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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 %
CT
1426
Columbia Trust
Oregon
$744K +$7.25K +16 +1%
FTWA
1427
Fifth Third Wealth Advisors
Ohio
$742K -$67.1K -148 -8%
EFG
1428
Ethos Financial Group
Pennsylvania
$741K -$156K -343 -17%
VCM
1429
Virtue Capital Management
Tennessee
$741K -$171K -376 -19%
WBG
1430
Wharton Business Group
Pennsylvania
$734K – – –
DCM
1431
Davis Capital Management
Florida
$727K +$727K +1,603 New
TAM
1432
Titleist Asset Management
Texas
$726K -$149K -328 -17%
HGA
1433
Hobbs Group Advisors
South Carolina
$725K +$725K +1,601 New
WDG
1434
Wealth Dimensions Group
Ohio
$724K -$4.08K -9 -0.6%
IWM
1435
Integris Wealth Management
California
$724K +$724K +1,597 New
BCM
1436
BlueCrest Capital Management
Jersey
$724K +$724K +1,597 New
FCP
1437
Fidelis Capital Partners
Florida
$724K +$260K +574 +56%
GLA
1438
Good Life Advisors
Pennsylvania
$723K +$21.8K +48 +3%
BFW
1439
Brady Family Wealth
Missouri
$723K -$28.1K -62 -4%
RB
1440
Rodgers Brothers
Pennsylvania
$720K +$34K +75 +5%
FWM
1441
Finer Wealth Management
Massachusetts
$720K +$267K +588 +59%
MSCM
1442
McElhenny Sheffield Capital Management
Texas
$719K +$453 +1 +0.1%
CC
1443
Chicago Capital
Illinois
$719K -$4.08K -9 -0.6%
WKSWA
1444
White Knight Strategic Wealth Advisors
New Jersey
$712K +$4.53K +10 +0.6%
ZIG
1445
Zullo Investment Group
Pennsylvania
$707K +$32.2K +71 +5%
FMII
1446
Farmers & Merchants Investments Inc
Nebraska
$706K -$4.53K -10 -0.6%
WF
1447
Warner Financial
Maryland
$705K +$3.63K +8 +0.5%
LWAM
1448
Legacy Wealth Asset Management
Minnesota
$705K +$453 +1 +0.1%
MC
1449
Machina Capital
France
$704K -$683K -1,507 -49%
CPIG
1450
Chicago Partners Investment Group
Illinois
$702K +$11.7K +27 +2%
56 57
58
59 60