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 %
VI
1776
Versor Investments
New York
$404K -$1.07M -2,365 -73%
C
1777
Certuity
Florida
$404K +$93.4K +206 +30%
TI
1778
Truepoint Inc
Ohio
$403K -$132K -292 -25%
OCG
1779
Opus Capital Group
Ohio
$403K -$2.26K -5 -0.6%
NRC
1780
New Republic Capital
North Carolina
$403K +$58.5K +129 +17%
CWM
1781
Calamos Wealth Management
Illinois
$403K -$1.81K -4 -0.4%
PBK
1782
Peoples Bank (Kansas)
Kansas
$402K -$22.7K -50 -5%
KP
1783
Keel Point
Alabama
$402K +$99.3K +219 +33%
WA
1784
WealthTrust Axiom
Pennsylvania
$402K – – –
SIC
1785
Sigma Investment Counselors
Michigan
$401K -$19.5K -43 -5%
SRIM
1786
Saratoga Research & Investment Management
California
$399K -$1.36K -3 -0.3%
AWA
1787
Aletheian Wealth Advisors
Washington
$398K -$4.08K -9 -1%
SRC
1788
Shufro Rose & Co
New York
$398K – – –
BPWM
1789
Badgley Phelps Wealth Managers
Washington
$397K +$68K +150 +21%
1WM
1790
1900 Wealth Management
Texas
$397K +$5.44K +12 +1%
IP
1791
Ignite Planners
California
$396K -$43.8K -96 -10%
OC
1792
Opinicus Capital
Florida
$396K +$396K +874 New
BDA
1793
Borer Denton & Associates
Pennsylvania
$396K -$56.7K -125 -13%
SOW
1794
State of Wyoming
Wyoming
$396K +$43.5K +96 +12%
ITIM
1795
Indiana Trust & Investment Management
Indiana
$395K -$82.5K -182 -17%
NB
1796
Nicolet Bankshares
Wisconsin
$394K -$12.7K -28 -3%
HCM
1797
Hodges Capital Management
Texas
$394K -$14.9K -33 -4%
HG
1798
Harbor Group
New Hampshire
$393K +$453 +1 +0.1%
EI
1799
EDMP Inc
Florida
$392K -$32.6K -72 -8%
GBT
1800
Grove Bank & Trust
Florida
$392K -$40.3K -89 -9%
70 71
72
73 74