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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 %
AI
1576
Atom Investors
Texas
$551K -$4.08K -9 -0.7%
CIA
1577
Compass Ion Advisors
Pennsylvania
$551K +$46.2K +102 +9%
SIG
1578
Sargent Investment Group
Maryland
$550K +$4.99K +11 +0.9%
WH
1579
Willner & Heller
California
$548K +$548K +1,208 New
KA
1580
Kozak & Associates
Colorado
$547K -$1.83K -4 -0.3%
HAFS
1581
Hapanowicz & Associates Financial Services
Pennsylvania
$547K – – –
HCM
1582
Harvey Capital Management
Florida
$544K – – –
VCAM
1583
Van Cleef Asset Management
Ohio
$544K +$90.6K +200 +20%
PCA
1584
Pallas Capital Advisors
Massachusetts
$544K -$50.3K -111 -8%
GAM
1585
Grandview Asset Management
Pennsylvania
$543K -$15.4K -34 -3%
VWM
1586
Vivid Wealth Management
Iowa
$543K +$543K +1,198 New
LSA
1587
Lion Street Advisors
Texas
$542K +$904 +2 +0.2%
SPA
1588
Sherbrooke Park Advisers
New York
$542K -$3.65M -8,055 -87%
RCM
1589
Riverpark Capital Management
New York
$542K +$227K +501 +72%
PG
1590
Prostatis Group
Maryland
$540K -$83.4K -184 -13%
MWAM
1591
Manhattan West Asset Management
California
$539K -$9.97K -22 -2%
BMCM
1592
Burns Matteson Capital Management
New York
$538K -$1.81K -4 -0.3%
MW
1593
Maia Wealth
Colorado
$538K +$538K +1,187 New
SWA
1594
SOA Wealth Advisors
New York
$538K – – –
LA
1595
Latitude Advisors
Florida
$537K +$43.5K +96 +9%
CAWM
1596
Capital Advisors Wealth Management
Washington
$536K -$18.1K -40 -3%
MC
1597
Matisse Capital
Oregon
$535K +$535K +1,180 New
BB
1598
Berkshire Bank
Massachusetts
$534K +$30.8K +68 +6%
FNA
1599
First National Advisers
Nebraska
$532K +$227K +501 +74%
LWL
1600
Leo Wealth LLC
Texas
$532K +$532K +1,211 New
62 63
64
65 66