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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 %
PWW
1476
Pettyjohn Wood & White
Virginia
$661K +$6.8K +15 +1%
RA
1477
RiverPark Advisors
New York
$661K +$229K +505 +53%
WPW
1478
Waldron Private Wealth
Pennsylvania
$659K +$19.9K +44 +3%
WP
1479
Waycross Partners
Kentucky
$657K – – –
TT
1480
TI-Trust
Illinois
$657K – – –
PWG
1481
Portside Wealth Group
Utah
$655K -$48.5K -107 -7%
AWA
1482
Aaron Wealth Advisors
Illinois
$655K +$32.2K +71 +5%
SFG
1483
Sterling Financial Group
California
$654K – – –
RFA
1484
Resurgent Financial Advisors
Georgia
$652K -$41.7K -92 -6%
CS
1485
Capital Square
Tennessee
$652K – – –
AC
1486
Abbrea Capital
California
$649K +$15.9K +35 +3%
WA
1487
Waverly Advisors
Alabama
$648K +$115K +254 +22%
CFG
1488
Carr Financial Group
Massachusetts
$647K – – –
JSL
1489
JT Stratford LLC
Georgia
$647K -$14.5K -32 -2%
FDCP
1490
Foster Dykema Cabot & Partners
Massachusetts
$646K +$646K +1,425 New
NL
1491
NWAM LLC
Washington
$646K +$42.6K +94 +7%
PWPS
1492
Pinnacle Wealth Planning Services
Ohio
$645K -$2.72K -6 -0.4%
MYIA
1493
Mount Yale Investment Advisors
Colorado
$644K +$3.17K +7 +0.5%
NWM
1494
Northcape Wealth Management
New York
$643K -$9.97K -22 -2%
CCG
1495
Chatham Capital Group
Georgia
$636K – – –
SGK
1496
Steigerwald Gordon & Koch
Virginia
$635K +$5.89K +13 +0.9%
CCG
1497
Ceeto Capital Group
Florida
$635K – – –
TWM
1498
Trueblood Wealth Management
Ohio
$633K +$633K +1,396 New
PCM
1499
Prelude Capital Management
New York
$630K -$3.41M -7,517 -84%
OR
1500
Olympiad Research
Connecticut
$630K -$85.7K -189 -12%
58 59
60
61 62