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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 %
AIP
1626
Almanack Investment Partners
Pennsylvania
$506K -$49K -108 -9%
ABC
1627
Associated Banc-Corp
Wisconsin
$504K – – –
CIM
1628
Chapman Investment Management
California
$504K – – –
FMP
1629
Financial Management Professionals
Texas
$504K +$43.1K +95 +9%
FMLI
1630
Fukoku Mutual Life Insurance
Japan
$503K – – –
LC
1631
Lindbrook Capital
California
$502K +$105K +232 +26%
TAM
1632
Tucker Asset Management
Colorado
$502K -$42.2K -93 -8%
EGWAG
1633
Elwood & Goetz Wealth Advisory Group
Georgia
$500K +$7.71K +17 +2%
QCIG
1634
Quad-Cities Investment Group
Iowa
$500K -$2.75K -6 -0.5%
RWPA
1635
Richard W. Paul & Associates
Michigan
$500K +$3.17K +7 +0.6%
CB
1636
Centennial Bank
Arkansas
$499K +$38.1K +84 +8%
GWCM
1637
Godshalk Welsh Capital Management
Pennsylvania
$499K -$79.3K -175 -14%
PCA
1638
Prosperity Capital Advisors
Ohio
$498K -$18.6K -41 -4%
PMSA
1639
Patrick M. Sweeney & Associates
Illinois
$498K +$498K +1,099 New
EWM
1640
Evermay Wealth Management
Virginia
$497K +$262K +577 +111%
SIC
1641
Sterling Investment Counsel
New York
$495K – – –
CWP
1642
CFM Wealth Partners
Texas
$494K – – –
BFIM
1643
Beese Fulmer Investment Management
Ohio
$494K – – –
MA
1644
MCF Advisors
Kentucky
$490K +$1.81K +4 +0.4%
RFA
1645
Register Financial Advisors
Georgia
$489K +$453 +1 +0.1%
AWAP
1646
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$489K -$13.1K -29 -3%
BWG
1647
Berry Wealth Group
Texas
$488K +$488K +1,077 New
KWM
1648
Kolinsky Wealth Management
New Jersey
$487K +$4.99K +11 +1%
AG
1649
Algert Global
California
$487K +$487K +1,074 New
WF
1650
Wayfinding Financial
Washington
$485K -$28.5K -63 -6%
64 65
66
67 68