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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 %
AWM
851
Avitas Wealth Management
California
$2.36M +$55.3K +122 +2%
CAG
852
Csenge Advisory Group
Florida
$2.35M -$68K -150 -3%
GIA
853
Gateway Investment Advisers
Ohio
$2.35M +$346K +764 +17%
PFA
854
Peak Financial Advisors
Colorado
$2.35M +$2.35M +5,176 New
PIM
855
Penobscot Investment Management
Massachusetts
$2.34M +$40.8K +90 +2%
IMCOOI
856
Investment Management Corp of Ontario (IMCO)
Canada
$2.34M +$2.34M +5,164 New
LL
857
LWMG LLC
Minnesota
$2.33M -$22.7K -50 -1%
PTC
858
Private Trust Company
Ohio
$2.31M +$32.2K +71 +1%
CIAS
859
Capital Investment Advisory Services
North Carolina
$2.3M -$14.5K -32 -0.6%
GIA
860
Guyasuta Investment Advisors
Pennsylvania
$2.29M +$30.8K +68 +1%
MWM
861
MinichMacGregor Wealth Management
New York
$2.28M -$1.81K -4 -0.1%
VF
862
Virtu Financial
New York
$2.27M +$551K +1,216 +32%
GSB
863
Greenfield Savings Bank
Massachusetts
$2.27M -$8.16K -18 -0.4%
FSA
864
Fort Sheridan Advisors
Illinois
$2.26M -$102K -226 -4%
SPIS
865
Steward Partners Investment Solutions
Oregon
$2.26M +$2.26M +4,983 New
SSB
866
Sandy Spring Bank
Maryland
$2.26M -$137K -303 -6%
Focus Partners Wealth
867
Focus Partners Wealth
Massachusetts
$2.26M +$2.26M +4,976 New
EWM
868
Evercore Wealth Management
New York
$2.25M +$126K +277 +6%
APWM
869
Argonautica Private Wealth Management
Massachusetts
$2.25M -$1.36K -3 -0.1%
DT
870
Diversified Trust
Tennessee
$2.22M +$130K +286 +6%
CAC
871
Certified Advisory Corp
Florida
$2.22M +$63.5K +140 +3%
TMAM
872
Tokio Marine Asset Management
Japan
$2.22M -$55.7K -123 -2%
PT
873
Plimoth Trust
Massachusetts
$2.21M +$108K +239 +5%
LD
874
Lipe & Dalton
New York
$2.2M -$13.6K -30 -0.6%
AFS
875
Access Financial Services
Minnesota
$2.2M -$5.89K -13 -0.3%
33 34
35
36 37