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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 %
HFS
1701
HBC Financial Services
Washington
$453K – – –
AP
1702
Advisors Preferred
Maryland
$452K -$213K -468 -32%
FNBSF
1703
First National Bank Sioux Falls
South Dakota
$450K -$169K -372 -27%
UF
1704
Univest Financial
Pennsylvania
$450K +$18.6K +41 +4%
DWM
1705
Dechtman Wealth Management
Colorado
$450K -$56.6K -125 -11%
FAM
1706
Formidable Asset Management
Ohio
$450K – – –
GWMR
1707
GC Wealth Management RIA
Massachusetts
$449K +$449K +990 New
PWM
1708
Prentice Wealth Management
New York
$448K +$5.44K +12 +1%
IUHSA
1709
Itau Unibanco Holding S.A.
Brazil
$447K +$416K +921 +1,335%
WDC
1710
Woodward Diversified Capital
California
$446K -$9.52K -21 -2%
EFG
1711
Everhart Financial Group
Ohio
$446K +$38.5K +85 +9%
NCM
1712
NCM Capital Management
New Jersey
$445K +$2.27K +5 +0.5%
PCMF
1713
Private Capital Management (Florida)
Florida
$444K – – –
MJRIC
1714
Mogy Joel R Investment Counsel
California
$443K -$10.4K -23 -2%
MUMSS
1715
Mitsubishi UFJ Morgan Stanley Securities
Japan
$441K +$441K +972 New
CAL
1716
Capital Advisors Ltd
Ohio
$439K +$22.6K +50 +5%
MI
1717
Motiv8 Investments
Florida
$436K +$436K +963 New
MTWM
1718
Masso Torrence Wealth Management
New Jersey
$436K +$92.5K +204 +27%
EA
1719
Everpar Advisors
Oklahoma
$436K +$436K +961 New
WEG
1720
World Equity Group
Illinois
$435K +$10.9K +24 +3%
AT
1721
Arden Trust
Delaware
$435K -$97K -214 -18%
I2I
1722
Insight 2811 Inc
Illinois
$435K -$25.4K -56 -6%
MPI
1723
Mairs & Power Inc
Minnesota
$434K -$31.7K -70 -7%
FDS
1724
Freedom Day Solutions
Texas
$433K -$24.9K -55 -5%
CTFG
1725
Capstone Triton Financial Group
Oklahoma
$433K +$18.6K +41 +4%
67 68
69
70 71