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Lockheed Martin

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
Name Holding Trade Value Shares
Change
Shares
Change %
SSWM
1801
Sheets Smith Wealth Management
North Carolina
$392K +$9.07K +20 +2%
CPA
1802
Court Place Advisors
Maryland
$391K
MAG
1803
MRA Advisory Group
New Jersey
$390K -$977K -2,155 -71%
1IA
1804
1620 Investment Advisors
Massachusetts
$389K +$389K +859 New
KIG
1805
Kowal Investment Group
Wisconsin
$388K +$137K +302 +54%
PSCM
1806
Per Stirling Capital Management
Texas
$388K +$906 +2 +0.2%
IGWM
1807
ICA Group Wealth Management
Colorado
$388K +$64.3K +142 +20%
AWA
1808
Acorn Wealth Advisors
Michigan
$388K -$27.2K -60 -7%
AAMU
1809
AEGON Asset Management (UK)
United Kingdom
$388K +$388K +857 New
GF
1810
Gries Financial
Ohio
$387K -$21.8K -48 -5%
RWMG
1811
Redwood Wealth Management Group
New Jersey
$386K -$11.3K -25 -3%
CIG
1812
Cullen Investment Group
Louisiana
$385K +$385K +849 New
E
1813
ETFidea
New York
$385K
TA
1814
TrueWealth Advisors
Alabama
$385K +$3.63K +8 +1%
MHR
1815
Matthew Hamilton Rosenberg
$383K +$6.35K +14 +2%
CCIA
1816
Cherry Creek Investment Advisors
Colorado
$382K
BFM
1817
Boothbay Fund Management
New York
$382K -$2.25M -4,959 -85%
BFO
1818
Biltmore Family Office
North Carolina
$382K
LA
1819
Lifeworks Advisors
Michigan
$381K -$174K -384 -31%
CAM
1820
Cozad Asset Management
Illinois
$381K -$43.5K -96 -10%
CFP
1821
Catalyst Financial Partners
Massachusetts
$380K +$49K +108 +15%
ACM
1822
Allred Capital Management
Texas
$379K +$46.7K +103 +14%
LJCM
1823
Lee Johnson Capital Management
Texas
$379K -$62.1K -137 -14%
AWM
1824
Accel Wealth Management
Iowa
$377K +$23.1K +51 +7%
IAA
1825
Ironsides Asset Advisors
North Carolina
$377K -$83.8K -185 -18%