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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 Market Value Shares Shares
Change 		Shares
Change %
TSWM
2226
Tyler-Stone Wealth Management
Ohio
$151K 334 +1 +0.3%
AGWCA
2227
Annis Gardner Whiting Capital Advisors
Florida
$150K 331 -1 -0.3%
HF
2228
Halpern Financial
Virginia
$141K 307 +100 +48%
AT
2229
Arlington Trust
Alabama
$140K 308 -88 -22%
CP
2230
Castleview Partners
Texas
$139K 306 +277 +955%
FPFS
2231
First Personal Financial Services
North Carolina
$137K 302 – –
LWA
2232
Lowe Wealth Advisors
Maryland
$137K 302 – –
ACM
2233
Accent Capital Management
Ohio
$136K 300 +300 New
BGAI
2234
Bruce G. Allen Investments
Colorado
$128K 282 +282 New
KI
2235
Kapitalo Investimentos
Brazil
$127K 281 -186 -40%
SCM
2236
Silvant Capital Management
Georgia
$126K 277 – –
GWMIA
2237
Global Wealth Management Investment Advisory
Florida
$125K 277 – –
CMP
2238
Coston McIsaac & Partners
Maine
$123K 271 +21 +8%
CIA
2239
Cape Investment Advisory
Georgia
$121K 266 -63 -19%
PH
2240
Pinnacle Holdings
Oklahoma
$117K 259 +259 New
MLA
2241
MB, Levis & Associates
Pennsylvania
$117K 259 – –
BWM
2242
BKM Wealth Management
Wisconsin
$116K 257 +257 New
GG
2243
Greenwood Gearhart
Arkansas
$116K 255 +255 New
AW
2244
Avion Wealth
Texas
$115K 254 +1 +0.4%
GC
2245
Globeflex Capital
California
$115K 253 – –
Kayne Anderson Rudnick Investment Management
2246
Kayne Anderson Rudnick Investment Management
California
$113K 250 +9 +4%
FWM
2247
Focused Wealth Management
New York
$113K 250 +22 +10%
SVCP
2248
Silicon Valley Capital Partners
California
$111K 246 +2 +0.8%
DEM
2249
Disciplined Equity Management
Florida
$110K 243 – –
OLVIG
2250
Oliver Lagore Vanvalin Investment Group
Michigan
$108K 238 +46 +24%
88 89
90
91 92