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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 %
JIC
1651
Joel Isaacson & Co
New York
$485K – – –
BFG
1652
Bouchey Financial Group
New York
$484K -$9.98K -22 -2%
PGIM
1653
Pacific Global Investment Management
California
$482K -$453 -1 -0.1%
SFFS
1654
Stonehage Fleming Financial Services
Jersey
$480K – – –
OA
1655
Oracle Alpha
Ontario, Canada
$480K +$480K +1,058 New
CPA
1656
Cardiff Park Advisors
California
$476K -$9.52K -21 -2%
AMCA
1657
Arthur M. Cohen & Associates
Illinois
$476K +$44K +97 +10%
MWM
1658
MGB Wealth Management
Texas
$476K +$476K +1,050 New
NAS
1659
Nicolet Advisory Services
Wisconsin
$476K +$2.28K +5 +0.5%
FCA
1660
Fortis Capital Advisors
Kansas
$475K +$139K +307 +41%
KV
1661
Kickstand Ventures
New York
$472K +$1.36K +3 +0.3%
FPCP
1662
Fort Point Capital Partners
California
$472K +$13.1K +29 +3%
CWS
1663
Confluence Wealth Services
Pennsylvania
$471K -$3.17K -7 -0.7%
WCM
1664
Whitener Capital Management
North Carolina
$468K +$149K +328 +47%
TBNY
1665
Trustco Bank (New York)
New York
$468K – – –
SWM
1666
SFG Wealth Management
Maryland
$467K +$453 +1 +0.1%
BIA
1667
Benchmark Investment Advisors
Illinois
$467K -$319K -703 -41%
AGP
1668
Autumn Glory Partners
Texas
$467K – – –
Massachusetts Financial Services
1669
Massachusetts Financial Services
Massachusetts
$467K – – –
MWA
1670
Midland Wealth Advisors
Illinois
$466K +$466K +1,029 New
HPIA
1671
Hamilton Point Investment Advisors
North Carolina
$465K +$465K +1,027 New
JWS
1672
Juncture Wealth Strategies
Arizona
$465K +$465K +1,027 New
GWM
1673
Greenhouse Wealth Management
Connecticut
$464K – – –
DWA
1674
Douglass Winthrop Advisors
New York
$464K -$113K -250 -20%
FAG
1675
Fortitude Advisory Group
Washington
$463K -$3.17K -7 -0.7%
65 66
67
68 69