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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 %
ETIA
1826
Epic Trust Investment Advisors
Washington
$375K -$193K -425 -34%
DIP
1827
DT Investment Partners
Pennsylvania
$375K +$51.4K +119 +16%
SWS
1828
SYSTM Wealth Solutions
Illinois
$375K -$165K -365 -31%
BM
1829
Belfer Management
New York
$375K – – –
UBV
1830
United Bank (Virginia)
Virginia
$374K +$90.6K +200 +32%
V
1831
ViaWealth
Kansas
$372K +$136K +300 +57%
ECA
1832
Elevated Capital Advisors
Utah
$371K +$49.9K +110 +16%
SI
1833
Saxon Interests
Texas
$370K +$370K +816 New
CCP
1834
Clough Capital Partners
Massachusetts
$369K -$83.8K -185 -19%
SWA
1835
SFMG Wealth Advisors
Texas
$368K +$2.72K +6 +0.7%
BG
1836
Benedetti & Gucer
Georgia
$367K – – –
TI
1837
tru Independence
Oregon
$366K +$366K +808 New
DCM
1838
Dimension Capital Management
Florida
$365K – – –
OAM
1839
Occidental Asset Management
California
$364K +$4.99K +11 +1%
UAG
1840
United Advisor Group
Ohio
$364K +$364K +802 New
LWM
1841
Lakeridge Wealth Management
Ohio
$364K +$364K +802 New
PWP
1842
Perfromance Wealth Partners
Illinois
$363K +$9.07K +20 +3%
KLCM
1843
KG&L Capital Management
Louisiana
$363K +$38.1K +84 +12%
SCI
1844
Silver Coast Investments
United States
$363K +$363K +801 New
BWM
1845
Birchcreek Wealth Management
Ohio
$362K +$47.1K +104 +15%
BFA
1846
Bill Few Associates
Pennsylvania
$362K – – –
EWM
1847
Elite Wealth Management
Washington
$361K – – –
PWS
1848
Private Wealth Strategies
Ohio
$360K -$24.9K -55 -6%
SIS
1849
Sound Income Strategies
Florida
$360K +$116K +256 +47%
FFA
1850
Fairfield Financial Advisors
Massachusetts
$359K +$6.8K +15 +2%
72 73
74
75 76