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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 %
SIA
826
Sage Investment Advisers
New York
$2.4M +$544K +1,195 +29%
GWSG
827
GPS Wealth Strategies Group
Colorado
$2.4M +$892K +1,960 +59%
CWP
828
Cyndeo Wealth Partners
Florida
$2.39M +$3.64K +8 +0.2%
AHB
829
Abner Herrman & Brock
New Jersey
$2.39M +$11.4K +25 +0.5%
AWM
830
Avitas Wealth Management
California
$2.39M +$19.1K +42 +0.8%
DZ Bank
831
DZ Bank
Germany
$2.38M +$1.35M +2,970 +131%
MWP
832
MYCIO Wealth Partners
Pennsylvania
$2.38M – – –
SW
833
SVB Wealth
Massachusetts
$2.37M -$17.3K -38 -0.7%
CA
834
Continuum Advisory
Idaho
$2.36M -$98.8K -211 -4%
IA
835
IFP Advisors
Florida
$2.36M -$1.1M -2,420 -32%
MWM
836
Meridian Wealth Management
Kentucky
$2.36M -$228K -502 -9%
CCB
837
Cutter & Co Brokerage
Missouri
$2.36M +$1.93M +4,251 +457%
FSA
838
Fort Sheridan Advisors
Illinois
$2.35M +$81.4K +179 +4%
PTC
839
Private Trust Company
Ohio
$2.35M +$35.9K +79 +2%
MIM
840
Moseley Investment Management
Florida
$2.34M -$108K -238 -4%
TMAM
841
Tokio Marine Asset Management
Japan
$2.34M +$110K +242 +5%
OTPPB
842
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.33M +$2.33M +5,112 New
LL
843
LWMG LLC
Minnesota
$2.32M -$14.6K -32 -0.6%
GLR
844
Great Lakes Retirement
Ohio
$2.32M -$474K -1,043 -17%
BWG
845
Boomfish Wealth Group
Georgia
$2.32M +$210K +461 +10%
CC
846
Cypress Capital
Tennessee
$2.31M -$69.6K -153 -3%
AFS
847
Access Financial Services
Minnesota
$2.31M +$101K +222 +5%
PT
848
Plimoth Trust
Massachusetts
$2.3M +$79.6K +175 +4%
GIA
849
Guyasuta Investment Advisors
Pennsylvania
$2.29M – – –
JE
850
JMAC Enterprises
Pennsylvania
$2.28M -$273K -601 -11%
32 33
34
35 36