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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 %
RMF
1526
Red Mountain Financial
Colorado
$604K +$604K +1,333 New
SAM
1527
Secure Asset Management
Michigan
$603K +$5.44K +12 +0.9%
AWG
1528
Altus Wealth Group
Colorado
$602K +$64.4K +142 +12%
SMC
1529
Smith, Moore & Co
Missouri
$601K +$20.4K +45 +4%
PHK
1530
Point72 Hong Kong
Hong Kong
$600K +$600K +1,324 New
RIM
1531
RW Investment Management
Idaho
$600K -$17.7K -39 -3%
MFC
1532
Mechanics Financial Corp
Ohio
$597K +$37.6K +83 +7%
TFA
1533
Toth Financial Advisory
Virginia
$597K – – –
UWS
1534
Unique Wealth Strategies
Illinois
$596K +$596K +1,315 New
PWAM
1535
Pinnacle West Asset Management
Wyoming
$596K +$31.7K +70 +6%
KFA
1536
Kapstone Financial Advisors
Ohio
$594K -$17.2K -40 -3%
SW
1537
Simplicity Wealth
New Jersey
$594K +$594K +1,311 New
MCA
1538
MSH Capital Advisors
Arizona
$593K -$11.8K -26 -2%
SAM
1539
SignalPoint Asset Management
Missouri
$593K – – –
WC
1540
Waterloo Capital
Texas
$593K +$593K +1,308 New
GPA
1541
Garrison Point Advisors
California
$591K -$6.8K -15 -1%
SCM
1542
Schnieders Capital Management
California
$590K -$208K -460 -26%
ECAM
1543
East Coast Asset Management
Massachusetts
$588K -$45.3K -100 -7%
SI
1544
Symmetry Investments
Jersey
$588K +$588K +1,297 New
CF
1545
Cantor Fitzgerald
New York
$587K -$10.5M -23,267 -95%
OFG
1546
Oxford Financial Group
Indiana
$585K – – –
NDSI
1547
Newman Dignan & Sheerar Inc
Rhode Island
$584K +$3.17K +7 +0.5%
MAC
1548
Mason & Associates (California)
California
$582K +$65.7K +145 +13%
MG
1549
Mather Group
Illinois
$581K +$129K +285 +29%
ERIM
1550
Eagle Ridge Investment Management
Connecticut
$581K – – –
60 61
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