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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
35.64%
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 %
SRCM
2401
Signature Resources Capital Management
California
$4.99K 11 +11 New
RDFA
2402
Ritter Daniher Financial Advisory
Ohio
$4.99K 11 +11 New
PS
2403
PayPay Securities
Japan
$4.73K 10 +3 +43%
NC
2404
NewSquare Capital
Pennsylvania
$4.53K 10 – –
GFL
2405
Granite FO LLC
New Hampshire
$4.53K 10 – –
JAM
2406
JCIC Asset Management
Ontario, Canada
$4.53K 10 +10 New
APC
2407
Aspire Private Capital
North Carolina
$4.53K 10 +10 New
VWA
2408
Valued Wealth Advisors
Utah
$4.09K 10 +10 New
HWM
2409
Horizons Wealth Management
North Carolina
$3.63K 8 – –
DWMG
2410
DB Wealth Management Group
California
$3.63K 8 – –
W
2411
WealthCollab
Washington
$3.63K 8 +8 New
JFG
2412
JDM Financial Group
Texas
$3.17K 7 – –
CTWM
2413
Cherry Tree Wealth Management
Minnesota
$3.17K 7 – –
NMG
2414
New Millennium Group
Utah
$3.17K 7 – –
CTB
2415
Country Trust Bank
Illinois
$2.72K 6 – –
TFG
2416
Team Financial Group
California
$2.28K 5 – –
QL
2417
Quarry LP
New York
$2.27K 5 -5 -50%
HWP
2418
Highline Wealth Partners
California
$2.27K 5 – –
KIG
2419
Kessler Investment Group
Indiana
$2.27K 5 – –
VNIM
2420
Vaughan Nelson Investment Management
Texas
$2K 5 +5 New
FRA
2421
Frank Rimerman Advisors
California
$1.81K 4 +4 New
ACA
2422
Atlas Capital Advisors
Wyoming
$1.81K 4 – –
TWP
2423
TFO Wealth Partners
Ohio
$1.81K 4 +2 +100%
CMA
2424
Cedar Mountain Advisors
Oregon
$1.36K 3 +3 New
PI
2425
PEAK6 Investments
Illinois
$1.27K 3 -7,959 -100%
95 96
97
98 99