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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 %
SWM
976
Segment Wealth Management
Texas
$1.75M -$106K -233 -6%
PA
977
Procyon Advisors
Connecticut
$1.74M +$1.01M +2,230 +138%
VCA
978
Verdence Capital Advisors
Maryland
$1.74M +$510K +1,125 +41%
TA
979
TCM Advisors
West Virginia
$1.74M -$1.61M – –
IA
980
IAM Advisory
Pennsylvania
$1.74M +$57.6K +127 +3%
GSEP
981
Golden State Equity Partners
California
$1.74M -$150K -332 -8%
DA
982
Duality Advisers
Florida
$1.73M -$750K -1,654 -30%
HCM
983
Highview Capital Management
Illinois
$1.73M +$14.1K +31 +0.8%
AIM
984
Anchor Investment Management
South Carolina
$1.72M -$3.17K -7 -0.2%
MSFS
985
Main Street Financial Solutions
Pennsylvania
$1.72M +$4.08K +9 +0.2%
FCCM
986
First City Capital Management
Georgia
$1.72M -$59.4K -131 -3%
SVWAG
987
Sound View Wealth Advisors Group
Georgia
$1.72M -$29.5K -65 -2%
SIA
988
Schechter Investment Advisors
Michigan
$1.72M +$63K +139 +4%
MFIM
989
Mesirow Financial Investment Management
Illinois
$1.71M +$1.71M +3,778 New
WCBA
990
Weaver C. Barksdale & Associates
Tennessee
$1.71M -$437K -965 -20%
FGAM
991
Financial Gravity Asset Management
Texas
$1.71M +$88.5K +1,056 +5%
FMTC
992
Farmers & Merchants Trust Company
California
$1.7M +$1.81K +4 +0.1%
CBT
993
Central Bank & Trust
Kentucky
$1.7M +$198K +437 +13%
SIM
994
Stratos Investment Management
Ohio
$1.69M -$75.3K -166 -4%
LCM
995
LCM Capital Management
Illinois
$1.69M +$2.72K +6 +0.2%
PWM
996
PBMares Wealth Management
Virginia
$1.68M – – –
TWM
997
Thrive Wealth Management
Pennsylvania
$1.68M +$4.99K +11 +0.3%
CA
998
Claro Advisors
Massachusetts
$1.67M +$40.3K +89 +2%
RIM
999
Redwood Investment Management
Arizona
$1.67M -$443K -978 -21%
MTC
1000
Matrix Trust Company
Colorado
$1.67M +$589K +1,300 +55%
38 39
40
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