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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 %
HAG
1451
HF Advisory Group
Maryland
$701K +$143K +316 +26%
OWA
1452
Octavia Wealth Advisors
Ohio
$701K +$76.2K +168 +12%
BFA
1453
Buttonwood Financial Advisors
Maryland
$697K -$25.4K -56 -4%
LWM
1454
Liberty Wealth Management
California
$696K +$29K +64 +4%
NRD
1455
Nebula Research & Development
New York
$694K +$694K +1,532 New
GI
1456
GAMMA Investing
California
$689K +$689K +1,605 New
CFO
1457
CVA Family Office
Colorado
$689K +$37.2K +82 +6%
CC
1458
Cadinha & Co
Hawaii
$688K -$97.4K -215 -12%
FFG
1459
Fortem Financial Group
California
$687K +$221K +487 +47%
BWP
1460
Barlow Wealth Partners
Kentucky
$683K +$683K +1,508 New
SFI
1461
Siemens Fonds Invest
Germany
$683K +$249K +549 +57%
SA
1462
SL Advisors
New Jersey
$682K -$20.4K -45 -3%
AAP
1463
Aristotle Atlantic Partners
Florida
$680K – – –
AAM
1464
Auxier Asset Management
Oregon
$679K -$11.3K -25 -2%
TLCM
1465
Twin Lakes Capital Management
California
$679K – – –
SWM
1466
Shelton Wealth Management
Texas
$677K +$273K +603 +68%
WMA
1467
Wealth Management Associates
New Jersey
$676K -$132K -291 -16%
TCA
1468
Transcend Capital Advisors
New Jersey
$675K +$49K +108 +8%
WA
1469
WBH Advisory
Maryland
$673K -$7.71K -17 -1%
SWIG
1470
Strategic Wealth Investment Group
Kentucky
$673K -$417K -921 -38%
CT
1471
Cambridge Trust
Massachusetts
$672K -$19K -42 -3%
PCG
1472
Prosperity Consulting Group
Maryland
$670K +$252K +557 +60%
Financial Engines Advisors
1473
Financial Engines Advisors
California
$670K +$160K +352 +31%
PPW
1474
Parcion Private Wealth
Washington
$670K +$227K +500 +51%
LCWP
1475
Legacy Capital Wealth Partners
Arkansas
$670K +$16.8K +37 +3%
57 58
59
60 61