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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 %
SEP
1901
Southland Equity Partners
Missouri
$326K +$5.89K +13 +2%
DAM
1902
Delta Asset Management
Tennessee
$326K -$33.5K -74 -9%
NAM
1903
NTV Asset Management
West Virginia
$326K – – –
FDDB
1904
Fidelity D&D Bancorp
Pennsylvania
$325K -$13.1K -29 -4%
CIG
1905
Cascade Investment Group
Colorado
$325K – – –
PS
1906
Portfolio Strategies
New York
$325K -$1.36K -3 -0.4%
GPI
1907
General Partner Inc
Pennsylvania
$324K – – –
SMG
1908
Smart Money Group
Texas
$324K +$44K +97 +16%
DA
1909
Drake & Associates
Wisconsin
$323K +$10.4K +23 +3%
WAAG
1910
Wealth Alliance Advisory Group
Kansas
$323K +$906 +2 +0.3%
FMN
1911
Financial Management Network
California
$322K +$1.37K +3 +0.4%
NCM
1912
Northside Capital Management
Oregon
$322K – – –
FCG
1913
Fielder Capital Group
Tennessee
$321K +$321K +709 New
ZIMP
1914
Zimmermann Investment Management & Planning
Pennsylvania
$321K – – –
WCA
1915
Westover Capital Advisors
Delaware
$321K +$29K +64 +10%
FNB
1916
Farmers National Bank
Kentucky
$321K +$40.8K +90 +15%
WFI
1917
West Family Investments
California
$320K -$23.1K -51 -7%
SRSA
1918
S.R. Schill & Associates
Washington
$320K +$320K +707 New
AWM
1919
Angeles Wealth Management
California
$320K +$320K +707 New
KFS
1920
Kaizen Financial Strategies
California
$320K -$906 -2 -0.3%
VT
1921
Vise Technologies
New York
$320K -$24.5K -54 -7%
CWC
1922
Carolinas Wealth Consulting
North Carolina
$320K – – –
LFG
1923
Lockerman Financial Group
California
$319K +$7.7K +17 +2%
WA
1924
Wealthstream Advisors
New York
$319K +$319K +703 New
LAM
1925
Lummis Asset Management
Texas
$318K +$318K +702 New
75 76
77
78 79