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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 %
PFBT
1351
Parkside Financial Bank & Trust
Missouri
$846K +$78K +172 +10%
PP
1352
Patron Partners
Texas
$845K +$20.8K +46 +3%
MFF
1353
Mango Five Family
Nevada
$844K +$844K +1,863 New
NFC
1354
Northeast Financial Consultants
Connecticut
$842K -$766K -1,689 -48%
GCM
1355
Gallacher Capital Management
Colorado
$841K +$133K +294 +19%
WBC
1356
Westpac Banking Corp
Australia
$840K – – –
GA
1357
Geller Advisors
New York
$832K – – –
OIM
1358
Oder Investment Management
California
$829K – – –
SSA
1359
Schonfeld Strategic Advisors
New York
$827K +$223K +493 +37%
TFP
1360
Tilia Fiduciary Partners
North Carolina
$826K +$19K +42 +2%
FCM
1361
Fortis Capital Management
Washington
$825K +$23.6K +52 +3%
CAM
1362
Creekmur Asset Management
Illinois
$824K +$824K +1,818 New
AWM
1363
Accurate Wealth Management
Florida
$824K -$73.4K -162 -8%
CAM
1364
Carret Asset Management
New York
$823K +$63.9K +141 +8%
NFA
1365
Northwest Financial Advisors
Virginia
$821K +$821K +1,812 New
AFP
1366
Ausdal Financial Partners
Iowa
$819K +$453 +1 +0.1%
NERM
1367
New England Research & Management
Illinois
$818K +$113K +250 +16%
BIG
1368
Brooklyn Investment Group
New York
$817K +$817K +1,802 New
DAM
1369
Diamant Asset Management
Connecticut
$816K – – –
WHC
1370
Wulff, Hansen & Co
California
$816K – – –
MFS
1371
Monetta Financial Services
Illinois
$816K +$816K +1,800 New
XS
1372
XR Securities
Illinois
$815K -$231K -509 -22%
MFG
1373
MidWestOne Financial Group
Iowa
$815K – – –
MIC
1374
Means Investment Company
Maine
$815K -$1.81K -4 -0.2%
ANTB
1375
AMG National Trust Bank
Colorado
$814K -$6.35K -14 -0.8%
53 54
55
56 57