$175K +384 +8%
31 32
33
34 35