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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.

Holders
2,430
Holders Change
+176
Holders Change %
+7.81%
% of All Funds
35.64%
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
1
Morgan Stanley
New York
$4.72B
2
BlackRock
2
BlackRock
New York
$8.23B
3
Deutsche Bank
3
Deutsche Bank
Germany
$383M
4
Franklin Resources
4
Franklin Resources
California
$1.17B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$355M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$333M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.97B
3
Capital World Investors
3
Capital World Investors
California
$2.28B
4
CWP
4
Capital Wealth Planning
Florida
$605K
5
State Street
5
State Street
Massachusetts
$16.8B
Name Market Value Shares Shares
Change 		Shares
Change %
GCIM
151
Gunn & Company Investment Management
Florida
$36.4M 80,329 +75,161 +1,454%
MAM
152
Martingale Asset Management
Massachusetts
$34.7M 76,582 -2,951 -4%
BFM
153
Boston Financial Management
Massachusetts
$34.6M 76,424 -1,828 -2%
BF
154
BOK Financial
Oklahoma
$34.5M 76,110 -4,702 -6%
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$34M 75,059 -19,659 -21%
Acadian Asset Management
156
Acadian Asset Management
Massachusetts
$33.9M 74,768 -15,458 -17%
State of Tennessee, Department of Treasury
157
State of Tennessee, Department of Treasury
Tennessee
$33.6M 74,209 +12,650 +21%
OWP
158
Obermeyer Wealth Partners
Colorado
$33.5M 73,835 -2,226 -3%
MWM
159
Moran Wealth Management
Florida
$33.4M 73,608 -1,665 -2%
TAM
160
Tocqueville Asset Management
New York
$32.4M 71,551 -724 -1%
CLGM
161
Capitolis Liquid Global Markets
New York
$32.2M 71,000 +71,000 New
Walleye Trading
162
Walleye Trading
New York
$32.2M 70,996 +7,335 +12%
USAA
163
United Services Automobile Association
Texas
$32.1M 70,825 -5,144 -7%
CI
164
Conning Inc
Connecticut
$32.1M 70,883 -5,582 -7%
Comerica Bank
165
Comerica Bank
Texas
$31.7M 69,873 -168 -0.2%
PNC
166
Park National Corp
Ohio
$31.5M 69,517 +17,835 +35%
ACM
167
Advisors Capital Management
New Jersey
$31.4M 69,239 +3,865 +6%
AP
168
Atwood & Palmer
Missouri
$30.8M 68,027 -1,000 -1%
PHAM
169
Pacific Heights Asset Management
California
$30.8M 68,000 – –
BPA
170
Beacon Pointe Advisors
California
$30.3M 66,936 +2,274 +4%
SOMRS
171
State of Michigan Retirement System
Michigan
$30.2M 66,718 -700 -1%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$30M 66,113 -5,068 -7%
Canada Life
173
Canada Life
Manitoba, Canada
$29.7M 65,778 +1,770 +3%
CM
174
Cercano Management
Washington
$29.5M 64,985 +64,985 New
FHA
175
First Horizon Advisors
Tennessee
$29.4M 64,946 -76 -0.1%
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