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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
35.63%
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 %
OFS
1951
Orrstown Financial Services
Pennsylvania
$302K +$302K +666 New
PWM
1952
Palumbo Wealth Management
New York
$302K -$13.6K -30 -4%
TWA
1953
Talisman Wealth Advisors
New Jersey
$301K +$453 +1 +0.2%
TW
1954
Transform Wealth
Colorado
$301K +$11.8K +26 +4%
HBW
1955
Hazlett, Burt & Watson
West Virginia
$301K +$49.5K +109 +20%
FNC
1956
First National Corp
Massachusetts
$300K +$66.1K +146 +28%
ACP
1957
Aveo Capital Partners
Colorado
$300K +$11.8K +26 +4%
AWM
1958
Absher Wealth Management
North Carolina
$299K +$906 +2 +0.3%
NSG
1959
Nalls Sherbakoff Group
Tennessee
$298K +$121K +268 +69%
FWM
1960
Fairhaven Wealth Management
Illinois
$297K
MPM
1961
Meritage Portfolio Management
Kansas
$296K +$296K +653 New
SCA
1962
Stonebridge Capital Advisors
Minnesota
$296K -$11.3K -25 -4%
CPC
1963
Consolidated Planning Corp
Georgia
$295K -$80.2K -177 -21%
JSW
1964
Journey Strategic Wealth
New Jersey
$295K -$15.4K -34 -5%
AHC
1965
Adell Harriman & Carpenter
Texas
$295K
ISL
1966
Ingalls & Snyder LLC
New York
$295K -$4.53K -10 -2%
NAMP
1967
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$295K
SOAMC
1968
Spirit of America Management Corp
New York
$295K +$113K +250 +63%
MPCG
1969
Matrix Private Capital Group
New York
$294K -$906 -2 -0.3%
EI
1970
Ellevest Inc
New York
$293K +$12.2K +27 +4%
OL
1971
Optas LLC
Texas
$292K +$22.2K +49 +8%
SSA
1972
Sierra Summit Advisors
Nevada
$291K +$291K +643 New
PIM
1973
Plato Investment Management
Australia
$291K +$291K +642 New
PJWM
1974
Philip James Wealth Mangement
Georgia
$290K +$290K +641 New
SBWIC
1975
Schaper Benz & Wise Investment Counsel
Wisconsin
$290K