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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 %
CFM
1176
Crawford Fund Management
Massachusetts
$1.18M +$1.18M +2,600 New
VC
1177
Veracity Capital
Georgia
$1.17M -$50.3K -111 -4%
HR
1178
Howe & Rusling
New York
$1.17M +$22.7K +50 +2%
FWTB
1179
First Western Trust Bank
Colorado
$1.17M -$40.8K -90 -3%
VAS
1180
Vestmark Advisory Solutions
Massachusetts
$1.16M -$71.6K -158 -6%
SCA
1181
Sippican Capital Advisors
Massachusetts
$1.16M -$6.35K -14 -0.5%
FBC
1182
Fairfield, Bush & Co
Connecticut
$1.16M +$66.2K +146 +6%
FG
1183
Fiduciary Group
Georgia
$1.16M -$19K -42 -2%
BIM
1184
Baldwin Investment Management
Pennsylvania
$1.15M +$107K +235 +10%
ZF
1185
Zega Financial
Florida
$1.15M +$1.15M +2,528 New
OFA
1186
Oak Family Advisors
Illinois
$1.15M +$394K +870 +53%
NQWM
1187
Northwest Quadrant Wealth Management
Oregon
$1.14M +$5.89K +13 +0.5%
ICG
1188
InterOcean Capital Group
Tennessee
$1.14M -$668K -1,473 -37%
FHB
1189
First Hawaiian Bank
Hawaii
$1.14M -$35.4K -78 -3%
IIM
1190
Ipswich Investment Management
Massachusetts
$1.14M +$444K +980 +64%
WPC
1191
Wedmont Private Capital
Pennsylvania
$1.13M +$227K +495 +25%
JWM
1192
Jupiter Wealth Management
Colorado
$1.13M – – –
FSA
1193
Financial Security Advisor
Virginia
$1.13M +$29K +64 +3%
EIP
1194
Easterly Investment Partners
Massachusetts
$1.13M -$298K -658 -21%
CWA
1195
Clarus Wealth Advisors
Arizona
$1.13M +$1.13M +2,453 New
MFS
1196
Mirabella Financial Services
United Kingdom
$1.12M +$878K +1,937 +357%
DPIM
1197
Duff & Phelps Investment Management
Illinois
$1.12M – – –
RAM
1198
Redmond Asset Management
Virginia
$1.12M +$52.1K +115 +5%
GA
1199
GoalVest Advisory
New York
$1.12M +$146K +323 +15%
APA
1200
Astoria Portfolio Advisors
New York
$1.12M +$219K +514 +24%
46 47
48
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