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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 %
RCG
1076
Resource Consulting Group
Florida
$1.46M +$34K +75 +2%
HIA
1077
Harvest Investment Advisors
Florida
$1.46M -$5.44K -12 -0.4%
FFA
1078
First Foundation Advisors
California
$1.46M -$369K -815 -20%
FFC
1079
First Financial Corp
Indiana
$1.45M +$8.61K +19 +0.6%
CWM
1080
Curi Wealth Management
North Carolina
$1.45M +$8.16K +18 +0.6%
OM
1081
OV Management
Minnesota
$1.45M +$1.45M +3,200 New
WSCM
1082
Wellington Shields Capital Management
New York
$1.45M -$267K -588 -16%
BIAS
1083
Beacon Investment Advisory Services
New Jersey
$1.45M -$617K -1,362 -30%
MIFH
1084
Migdal Insurance & Financial Holdings
Israel
$1.44M – – –
LWA
1085
Lineweaver Wealth Advisors
Ohio
$1.44M +$547K +1,204 +61%
WTC
1086
WhitTier Trust Company
Nevada
$1.44M +$35.4K +78 +3%
BMCM
1087
Bryn Mawr Capital Management
Pennsylvania
$1.44M +$384K +847 +36%
LWCFA
1088
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.44M +$387K +902 +37%
LCM
1089
Leisure Capital Management
California
$1.43M -$223K -492 -13%
QPWM
1090
Quadrant Private Wealth Management
Pennsylvania
$1.43M -$7.25K -16 -0.5%
FCBT
1091
First Citizens Bank & Trust
North Carolina
$1.43M -$8.61K -19 -0.6%
VWM
1092
Venturi Wealth Management
Texas
$1.43M -$12.2K -27 -0.8%
SCM
1093
Stevens Capital Management
Pennsylvania
$1.43M -$10.1M -22,178 -88%
PA
1094
Profund Advisors
Maryland
$1.42M +$251K +554 +21%
JFG
1095
Jefferies Financial Group
New York
$1.42M -$7.07M -15,594 -83%
MAM
1096
Morse Asset Management
Connecticut
$1.42M – – –
NIM
1097
NEOS Investment Management
Connecticut
$1.42M +$402K +886 +39%
HTIM
1098
Harbour Trust & Investment Management
Indiana
$1.41M +$1.41M +3,118 New
CWAG
1099
Compton Wealth Advisory Group
Virginia
$1.41M -$122K -270 -8%
CFA
1100
Cahill Financial Advisors
Minnesota
$1.41M -$374K -826 -21%
42 43
44
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