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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 %
DCM
926
Decatur Capital Management
Georgia
$1.92M +$143K +316 +8%
AWA
927
Arete Wealth Advisors
Illinois
$1.92M +$1.92M +4,231 New
CCT
928
Capital City Trust
Florida
$1.91M +$652K +1,438 +52%
OAJ
929
Ogorek Anthony Joseph
New York
$1.91M -$68.4K -151 -3%
ST
930
Smithfield Trust
Pennsylvania
$1.91M -$245K -540 -11%
EF
931
Exeter Financial
Arizona
$1.9M +$81.7K +179 +4%
IAS
932
Insigneo Advisory Services
Florida
$1.9M +$34.4K +76 +2%
KF
933
KKM Financial
Illinois
$1.89M +$1.89M +4,176 New
CIA
934
Choate Investment Advisors
Massachusetts
$1.89M +$219K +484 +13%
CWM
935
Congress Wealth Management
Massachusetts
$1.89M +$1.43M +3,157 +313%
SFA
936
Semmax Financial Advisors
North Carolina
$1.89M -$255K -598 -12%
IRC
937
Investors Research Corp
Georgia
$1.88M – – –
TWP
938
Tyche Wealth Partners
Texas
$1.88M +$1.88M +4,137 New
PR
939
Payden & Rygel
California
$1.87M -$6.16M -13,600 -77%
LMKC
940
L.M. Kohn & Company
Ohio
$1.87M +$525K +1,158 +39%
ST
941
Sabal Trust
Florida
$1.87M -$64.8K -143 -3%
CFS
942
Commonwealth Financial Services
West Virginia
$1.86M -$12.7K -28 -0.7%
WA
943
Wealth Alliance
New York
$1.86M +$8.61K +19 +0.5%
JWM
944
JGP Wealth Management
Oregon
$1.86M -$171K -377 -8%
SIA
945
Sage Investment Advisers
New York
$1.85M -$141K -310 -7%
BTI
946
Blue Trust Inc
Georgia
$1.85M -$256K -627 -12%
CSPIA
947
Cary Street Partners Investment Advisory
Virginia
$1.85M +$257K +566 +16%
CAG
948
Crestwood Advisors Group
Massachusetts
$1.84M +$376K +829 +26%
PA
949
Paralel Advisors
Colorado
$1.83M – – –
BW
950
Bison Wealth
Georgia
$1.83M +$12.7K +28 +0.7%
36 37
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