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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 %
SSWM
1276
Strait & Sound Wealth Management
California
$959K +$4.57K +10 +0.5%
PWP
1277
Precedent Wealth Partners
Texas
$956K +$956K +2,109 New
CCC
1278
Chelsea Counsel Company
California
$955K – – –
SF
1279
Symphony Financial
Texas
$951K -$161K -351 -14%
VCP
1280
Verus Capital Partners
Arizona
$951K +$48.1K +106 +5%
CA
1281
Cornerstone Advisory
Maryland
$949K +$58K +128 +7%
MCIA
1282
Mountain Capital Investment Advisors
Colorado
$948K -$39.4K -86 -4%
CIC
1283
Crawford Investment Counsel
Georgia
$946K – – –
NFA
1284
Northern Financial Advisors
Michigan
$945K +$30.4K +67 +3%
WF
1285
Williams Financial
Vermont
$945K – – –
SP
1286
Symmetry Partners
Connecticut
$944K -$201K -446 -18%
GCM
1287
Gables Capital Management
Florida
$943K – – –
SFI
1288
SPC Financial Inc
Maryland
$937K +$73K +161 +8%
FAN
1289
Financial Advisors Network
California
$937K +$163K +360 +21%
WC
1290
Wynn Capital
Georgia
$931K +$931K +2,054 New
QWP
1291
Quotient Wealth Partners
Texas
$930K +$930K +2,053 New
MCM
1292
Monument Capital Management
Virginia
$927K -$27.2K -60 -3%
LSPW
1293
Lake Street Private Wealth
Illinois
$925K -$344K -760 -27%
BPCE
1294
Bank Pictet & Cie (Europe)
Germany
$924K +$426K +939 +85%
USB
1295
Union Savings Bank
Connecticut
$923K -$88.4K -195 -9%
SA
1296
Strategic Advisors
New York
$922K -$7.71K -17 -0.8%
DSC
1297
Duncker Streett & Co
Missouri
$912K – – –
LIM
1298
Longfellow Investment Management
Massachusetts
$912K – – –
HAIM
1299
Hunter Associates Investment Management
Pennsylvania
$912K +$11.3K +25 +1%
HVIA
1300
Hudson Valley Investment Advisors
New York
$912K -$103K -224 -10%
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