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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.

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 %
WW
2201
Westshore Wealth
California
$200K +$200K +442 New
SWC
2202
Spectrum Wealth Counsel
Indiana
$197K +$197K +435 New
CA
2203
Centerpoint Advisors
Massachusetts
$197K -$908 -2 -0.5%
PO
2204
Private Ocean
California
$194K – – –
JWA
2205
JFS Wealth Advisors
Pennsylvania
$191K +$19.5K +43 +11%
HCP
2206
Hexagon Capital Partners
Arkansas
$191K +$3.62K +8 +2%
MCAI
2207
Members Capital Advisors Inc
Wisconsin
$185K -$1.69M -3,722 -90%
C
2208
Covestor
United Kingdom
$183K +$10.9K +24 +6%
QPBE
2209
Quintet Private Bank (Europe)
Luxembourg
$181K -$25.4K -56 -12%
BCA
2210
Bray Capital Advisors
Florida
$179K – – –
CFFP
2211
Center for Financial Planning
Michigan
$178K +$6.35K +14 +4%
MWM
2212
Mascoma Wealth Management
New Hampshire
$177K -$4.53K -10 -3%
LTI
2213
Laffer Tengler Investments
Tennessee
$175K -$453 -1 -0.3%
TFGT
2214
TS Financial Group (TSFG)
Illinois
$173K -$34.1K -75 -16%
PVH
2215
Psagot Value Holdings
Israel
$167K +$86.4K +191 +107%
FFL
2216
Financial Freedom LLC
Ohio
$166K +$907 +2 +0.5%
HCM
2217
Hollencrest Capital Management
California
$166K +$39.4K +87 +31%
LF
2218
Lee Financial
Texas
$164K -$4.53K -10 -3%
AAG
2219
Armstrong Advisory Group
Massachusetts
$164K – – –
AAP
2220
Arax Advisory Partners
Colorado
$160K – – –
RP
2221
Rowlandmiller & Partners
Georgia
$160K – – –
EL
2222
EMFO LLC
Florida
$157K +$2.27K +5 +1%
AF
2223
Arrow Financial
New York
$157K -$15.9K -35 -9%
BC
2224
Belmont Capital
California
$156K – – –
WCM
2225
Winthrop Capital Management
Indiana
$156K +$156K +344 New
87 88
89
90 91