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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 %
WAL
1026
W Advisors LLC
Tennessee
$1.57M +$5.44K +12 +0.3%
CIP
1027
Convergence Investment Partners
Florida
$1.57M -$67.5K -149 -4%
AWM
1028
Aviso Wealth Management
Washington
$1.57M +$1.57M +3,457 New
LJAC
1029
L.J. Altfest & Co
New York
$1.57M -$136K -299 -8%
PA
1030
Probity Advisors
Texas
$1.57M +$200K +442 +15%
TSS
1031
Two Sigma Securities
New York
$1.56M -$2.73M -6,023 -64%
BP
1032
Ballentine Partners
Massachusetts
$1.56M +$412K +910 +36%
HA
1033
Herold Advisors
New York
$1.56M – – –
WP
1034
WealthShield Partners
North Carolina
$1.56M +$1.56M +3,446 New
RIA
1035
Richwood Investment Advisors
Ohio
$1.56M +$44K +97 +3%
WAC
1036
William Allan Corp
Colorado
$1.56M +$2.72K +6 +0.2%
TFG
1037
Taylor Financial Group
Virginia
$1.55M +$1.55M +3,420 New
FFBTD
1038
First Financial Bank - Trust Division
Ohio
$1.55M -$36.7K -81 -2%
NP
1039
NorthRock Partners
Minnesota
$1.54M +$702K +1,549 +84%
EFA
1040
Evernest Financial Advisors
Indiana
$1.54M +$1.54M +3,389 New
FIC
1041
FCG Investment Company
Tennessee
$1.53M +$1.53M +3,381 New
HV
1042
HST Ventures
Utah
$1.53M +$1.53M +3,379 New
ET
1043
Entropy Technologies
New York
$1.53M +$1.53M +3,371 New
FDCDDQ
1044
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.53M +$160K +353 +12%
BOPW
1045
Brandywine Oak Private Wealth
Pennsylvania
$1.52M – – –
MFA
1046
Mayflower Financial Advisors
Massachusetts
$1.52M -$9.97K -22 -0.7%
PK
1047
Pflug Koory
Nebraska
$1.52M – – –
OIA
1048
Optimum Investment Advisors
Illinois
$1.52M +$22.7K +50 +2%
A
1049
AlphaQuest
New York
$1.52M +$1.52M +3,347 New
RCIM
1050
Red Cedar Investment Management
Michigan
$1.51M – – –
40 41
42
43 44