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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 %
DWM
1551
Darwin Wealth Management
Florida
$581K -$906 -2 -0.2%
GC
1552
Gilbert & Cook
Iowa
$579K +$906 +2 +0.2%
WIM
1553
Westside Investment Management
California
$578K – – –
PDL
1554
Portfolio Design Labs
California
$578K +$578K +1,275 New
DCM
1555
Driehaus Capital Management
Illinois
$576K +$576K +1,271 New
DFA
1556
Delta Financial Advisors
Louisiana
$576K +$141K +310 +32%
TWM
1557
Tradition Wealth Management
Minnesota
$573K +$453 +1 +0.1%
HFM
1558
Hartford Funds Management
Pennsylvania
$573K +$182K +402 +47%
AWA
1559
Alta Wealth Advisors
Massachusetts
$572K -$30.4K -67 -5%
Connor, Clark & Lunn Investment Management (CC&L)
1560
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$571K +$571K +1,260 New
WFM
1561
Wolff Financial Management
Michigan
$571K – – –
CA
1562
Calton & Associates
Florida
$569K -$369K -813 -39%
GJIA
1563
Glass Jacobson Investment Advisors
Maryland
$567K -$27.2K -60 -5%
AWM
1564
Avior Wealth Management
Nebraska
$566K -$67.6K -149 -11%
AO
1565
Advisor OS
Illinois
$566K +$134K +296 +31%
KFGK
1566
Keystone Financial Group (Kentucky)
Kentucky
$566K -$61.6K -136 -10%
AssetMark Inc
1567
AssetMark Inc
California
$564K -$69.4K -153 -11%
I
1568
InceptionR
California
$562K -$625K -1,378 -53%
EWM
1569
Empirical Wealth Management
Washington
$561K -$8.16K -18 -1%
CA
1570
Cresta Advisors
Texas
$561K – – –
TNA
1571
True North Advisors
Texas
$561K -$45.3K -100 -7%
AAB
1572
ABN AMRO Bank
Netherlands
$560K – – –
PCG
1573
PFC Capital Group
California
$559K +$559K +1,235 New
FCA
1574
FLC Capital Advisors
California
$559K -$16.8K -37 -3%
TCWA
1575
Turtle Creek Wealth Advisors
Texas
$554K +$554K +1,223 New
61 62
63
64 65