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Lockheed Martin
LMT

Overview Fund Activity

1,739 hedge funds and large institutions have $74.4B invested in Lockheed Martin in 2020 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 720 increasing their positions, 692 reducing their positions, and 185 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,739
Holders Change
-77
Holders Change %
-4.24%
% of All Funds
38.41%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
1.61%
New
130
Increased
720
Reduced
692
Closed
185
Calls
$839M
Puts
$806M
Net Calls
+$32.9M
Net Calls Change
+$86.3M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$442M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$193M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$136M
4
Victory Capital Management
Victory Capital Management
Texas
+$106M
5
Citadel Advisors
Citadel Advisors
Florida
+$99M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$801M
2
JFA
Johanson Financial Advisors
California
-$470M
3
CSIA
Charles Schwab Investment Advisory
California
-$468M
4
State Street
State Street
Massachusetts
-$366M
5
Goldman Sachs
Goldman Sachs
New York
-$309M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIA
451
Northstar Investment Advisors
Colorado
$5.05M -$1.96M -5,778 -28%
GLAM
452
Gardner Lewis Asset Management
Pennsylvania
$5.05M +$1.1M +3,258 +28%
CAC
453
Core Alternative Capital
Georgia
$5.04M +$2.84M +8,387 +129%
SC
454
Scotia Capital
Ontario, Canada
$5.01M -$1.3M -3,833 -21%
BPM
455
Bowling Portfolio Management
Ohio
$4.98M -$484K -1,427 -9%
KWM
456
Kingsview Wealth Management
Oregon
$4.97M +$827K +2,441 +20%
IA
457
Icon Advisers
Colorado
$4.97M – – –
M
458
MOTCO
Texas
$4.96M +$80K +236 +2%
NAM
459
North American Management
Massachusetts
$4.91M -$10.8K -32 -0.2%
Rafferty Asset Management
460
Rafferty Asset Management
New York
$4.9M +$2.32M +6,836 +90%
Mercer Global Advisors
461
Mercer Global Advisors
Colorado
$4.85M +$502K +1,480 +12%
NAM
462
NorthCoast Asset Management
Connecticut
$4.85M -$38.7K -114 -0.8%
Wealthfront Advisers
463
Wealthfront Advisers
California
$4.85M +$962K +2,839 +25%
TA
464
Townsend & Associates
Colorado
$4.83M +$654K +1,841 +16%
CNBT
465
Canandaigua National Bank & Trust
New York
$4.76M +$162K +478 +4%
BIA
466
Biondo Investment Advisors
Pennsylvania
$4.75M +$6.14K +18 +0.1%
CGM
467
Capital Growth Management
Massachusetts
$4.75M +$4.75M +14,000 New
NLGIA
468
Nippon Life Global Investors Americas
New York
$4.73M – – –
TCOV
469
Trust Company of Vermont
Vermont
$4.72M +$333K +983 +8%
CIM
470
Contravisory Investment Management
Massachusetts
$4.72M +$246K +725 +5%
WLPWM
471
Walled Lake Planning & Wealth Management
Illinois
$4.72M -$186K -548 -4%
WIC
472
Willis Investment Counsel
Georgia
$4.71M +$4.71M +13,900 New
WS
473
Wedbush Securities
California
$4.69M +$81K +239 +2%
IIM
474
Intact Investment Management
Quebec, Canada
$4.68M -$508K -1,500 -10%
LK
475
Lumbard & Kellner
New Hampshire
$4.65M +$1.4M +4,124 +43%
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