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Lockheed Martin
LMT

2,442 hedge funds and large institutions have $83.3B invested in Lockheed Martin in 2023 Q4 according to their latest regulatory filings, with 317 funds opening new positions, 921 increasing their positions, 900 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 317 | Existing positions closed: 108

11% more capital invested

Capital invested by funds: $74.9B → $83.3B (+$8.38B)

8% more funds holding

Funds holding: 2,262 → 2,442 (+180)

1.37% more ownership

Funds ownership: 72.74% → 74.1% (+1.4%)

2% more repeat investments, than reductions

Existing positions increased: 921 | Existing positions reduced: 900

2% less call options, than puts

Call options by funds: $2.11B | Put options by funds: $2.15B

9% less funds holding in top 10

Funds holding in top 10: 57 → 52 (-5)

Holders
2,442
Holders Change
+180
Holders Change %
+7.96%
% of All Funds
35.6%
Holding in Top 10
52
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.77%
% of All Funds
0.76%
New
317
Increased
921
Reduced
900
Closed
108
Calls
$2.11B
Puts
$2.15B
Net Calls
-$41.4M
Net Calls Change
-$179M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.37B
2
BlackRock
BlackRock
New York
+$593M
3
Deutsche Bank
Deutsche Bank
Germany
+$165M
4
Franklin Resources
Franklin Resources
California
+$149M
5
JP Morgan Chase
JP Morgan Chase
New York
+$146M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$978M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$433M
3
Capital World Investors
Capital World Investors
California
-$400M
4
CWP
Capital Wealth Planning
Florida
-$195M
5
State Street
State Street
Massachusetts
-$186M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
826
SignatureFD
Georgia
$2.5M +$50.1K +113 +2%
SAG
827
SageView Advisory Group
California
$2.49M +$385K +869 +18%
WA1
828
Wimmer Associates 1
California
$2.48M +$13.3K +30 +0.6%
SFG
829
SevenBridge Financial Group
Pennsylvania
$2.47M – – –
AAS
830
Ameritas Advisory Services
Nebraska
$2.47M -$572K -1,290 -19%
SA
831
Shilanski & Associates
Alaska
$2.45M +$2.39M +5,403 New
SPC
832
Sigma Planning Corp
Michigan
$2.45M -$2.12M -4,788 -47%
SG
833
StoneX Group
New York
$2.45M +$224K +506 +10%
AWA
834
Arkadios Wealth Advisors
Georgia
$2.44M +$68.7K +155 +3%
EWM
835
Evergreen Wealth Management
Michigan
$2.44M +$60.3K +136 +3%
CG
836
Castellan Group
Kentucky
$2.44M -$27.9K -63 -1%
MIM
837
Moseley Investment Management
Florida
$2.44M +$88.2K +199 +4%
RF
838
Robbins Farley
New Hampshire
$2.44M +$50.1K +113 +2%
1WA
839
180 Wealth Advisors
Washington
$2.41M -$10.2K -23 -0.4%
TPA
840
Trivium Point Advisory
Connecticut
$2.41M +$148K +335 +7%
WDA
841
Wendell David Associates
New Hampshire
$2.4M +$1.31M +2,961 +127%
SWM
842
SeaCrest Wealth Management
New York
$2.39M +$40.8K +92 +2%
AR
843
Advisory Research
Illinois
$2.39M -$111K -250 -5%
SW
844
SVB Wealth
Massachusetts
$2.38M +$101K +228 +5%
CWP
845
Cyndeo Wealth Partners
Florida
$2.38M +$23.5K +53 +1%
CA
846
Continuum Advisory
Idaho
$2.38M +$1.22M +2,743 +109%
IWA
847
Icon Wealth Advisors
Texas
$2.38M +$2.33M +5,250 New
IGAM
848
iA Global Asset Management
Quebec, Canada
$2.38M +$208K +469 +10%
VAG
849
VisionPoint Advisory Group
Texas
$2.37M +$990K +2,234 +74%
CC
850
Cypress Capital
Tennessee
$2.37M +$129K +292 +6%
32 33
34
35 36

LMT Hedge Fund Activity: Q4 2023 in Review

2,442 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q4 2023, worth a combined $83.3B — up 11% from $74.9B a quarter earlier.

Buyers outnumbered sellers: 317 funds opened new LMT positions and 108 closed out — a net gain of 209 holders — while 921 added to existing stakes and 900 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.37B. The largest seller was Capital Research Global Investors, cutting an estimated $978M.

  • 2,442 institutional investors held Lockheed Martin (LMT) as of Q4 2023, up from 2,262 in Q3 2023.
  • Funds reported $83.3B of Lockheed Martin stock for Q4 2023, up 11% quarter-over-quarter.
  • 317 funds opened new Lockheed Martin positions in Q4 2023 and 108 closed out, a net change of +209 holders.
  • The largest Lockheed Martin buyer in Q4 2023 was Morgan Stanley, an estimated $2.37B added.
  • The largest Lockheed Martin seller in Q4 2023 was Capital Research Global Investors, an estimated $978M sold.

Based on aggregated 13F filings for Q4 2023.