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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 %
CCWM
1151
Cassaday & Co Wealth Management
Virginia
$1.25M +$4.08K +9 +0.3%
EM
1152
Excalibur Management
Massachusetts
$1.25M -$8.16K -18 -0.6%
CF
1153
Centaurus Financial
California
$1.25M -$41.3K -91 -3%
RCM
1154
Radnor Capital Management
Pennsylvania
$1.25M – – –
AFG
1155
Alterity Financial Group
Maine
$1.25M -$31.3K -69 -2%
SIAG
1156
Signet Investment Advisory Group
Rhode Island
$1.24M +$9.07K +20 +0.7%
FFS
1157
Founders Financial Securities
Maryland
$1.24M +$240K +529 +24%
S
1158
SimplyRich
California
$1.24M +$3.63K +8 +0.3%
PFSC
1159
Peoples Financial Services Corp
Pennsylvania
$1.24M +$19.9K +44 +2%
CA
1160
Callahan Advisors
Texas
$1.23M +$92.9K +205 +8%
MSFP
1161
Mark Sheptoff Financial Planning
Connecticut
$1.23M – – –
PA
1162
PFG Advisors
Arizona
$1.23M -$5.44K -12 -0.4%
GIA
1163
GHP Investment Advisors
Colorado
$1.23M +$373K +824 +44%
TC
1164
Telemus Capital
Michigan
$1.22M -$72.5K -160 -6%
MGIA
1165
Moneta Group Investment Advisors
Missouri
$1.22M +$86.1K +190 +8%
IFWM
1166
Institute for Wealth Management
Colorado
$1.22M -$56.2K -124 -4%
DFC
1167
DB Fitzpatrick & Co
Idaho
$1.22M +$167K +369 +16%
AA
1168
Argent Advisors
Louisiana
$1.22M -$12.7K -28 -1%
CastleKeep Investment Advisors
1169
CastleKeep Investment Advisors
Connecticut
$1.22M +$1.22M +2,688 New
PWSG
1170
Pacific Wealth Strategies Group
California
$1.22M -$15K -33 -1%
CC
1171
Cornerstone Capital
California
$1.21M +$358K +790 +42%
LIG
1172
Lokken Investment Group
Delaware
$1.2M +$619K +1,366 +107%
PWM
1173
Purus Wealth Management
California
$1.19M +$5.44K +12 +0.5%
PG
1174
Patten Group
Tennessee
$1.19M +$39.9K +88 +3%
LFA
1175
Legacy Financial Advisors
Kentucky
$1.18M +$93.8K +207 +9%
45 46
47
48 49