LMT icon

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 %
KIA
1676
KLR Investment Advisors
Rhode Island
$462K -$21.3K -47 -4%
CPG
1677
Cornerstone Planning Group
New Jersey
$461K -$6.35K -14 -1%
ABLA
1678
Alan B. Lancz & Associates
Ohio
$460K -$31.7K -70 -6%
RTC
1679
Riverview Trust Company
Washington
$459K +$21.3K +47 +5%
JSC
1680
Jackson Square Capital
California
$458K – – –
SMH
1681
Sanders Morris Harris
Texas
$457K -$391K -854 -46%
BA
1682
Ballast Advisors
Minnesota
$457K -$2.27K -5 -0.5%
FFO
1683
Fortitude Family Office
Arizona
$457K +$457K +1,009 New
O3W
1684
Omni 360 Wealth
New Jersey
$457K +$457K +1,009 New
SR
1685
Syntax Research
Florida
$457K +$12.2K +27 +3%
LG
1686
LaFleur & Godfrey
Michigan
$457K -$15.4K -34 -3%
HIM
1687
Hanlon Investment Management
New Jersey
$456K +$32.2K +71 +8%
BC
1688
Barrett & Company
Rhode Island
$456K -$210K -464 -32%
FMWA
1689
Forvis Mazars Wealth Advisors
Missouri
$455K +$33.6K +74 +8%
MM
1690
Meridian Management
Arkansas
$455K +$1.71K +4 +0.4%
KA
1691
KLCM Advisors
Wisconsin
$455K -$66.7K -147 -13%
FC
1692
Forte Capital
New York
$455K – – –
MF
1693
Meridian Financial
Massachusetts
$454K +$31.7K +70 +8%
T
1694
TrueFG
Texas
$454K +$453 +1 +0.1%
IA
1695
Inspire Advisors
Idaho
$453K +$2.27K +5 +0.5%
AF
1696
Affiance Financial
Minnesota
$453K – – –
HC
1697
Hourglass Capital
Texas
$453K – – –
VFPI
1698
Vantage Financial Partners (Illinois)
Illinois
$453K +$49.9K +110 +12%
WIA
1699
World Investment Advisors
California
$453K +$228K +502 +101%
CL
1700
CSS LLC
Illinois
$453K +$453K +1,000 New
66 67
68
69 70