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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 %
DP
1226
Dearborn Partners
Illinois
$1.05M -$317K -700 -23%
LIM
1227
Loudon Investment Management
New Hampshire
$1.05M – – –
CRC
1228
Curi RMB Capital
Illinois
$1.04M -$8.61K -19 -0.8%
MWC
1229
MBM Wealth Consultants
Missouri
$1.03M +$106K +248 +11%
TCM
1230
Tandem Capital Management
New Jersey
$1.03M -$121K -267 -11%
SC
1231
SouthState Corp
Florida
$1.03M -$13.6K -30 -1%
PP
1232
Patten & Patten
Tennessee
$1.03M – – –
GFP
1233
Gryphon Financial Partners
Ohio
$1.03M +$540K +1,209 +111%
DIA
1234
Dana Investment Advisors
Wisconsin
$1.03M +$65.3K +144 +7%
WSC
1235
Wellington Shields & Co
New York
$1.02M -$22.7K -50 -2%
MLA
1236
My Legacy Advisors
Oregon
$1.02M -$22.2K -49 -2%
DZ Bank
1237
DZ Bank
Germany
$1.02M +$478K +1,057 +88%
CCA
1238
Catalyst Capital Advisors
New York
$1.02M -$37.2K -82 -4%
TWD
1239
True Wealth Design
Ohio
$1.02M +$793K +1,750 +350%
Axa
1240
Axa
France
$1.02M +$128K +282 +14%
BLC
1241
Brown, Lisle/Cummings
Rhode Island
$1.02M +$465K +1,026 +84%
CFS
1242
CRA Financial Services
New Jersey
$1.02M +$2.27K +5 +0.2%
GL
1243
Graypoint LLC
New York
$1.02M +$119K +262 +13%
B
1244
Birchbrook
Maine
$1.01M +$1.01M +2,239 New
SB
1245
Strategic Blueprint
Georgia
$1.01M -$160K -354 -14%
MP
1246
McDonald Partners
Ohio
$1.01M +$94.3K +208 +10%
APW
1247
Acima Private Wealth
Virginia
$1.01M – – –
AIM
1248
Aspen Investment Management
Michigan
$1.01M -$24.9K -55 -2%
RL
1249
Rogco LP
Oklahoma
$1.01M -$3.63K -8 -0.4%
GWAG
1250
Garrett Wealth Advisory Group
Texas
$1.01M +$2.27K +5 +0.2%
48 49
50
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