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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
35.63%
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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.72B
2
BlackRock
2
BlackRock
New York
$8.23B
3
Deutsche Bank
3
Deutsche Bank
Germany
$383M
4
Franklin Resources
4
Franklin Resources
California
$1.17B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$355M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$333M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.97B
3
Capital World Investors
3
Capital World Investors
California
$2.28B
4
CWP
4
Capital Wealth Planning
Florida
$605K
5
State Street
5
State Street
Massachusetts
$16.8B
Name Holding Trade Value Shares
Change 		Shares
Change %
BRG
2126
Bay Rivers Group
Virginia
$227K +$227K +500 New
FPGK
2127
Financial Partners Group (Kansas)
Kansas
$227K +$3.17K +7 +1%
WWM
2128
Waterway Wealth Management
Texas
$226K +$226K +499 New
MNBTD
2129
Moody National Bank Trust Division
Texas
$226K -$1.35M -2,974 -86%
CFD
2130
Creative Financial Designs
Indiana
$225K +$116K +256 +107%
BWA
2131
BlueSky Wealth Advisors
North Carolina
$223K -$31.7K -70 -12%
MCM
2132
Marathon Capital Management
Maryland
$223K -$27.2K -60 -11%
ACM
2133
Argent Capital Management
Missouri
$222K – – –
DWG
2134
Darden Wealth Group
Michigan
$222K +$222K +490 New
MWM
2135
Maripau Wealth Management
Indiana
$222K -$906 -2 -0.4%
GSIS
2136
Global Strategic Investment Solutions
Arizona
$222K +$222K +489 New
SAW
2137
Signal Advisors Wealth
Michigan
$221K +$221K +488 New
AFM
2138
Armstrong Fleming & Moore
District of Columbia
$220K +$220K +486 New
DI
2139
DAGCO Inc
Ohio
$220K +$220K +486 New
DWS
2140
Dynamic Wealth Strategies
California
$220K +$220K +486 New
PGF
2141
Plan Group Financial
Oklahoma
$220K -$17.2K -38 -7%
JC
2142
JB Capital
Connecticut
$220K -$24.5K -54 -10%
LF
2143
LifeSteps Financial
California
$220K +$220K +485 New
B
2144
Bailard
California
$220K +$220K +485 New
FCB
2145
First County Bank
Connecticut
$219K -$4.53K -10 -2%
CWA
2146
Core Wealth Advisors
Florida
$219K +$136K +300 +164%
MWM
2147
Mattern Wealth Management
Kansas
$219K +$219K +483 New
WA
2148
Wealth Architects
California
$219K +$219K +483 New
NC
2149
NBW Capital
Massachusetts
$218K -$18.1K -40 -8%
AIM
2150
Alhambra Investment Management
Florida
$218K +$218K +482 New
84 85
86
87 88