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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 %
SWMG
901
Signature Wealth Management Group
Georgia
$2.08M +$2.08M +4,578 New
3IP
902
3Chopt Investment Partners
Virginia
$2.07M +$2.07M +4,577 New
FA
903
FDx Advisors
Illinois
$2.06M -$673K -1,484 -25%
IAN
904
Integrated Advisors Network
Texas
$2.04M -$3.63K -8 -0.2%
ZIG
905
Zurich Insurance Group
Switzerland
$2.04M – – –
PAG
906
Powers Advisory Group
Illinois
$2.04M -$50.8K -112 -2%
WWM
907
Western Wealth Management
Colorado
$2.02M -$193K -425 -9%
KCM
908
Kornitzer Capital Management
Kansas
$2.02M -$649K -1,432 -24%
BL
909
BFSG LLC
California
$2.02M -$53.5K -118 -3%
WAS
910
WESPAC Advisors SoCal
California
$2.01M +$16.3K +36 +0.8%
CANY
911
Caxton Associates (New York)
New York
$2.01M -$770K -1,698 -28%
SW
912
SteelPeak Wealth
California
$2M -$246K -543 -11%
FFM
913
Forum Financial Management
Illinois
$2M -$98.4K -217 -5%
HT
914
Heritage Trust
Oklahoma
$2M -$53.9K -119 -3%
IA
915
Icon Advisers
Colorado
$1.99M – – –
MAM
916
Mystic Asset Management
Rhode Island
$1.99M +$136K +301 +7%
HAM
917
Harmony Asset Management
Arizona
$1.99M +$1.99M +4,393 New
CCMW
918
Cypress Capital Management (Wyoming)
Wyoming
$1.98M -$117K -258 -6%
PA
919
Parallel Advisors
California
$1.98M +$453 +1 +0%
Koshinski Asset Management
920
Koshinski Asset Management
Illinois
$1.97M +$226K +498 +13%
FCAS
921
First Command Advisory Services
Texas
$1.97M -$60.3K -133 -3%
BCA
922
Bay Colony Advisors
Massachusetts
$1.97M +$28.1K +62 +1%
WP
923
WealthSource Partners
California
$1.97M -$98.8K -218 -5%
RWA
924
River Wealth Advisors
Pennsylvania
$1.96M -$79.8K -176 -4%
CCA
925
Cobblestone Capital Advisors
New York
$1.94M +$23.1K +51 +1%
35 36
37
38 39