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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 %
ACL
876
Applied Capital LLC
Florida
$2.2M -$165K -365 -7%
EWA
877
Exencial Wealth Advisors
Oklahoma
$2.19M +$150K +332 +7%
Federated Hermes
878
Federated Hermes
Pennsylvania
$2.18M -$1.43M -3,145 -40%
OCM
879
One Capital Management
California
$2.17M +$851K +1,878 +64%
SC
880
Syon Capital
California
$2.17M +$1.36M +2,992 +167%
First Manhattan
881
First Manhattan
New York
$2.17M +$2.72K +6 +0.1%
CA
882
CoreCap Advisors
Michigan
$2.16M -$1.48M -3,257 -41%
GBWM
883
Granite Bay Wealth Management
New Hampshire
$2.15M +$2.15M +4,800 New
CB
884
CNB Bank
Pennsylvania
$2.15M -$76.6K -169 -3%
TI
885
TrueMark Investments
Illinois
$2.14M +$2.14M +4,717 New
SF
886
Slagle Financial
Illinois
$2.14M +$1.07M +4,672 +101%
Public Sector Pension Investment Board (PSP Investments)
887
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.14M -$8.74M -19,293 -80%
FC
888
FCA Corp
Texas
$2.13M +$3.63K +8 +0.2%
PI
889
Pachira Investments
California
$2.13M +$3.63K +8 +0.2%
CCA
890
Checchi Capital Advisers
California
$2.13M +$82.5K +182 +4%
BO
891
Bank OZK
Arkansas
$2.11M -$56.7K -125 -3%
RA
892
RFG Advisory
Alabama
$2.11M -$856K -1,889 -29%
BWG
893
Boomfish Wealth Group
Georgia
$2.1M +$2.1M +4,638 New
LF
894
Lantz Financial
Illinois
$2.09M +$52.1K +115 +3%
MFG
895
Magnus Financial Group
New York
$2.09M +$156K +344 +8%
FB
896
Fulton Bank
Pennsylvania
$2.08M -$12.2K -27 -0.6%
SPG
897
Strategic Planning Group
Utah
$2.08M +$2.08M +4,598 New
BCM
898
Brasada Capital Management
Texas
$2.08M -$286K -630 -12%
BCP
899
Blackhawk Capital Partners
Wisconsin
$2.08M +$2.08M +4,596 New
TFA
900
Transamerica Financial Advisors
Florida
$2.08M -$654K -1,442 -24%
34 35
36
37 38