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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 %
AAS
826
Ameritas Advisory Services
Nebraska
$2.47M -$567K -1,290 -19%
SA
827
Shilanski & Associates
Alaska
$2.45M +$2.45M +5,403 New
SPC
828
Sigma Planning Corp
Michigan
$2.45M -$2.17M -4,788 -47%
SG
829
StoneX Group
New York
$2.45M +$229K +506 +10%
AWA
830
Arkadios Wealth Advisors
Georgia
$2.44M +$70.3K +155 +3%
EWM
831
Evergreen Wealth Management
Michigan
$2.44M +$61.6K +136 +3%
CG
832
Castellan Group
Kentucky
$2.44M -$28.6K -63 -1%
MIM
833
Moseley Investment Management
Florida
$2.44M +$90.2K +199 +4%
RF
834
Robbins Farley
New Hampshire
$2.44M +$51.2K +113 +2%
1WA
835
180 Wealth Advisors
Washington
$2.41M -$10.5K -23 -0.4%
TPA
836
Trivium Point Advisory
Connecticut
$2.41M +$152K +335 +7%
WDA
837
Wendell David Associates
New Hampshire
$2.4M +$1.34M +2,961 +127%
SWM
838
SeaCrest Wealth Management
New York
$2.39M +$42K +92 +2%
AR
839
Advisory Research
Illinois
$2.39M -$113K -250 -5%
SW
840
SVB Wealth
Massachusetts
$2.38M +$103K +228 +5%
CWP
841
Cyndeo Wealth Partners
Florida
$2.38M +$24K +53 +1%
CA
842
Continuum Advisory
Idaho
$2.38M +$1.24M +2,743 +109%
IWA
843
Icon Wealth Advisors
Texas
$2.38M +$2.38M +5,250 New
IGAM
844
iA Global Asset Management
Quebec, Canada
$2.38M +$213K +469 +10%
VAG
845
VisionPoint Advisory Group
Texas
$2.37M +$1.01M +2,234 +74%
CC
846
Cypress Capital
Tennessee
$2.37M +$132K +292 +6%
MWP
847
MYCIO Wealth Partners
Pennsylvania
$2.37M – – –
WOC
848
West Oak Capital
California
$2.37M -$23.2K -50 -1%
AHB
849
Abner Herrman & Brock
New Jersey
$2.37M +$120K +265 +5%
CA
850
Clearstead Advisors
Ohio
$2.37M -$2.31M -5,102 -49%
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