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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.

Holders
2,430
Holders Change
+176
Holders Change %
+7.81%
% of All Funds
35.64%
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
1
Morgan Stanley
New York
$4.72B
2
BlackRock
2
BlackRock
New York
$8.23B
3
Deutsche Bank
3
Deutsche Bank
Germany
$383M
4
Franklin Resources
4
Franklin Resources
California
$1.17B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$355M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$333M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.97B
3
Capital World Investors
3
Capital World Investors
California
$2.28B
4
CWP
4
Capital Wealth Planning
Florida
$605K
5
State Street
5
State Street
Massachusetts
$16.8B
Name Market Value Shares Shares
Change 		Shares
Change %
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$45.2M 99,201 -57,313 -37%
RCM
127
RNC Capital Management
California
$44.7M 98,670 -1,754 -2%
Nomura Asset Management
128
Nomura Asset Management
Japan
$44.6M 98,419 -1,825 -2%
Creative Planning
129
Creative Planning
Kansas
$44.2M 97,592 -20,969 -18%
SIG
130
Stonegate Investment Group
Alabama
$43.9M 96,888 +2,293 +2%
FFB
131
First Financial Bankshares
Texas
$43.9M 96,776 +96,776 New
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$43.8M 96,640 +656 +0.7%
TD Asset Management
133
TD Asset Management
Ontario, Canada
$43.2M 95,285 +5,156 +6%
CIA
134
Capital Investment Advisors
Georgia
$42M 92,725 +1,487 +2%
SIC
135
Schwartz Investment Counsel
Michigan
$40.8M 90,000 +6,100 +7%
Royal London Asset Management
136
Royal London Asset Management
United Kingdom
$40.7M 89,810 +2,632 +3%
Asset Management One
137
Asset Management One
Japan
$40.5M 89,802 -14,847 -14%
LCAM
138
London & Capital Asset Management
United Kingdom
$40.3M 88,949 -3,076 -3%
WIC
139
Willis Investment Counsel
Georgia
$40.1M 88,565 -350 -0.4%
CAI
140
Capital Advisors Inc
Oklahoma
$39.8M 87,859 -38 -0%
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$39.7M 87,698 +25,123 +40%
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$39.4M 86,870 -9,889 -10%
VDI
143
Vaughan David Investments
Illinois
$38.8M 85,559 +1,066 +1%
Jane Street
144
Jane Street
New York
$38.5M 84,962 +39,048 +85%
Mariner
145
Mariner
Kansas
$38.4M 84,804 +2,214 +3%
Natixis Advisors
146
Natixis Advisors
Massachusetts
$38.3M 84,417 +10,343 +14%
BAM
147
Berkshire Asset Management
Pennsylvania
$37.9M 83,569 -455 -0.5%
CAN
148
Cetera Advisor Networks
California
$37.4M 82,485 +4,189 +5%
Mackenzie Financial
149
Mackenzie Financial
Ontario, Canada
$37.2M 82,069 +12,280 +18%
CPSAC
150
Chas P. Smith & Associates (CPS)
Florida
$36.4M 80,329 +5,791 +8%
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