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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 %
WAM
2426
WFA Asset Management
Wisconsin
$997 2 – –
CAM
2427
ClariVest Asset Management
California
$902 2 – –
IWA
2428
IBEX Wealth Advisors
New Jersey
$567 1 +1 New
ORAM
2429
One River Asset Management
Connecticut
$454 1 -86 -99%
DFA
2430
DHJJ Financial Advisors
Illinois
$454 1 – –
PWMG
2431
Provence Wealth Management Group
California
$453 1 -25 -96%
T
2432
Tidemark
California
$453 1 +1 New
MAM
2433
Meeder Asset Management
Ohio
$453 1 +1 New
LFA
2434
Level Financial Advisors
New York
– – -25 Closed
HMP
2435
HS Management Partners
New York
– – -269,052 Closed
MMA
2436
Mizuho Markets Americas
New York
– – -233,817 Closed
QC
2437
Quadrature Capital
United Kingdom
– – -76,299 Closed
CM
2438
Caption Management
Oklahoma
– – -70,500 Closed
ECM
2439
Element Capital Management
New York
– – -62,995 Closed
ACM
2440
Academy Capital Management
Texas
– – -56,198 Closed
PMEF
2441
Point72 Middle East FZE
United Arab Emirates
– – -52,185 Closed
TC
2442
TwinBeech Capital
New York
– – -29,693 Closed
Group One Trading
2443
Group One Trading
Illinois
– – -28,305 Closed
KP
2444
Kiltearn Partners
United Kingdom
– – -27,600 Closed
ACM
2445
Ariose Capital Management
Hong Kong
– – -19,500 Closed
CTC (Chicago Trading Company)
2446
CTC (Chicago Trading Company)
Illinois
– – -15,383 Closed
Capstone Investment Advisors
2447
Capstone Investment Advisors
New York
– – -13,251 Closed
HT
2448
HAP Trading
New York
– – -12,946 Closed
AG
2449
Arctis Global
Puerto Rico
– – -11,172 Closed
II
2450
IFM Investors
Australia
– – -8,955 Closed
96 97
98
99 100