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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 %
WDL
1926
Well Done LLC
Michigan
$318K +$19.5K +43 +7%
JF
1927
Jump Financial
Illinois
$318K -$3.18M -7,011 -91%
TNAM
1928
Terra Nova Asset Management
New York
$317K -$9.97K -22 -3%
OWA
1929
Opal Wealth Advisors
New York
$316K +$20.4K +45 +7%
TCM
1930
Triumph Capital Management
Colorado
$316K -$12.2K -27 -4%
TC
1931
Truvestments Capital
Florida
$314K -$7.25K -16 -2%
MSWM
1932
McGlone Suttner Wealth Management
Wisconsin
$313K +$57.1K +126 +22%
CWM
1933
Centurion Wealth Management
Virginia
$312K -$453 -1 -0.1%
KFSC
1934
Keystone Financial Services (Colorado)
Colorado
$311K – – –
SW
1935
SkyOak Wealth
Michigan
$308K -$150K -330 -33%
SFS
1936
Summit Financial Strategies
Ohio
$308K – – –
SDWIA
1937
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$308K +$4.53K +10 +1%
FEM
1938
Fulcrum Equity Management
Texas
$308K -$34.9K -77 -10%
KWM
1939
Kaydan Wealth Management
Michigan
$307K -$3.17K -7 -1%
EWA
1940
ERTS Wealth Advisors
Michigan
$307K +$1.36K +3 +0.4%
CASB
1941
Cape Ann Savings Bank
Massachusetts
$306K -$2.15K -5 -0.7%
ASC
1942
Atalanta Sosnoff Capital
New York
$306K -$43.1K -95 -12%
SFG
1943
Sather Financial Group
Texas
$305K -$17.2K -38 -5%
HNWAG
1944
High Net Worth Advisory Group
Florida
$305K +$13.6K +30 +5%
SWM
1945
Sculati Wealth Management
Michigan
$304K -$66.6K -147 -18%
CA
1946
CGN Advisors
Kansas
$303K -$58K -128 -16%
NPT
1947
Nixon Peabody Trust
Massachusetts
$303K +$22.7K +50 +8%
BFA
1948
Bragg Financial Advisors
North Carolina
$303K -$19K -42 -6%
JSC
1949
J. Stern & Co
United Kingdom
$303K +$303K +705 New
MFGM
1950
Marshall Financial Group (Maryland)
Maryland
$302K +$5.44K +12 +2%
76 77
78
79 80