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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 %
GHAM
1326
Gilman Hill Asset Management
Connecticut
$871K +$51.7K +114 +6%
PTB
1327
Pioneer Trust Bank
Oregon
$870K – – –
WQ
1328
Wealth Quarterback
New Jersey
$869K +$3.63K +8 +0.4%
CAAS
1329
Capital Asset Advisory Services
Michigan
$869K -$56.2K -124 -6%
MAM
1330
MWA Asset Management
Massachusetts
$868K +$53.5K +118 +7%
DMBA
1331
Deseret Mutual Benefit Administrators
Utah
$866K -$267K -589 -24%
PIA
1332
Pinion Investment Advisors
Kansas
$864K +$29.9K +66 +4%
FHWM
1333
Fox Hill Wealth Management
Massachusetts
$863K +$863K +1,905 New
QCG
1334
Quadrant Capital Group
Ohio
$862K +$33.1K +73 +4%
CTA
1335
Chesley Taft & Associates
Illinois
$862K -$129K -285 -13%
BA
1336
Birinyi Associates
Connecticut
$861K – – –
SSG
1337
Summit Securities Group
New York
$861K +$589K +1,300 +217%
PPC
1338
Park Place Capital
Alabama
$858K -$22.2K -49 -3%
BTWM
1339
Baker Tilly Wealth Management
Wisconsin
$856K -$31.3K -69 -4%
RA
1340
Rockingstone Advisors
Massachusetts
$855K -$71.6K -158 -8%
CMS
1341
Capital Market Strategies
Florida
$855K +$5.89K +13 +0.7%
PFGIA
1342
Patriot Financial Group Insurance Agency
Massachusetts
$853K -$22.2K -49 -3%
SCM
1343
SOL Capital Management
Maryland
$853K – – –
CGL
1344
Clarius Group LLC
Washington
$853K -$23.6K -52 -3%
SDAM
1345
Shulman DeMeo Asset Management
New York
$852K +$5.44K +12 +0.6%
TC
1346
Trust Company
Kansas
$850K -$90.6K -200 -10%
WPA
1347
West Paces Advisors
Georgia
$848K +$2.72K +6 +0.3%
GWM
1348
Geneos Wealth Management
Colorado
$848K -$1.49M -3,279 -64%
MCCA
1349
Mill Creek Capital Advisors
Pennsylvania
$848K +$64.8K +143 +8%
SFB
1350
STAR Financial Bank
Indiana
$847K -$10.4K -23 -1%
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