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Lockheed Martin
LMT

Overview Fund Activity

1,541 hedge funds and large institutions have $66.2B invested in Lockheed Martin in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 642 increasing their positions, 560 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,541
Holders Change
+43
Holders Change %
+2.87%
% of All Funds
33.41%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.78%
New
144
Increased
642
Reduced
560
Closed
82
Calls
$435M
Puts
$538M
Net Calls
-$104M
Net Calls Change
-$24.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$263M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$206M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$183M
4
Citadel Advisors
Citadel Advisors
Florida
+$177M
5
Capital World Investors
Capital World Investors
California
+$161M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$219M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$151M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$136M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$127M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rafferty Asset Management
501
Rafferty Asset Management
New York
$3.39M +$984K +3,278 +41%
CWA
502
Clarus Wealth Advisors
Arizona
$3.38M +$600 +2 +0%
SAM
503
Smithbridge Asset Management
Pennsylvania
$3.37M +$78.1K +260 +2%
MCM
504
McMillion Capital Management
North Carolina
$3.35M -$188K -628 -5%
Marshall Wace
505
Marshall Wace
United Kingdom
$3.35M +$1.25M +4,176 +60%
BPA
506
Beacon Pointe Advisors
California
$3.33M +$298K +991 +10%
EWM
507
Executive Wealth Management
Michigan
$3.29M +$3.17M +10,561 +2,588%
AMM
508
American Money Management
California
$3.29M +$3.29M +10,955 New
SWM
509
SVA Wealth Management
Wisconsin
$3.28M +$22.5K +75 +0.7%
CAM
510
Chesapeake Asset Management
New York
$3.28M -$532K -1,772 -14%
FTIOP
511
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.27M -$19.5K -65 -0.6%
KRS
512
Kentucky Retirement Systems
Kentucky
$3.23M -$4.8K -16 -0.1%
MA
513
Montag & Associates
Georgia
$3.22M – – –
QIM
514
Quest Investment Management
Oregon
$3.22M +$15K +50 +0.5%
CICI
515
Capital Investment Counsel Inc
North Carolina
$3.21M +$290K +965 +10%
TC
516
Trust Company
Kansas
$3.21M -$1.37M -4,550 -30%
Connor, Clark & Lunn Investment Management (CC&L)
517
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.19M -$8.2M -27,325 -72%
GIP
518
Granite Investment Partners
California
$3.18M -$367K -1,223 -10%
CBU
519
CIBC Bank USA
Illinois
$3.18M +$4.2K +14 +0.1%
Mercer Global Advisors
520
Mercer Global Advisors
Colorado
$3.17M +$3.17M +10,567 New
PWM
521
Perigon Wealth Management
California
$3.13M +$26.6K +81 +0.9%
CC
522
Cadinha & Co
Hawaii
$3.11M +$2.71M +9,040 +693%
KWM
523
Kingsview Wealth Management
Oregon
$3.1M +$110K +367 +4%
V
524
Veritable
Delaware
$3.07M +$47.1K +157 +2%
TC
525
Telemus Capital
Michigan
$3.07M -$84.1K -280 -3%
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