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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 %
CLOS
1001
Compagnie Lombard Odier SCmA
Switzerland
$1.67M +$136K +300 +9%
CC
1002
Centiva Capital
New York
$1.66M -$60.7K -134 -4%
HIA
1003
Harbor Investment Advisory
Maryland
$1.66M -$65.7K -145 -4%
BJL
1004
Brighton Jones LLC
Washington
$1.66M +$34K +75 +2%
GWM
1005
Guardian Wealth Management
Illinois
$1.66M -$1.36K -3 -0.1%
CM
1006
Churchill Management
California
$1.65M +$1.65M +3,646 New
ADL
1007
Asset Dedication LLC
California
$1.65M +$52.2K +115 +3%
STA
1008
Summit Trail Advisors
New York
$1.65M -$50.8K -112 -3%
MWM
1009
Mission Wealth Management
California
$1.64M +$60.7K +134 +4%
WC
1010
Westhampton Capital
North Carolina
$1.63M -$18.1K -40 -1%
PF
1011
Prosperitas Financial
California
$1.63M +$161K +356 +11%
WWM
1012
Wolff Wiese Magana
California
$1.63M -$90.2K -199 -5%
SSI
1013
Scott & Selber Inc
Texas
$1.62M -$18.1K -40 -1%
HGERS
1014
Householder Group Estate & Retirement Specialist
Arizona
$1.62M -$34.4K -76 -2%
CV
1015
Counterweight Ventures
North Carolina
$1.62M +$1.62M +3,568 New
LAI
1016
Legal Advantage Investments
California
$1.6M -$54.4K -120 -3%
PFA
1017
Pure Financial Advisors
California
$1.6M +$7.7K +17 +0.5%
OC
1018
Oakworth Capital
Alabama
$1.59M +$288K +635 +22%
HIC
1019
Holderness Investments Company
North Carolina
$1.59M +$267K +590 +20%
CCMG
1020
Clark Capital Management Group
Pennsylvania
$1.58M +$73.9K +163 +5%
GKWIM
1021
Gerber Kawasaki Wealth & Investment Management
California
$1.58M +$50.8K +112 +3%
VA
1022
Valmark Advisers
Ohio
$1.58M +$31.7K +70 +2%
AMIM
1023
Aull & Monroe Investment Management
Alabama
$1.57M -$12.7K -28 -0.8%
PTP
1024
Platform Technology Partners
New York
$1.57M +$178K +416 +13%
GWM
1025
Gray Wealth Management
Maine
$1.57M -$209K -462 -12%
39 40
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