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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 %
TW
901
TrinityPoint Wealth
Connecticut
$2.01M +$213K +468 +12%
MAM
902
Mystic Asset Management
Rhode Island
$2.01M +$6.82K +15 +0.3%
HAM
903
Harmony Asset Management
Arizona
$2M +$5.91K +13 +0.3%
RRAM
904
River Road Asset Management
Kentucky
$2M -$1.23M -2,709 -38%
EWM
905
Evercore Wealth Management
New York
$2M -$262K -576 -12%
CCMW
906
Cypress Capital Management (Wyoming)
Wyoming
$1.99M -$10.5K -23 -0.5%
LMKC
907
L.M. Kohn & Company
Ohio
$1.99M +$119K +261 +6%
IA
908
Icon Advisers
Colorado
$1.99M – – –
BCA
909
Bay Colony Advisors
Massachusetts
$1.99M +$15.9K +35 +0.8%
HIC
910
Hartline Investment Corp
Illinois
$1.99M +$1.01M +2,219 +103%
FCAS
911
First Command Advisory Services
Texas
$1.99M +$13.6K +30 +0.7%
CCT
912
Capital City Trust
Florida
$1.98M +$65K +143 +3%
EF
913
Exeter Financial
Arizona
$1.98M +$83.5K +184 +4%
PF
914
Prosperitas Financial
California
$1.98M +$343K +753 +21%
BCP
915
Blackhawk Capital Partners
Wisconsin
$1.97M -$119K -262 -6%
IAS
916
Insigneo Advisory Services
Florida
$1.97M +$57.3K +126 +3%
MWM
917
Mission Wealth Management
California
$1.95M +$312K +686 +19%
CAG
918
Crestwood Advisors Group
Massachusetts
$1.94M +$97.8K +215 +5%
PA
919
Parallel Advisors
California
$1.94M -$50.9K -112 -3%
LCWP
920
Legacy Capital Wealth Partners
Arkansas
$1.92M +$1.2M +2,494 +169%
CCA
921
Cobblestone Capital Advisors
New York
$1.91M -$38.7K -85 -2%
RWA
922
River Wealth Advisors
Pennsylvania
$1.91M -$61.9K -136 -3%
DCM
923
Decatur Capital Management
Georgia
$1.91M -$18.7K -41 -1%
CANY
924
Caxton Associates (New York)
New York
$1.91M -$111K -243 -5%
ST
925
Smithfield Trust
Pennsylvania
$1.91M -$5.45K -12 -0.3%
35 36
37
38 39