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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 %
Allianz Asset Management
1126
Allianz Asset Management
Germany
$1.32M -$6.05M -13,339 -82%
KA
1127
Kovack Advisors
Florida
$1.32M +$133K +294 +11%
DJSG
1128
D.J. St. Germain
Massachusetts
$1.31M +$29K +64 +2%
9WM
1129
9258 Wealth Management
Ohio
$1.31M -$53.9K -119 -4%
MWA
1130
Moser Wealth Advisors
Washington
$1.31M +$10.4K +23 +0.8%
MWA
1131
Meridian Wealth Advisors
Texas
$1.31M -$32.6K -72 -2%
QT
1132
Quantbot Technologies
New York
$1.31M -$5.6M -12,358 -81%
TWA
1133
TCI Wealth Advisors
Arizona
$1.3M +$503K +1,110 +63%
CFG
1134
Cooper Financial Group
California
$1.3M +$82.5K +182 +7%
IPW
1135
Inlet Private Wealth
Florida
$1.3M -$81.6K -180 -6%
RFA
1136
ROI Financial Advisors
Oregon
$1.29M +$1.29M +2,850 New
WANY
1137
Wealthspire Advisors (New York)
New York
$1.29M +$186K +411 +17%
Vontobel Holding
1138
Vontobel Holding
Switzerland
$1.29M -$246K -543 -16%
CPIA
1139
Cornell Pochily Investment Advisors
New York
$1.29M -$58.9K -130 -4%
D
1140
Diversified
Delaware
$1.28M -$118K -260 -8%
BAM
1141
Beaumont Asset Management
Texas
$1.27M +$56.2K +124 +5%
BCFD
1142
Boit C.F. David
$1.27M – – –
CB
1143
Cadence Bank
Mississippi
$1.27M -$33.5K -74 -3%
LC
1144
LCNB Corp
Ohio
$1.26M – – –
RGC
1145
Roberts, Glore & Co
Illinois
$1.26M +$2.72K +6 +0.2%
VBCG
1146
Valley Brook Capital Group
Pennsylvania
$1.25M +$4.53K +10 +0.4%
ESB
1147
Essex Savings Bank
Connecticut
$1.25M +$304K +671 +32%
P
1148
Pitcairn
Pennsylvania
$1.25M +$300K +662 +32%
RIA
1149
Realta Investment Advisors
Delaware
$1.25M -$55.8K -123 -4%
NHC
1150
Nicholas Hoffman & Company
Georgia
$1.25M +$51.2K +113 +4%
44 45
46
47 48