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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 %
NFG
1101
Nations Financial Group
Iowa
$1.41M -$62.1K -137 -4%
IF
1102
Intrua Financial
Texas
$1.4M -$4.53K -10 -0.3%
AAM
1103
Augustine Asset Management
Florida
$1.39M – – –
AFC
1104
AFT Forsyth & Company
Florida
$1.38M +$11.3K +25 +0.8%
PCP
1105
Proficio Capital Partners
Massachusetts
$1.38M +$15.4K +34 +1%
ERIC
1106
Eagle Rock Investment Company
Georgia
$1.38M +$2.72K +6 +0.2%
RFM
1107
Royal Fund Management
Florida
$1.38M +$42.3K +93 +3%
SFS
1108
Stiles Financial Services
Minnesota
$1.38M +$414K +911 +43%
CWA
1109
Clearview Wealth Advisors
Oregon
$1.37M +$9.07K +20 +0.7%
CRWM
1110
Castle Rock Wealth Management
California
$1.37M +$20.5K +45 +2%
IAIM
1111
International Assets Investment Management
Florida
$1.36M -$4.45M -9,813 -77%
FNBTCON
1112
First National Bank & Trust Co of Newtown
Pennsylvania
$1.36M – – –
MMG
1113
Monetary Management Group
Missouri
$1.36M +$648K +1,430 +92%
CIC
1114
Chase Investment Counsel
Virginia
$1.36M -$100K -221 -7%
CNFG
1115
Creegan & Nassoura Financial Group
New Hampshire
$1.35M – – –
CFA
1116
CWS Financial Advisors
Michigan
$1.35M -$97K -214 -7%
PL
1117
Perpetual Ltd
Australia
$1.35M – – –
QWM
1118
Quadcap Wealth Management
Texas
$1.35M +$1.35M +2,975 New
IMA
1119
Investment Management Associates
Colorado
$1.35M -$80.7K -178 -6%
BCM
1120
BluePath Capital Management
Georgia
$1.35M +$84.2K +185 +7%
CAM
1121
Covenant Asset Management
New Jersey
$1.34M +$34.4K +76 +3%
TA
1122
TFG Advisers
Michigan
$1.34M -$6.8K -15 -0.5%
GAMC
1123
Garner Asset Management Corp
Texas
$1.34M +$30.7K +72 +2%
RPCONE
1124
Retirement Planning Company of New England
Rhode Island
$1.32M +$13.1K +29 +1%
FFA
1125
Farther Finance Advisors
California
$1.32M +$944K +2,083 +249%
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