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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 %
HNW
1051
High Note Wealth
Minnesota
$1.51M +$116K +256 +8%
GDP
1052
Great Diamond Partners
Maine
$1.51M -$38.5K -85 -2%
ICM
1053
Islay Capital Management
Texas
$1.51M +$216K +476 +17%
NHT
1054
New Hampshire Trust
New Hampshire
$1.51M -$12.7K -28 -0.8%
FHA
1055
Flagship Harbor Advisors
Massachusetts
$1.51M +$166K +366 +12%
FAIM
1056
Financial Advocates Investment Management
Washington
$1.51M +$73.4K +162 +5%
GPA
1057
Guerra Pan Advisors
New Jersey
$1.5M – – –
AW
1058
Alaethes Wealth
Nevada
$1.5M +$29.9K +66 +2%
Verition Fund Management
1059
Verition Fund Management
Connecticut
$1.5M -$9.15M -20,184 -86%
GWSG
1060
GPS Wealth Strategies Group
Colorado
$1.5M +$12.7K +28 +0.9%
DBRC
1061
D.B. Root & Company
Pennsylvania
$1.5M -$22.2K -49 -1%
PAM
1062
Paradigm Asset Management
New York
$1.5M -$45.3K -100 -3%
NFGCM
1063
Norman Fields Gottscho Capital Management
New York
$1.49M -$256K -565 -15%
RP
1064
Rice Partnership
Hawaii
$1.49M +$1.81K +4 +0.1%
CHJWM
1065
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.49M +$6.47K +15 +0.4%
ORG
1066
Optimist Retirement Group
Washington
$1.49M +$1.49M +3,291 New
PPWP
1067
Premier Path Wealth Partners
New Jersey
$1.49M +$1.49M +3,286 New
PWC
1068
PYA Waltman Capital
Tennessee
$1.48M +$99.7K +220 +7%
FFA
1069
Fortune Financial Advisors
Kansas
$1.48M -$12.7K -28 -0.9%
CCP
1070
Cunning Capital Partners
North Carolina
$1.48M – – –
LA
1071
Lindenwold Advisors
Pennsylvania
$1.47M +$3.17K +7 +0.2%
BMC
1072
Beaton Management Company
Massachusetts
$1.47M – – –
SS
1073
Sunbelt Securities
Texas
$1.47M -$47.6K -105 -3%
LFM
1074
LGT Fund Management
Liechtenstein
$1.47M – – –
PJSIMP
1075
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.47M +$33.5K +78 +2%
41 42
43
44 45