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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 %
WS
1501
Wela Strategies
Georgia
$629K +$18.6K +41 +3%
IF
1502
Ironwood Financial
Arizona
$629K -$10.4K -23 -2%
CIA
1503
Cohen Investment Advisors
New Hampshire
$623K -$44K -97 -7%
AI
1504
AXS Investments
New York
$622K +$541K +1,193 +663%
CBNLCF
1505
Cognios Beta Neutral Large Cap Fund
Kansas
$622K -$73.4K -162 -11%
BEI
1506
Benjamin Edwards Inc
Missouri
$621K -$19.9K -44 -3%
AT
1507
American Trust
Kentucky
$621K -$50.3K -111 -7%
CFCI
1508
Comprehensive Financial Consultants Institutional
Indiana
$621K +$453 +1 +0.1%
BA
1509
Bristlecone Advisors
Washington
$619K -$27.2K -60 -4%
BSB
1510
Bangor Savings Bank
Maine
$619K -$887K -1,957 -59%
CGA
1511
Crescent Grove Advisors
Illinois
$619K -$97.9K -216 -14%
PWM
1512
Paulson Wealth Management
Illinois
$618K +$1.81K +4 +0.3%
MPAM
1513
Murphy Pohlad Asset Management
Minnesota
$617K -$31.7K -70 -5%
BFA
1514
Beaumont Financial Advisors
Massachusetts
$617K +$116K +255 +23%
GWM
1515
GDS Wealth Management
Texas
$615K -$66.6K -147 -10%
BWM
1516
BCS Wealth Management
Tennessee
$615K – – –
AIC
1517
Argus Investors Counsel
New York
$613K -$9.97K -22 -2%
GIBU
1518
Gulf International Bank (UK)
United Kingdom
$612K -$221K -488 -27%
FCFC
1519
First Commonwealth Financial Corp
Pennsylvania
$610K +$39K +86 +7%
WKWM
1520
Walter & Keenan Wealth Management
Indiana
$610K +$50.8K +112 +9%
FVWA
1521
Foster Victor Wealth Advisors
South Carolina
$609K -$2.75K -6 -0.4%
PP
1522
PDS Planning
Ohio
$608K +$1.81K +4 +0.3%
CWM
1523
Castle Wealth Management
Florida
$608K +$95.2K +210 +19%
TSWM
1524
Triangle Securities Wealth Management
North Carolina
$606K -$4.53K -10 -0.7%
CWP
1525
Capital Wealth Planning
Florida
$605K -$200M -440,742 -100%
59 60
61
62 63