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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 %
SFS
601
Sowell Financial Services
Arkansas
$2.87M +$82K +242 +3%
AIA
602
Affinity Investment Advisors
California
$2.87M -$283K -835 -9%
PIM
603
Penobscot Investment Management
Massachusetts
$2.87M +$156K +460 +6%
WAM
604
Weatherly Asset Management
California
$2.83M -$24.4K -72 -0.9%
SCM
605
Sandler Capital Management
New York
$2.82M -$3.23M -9,520 -53%
CWA
606
Clarus Wealth Advisors
Arizona
$2.82M -$1.98M -5,661 -41%
LFAS
607
Level Four Advisory Services
Texas
$2.81M +$39.8K +118 +1%
CIP
608
Convergence Investment Partners
Florida
$2.79M -$551K -1,625 -16%
SCA
609
Stokes Capital Advisors
South Carolina
$2.79M +$37.3K +110 +1%
AC
610
Allstate Corporation
Illinois
$2.78M -$5.15M -15,183 -65%
CC
611
Courier Capital
New York
$2.74M +$259K +694 +10%
HC
612
HNP Capital
New York
$2.74M +$1.79M +4,803 +190%
WC
613
Winmill & Co
New York
$2.71M +$170K +500 +7%
EWM
614
Evercore Wealth Management
New York
$2.71M -$25.4K -75 -0.9%
HFS
615
Hantz Financial Services
Michigan
$2.7M +$2.7M +7,957 New
WJWM
616
Williams Jones Wealth Management
New York
$2.7M -$403K -1,188 -13%
AWP
617
Ascent Wealth Partners
New York
$2.69M +$2.69M +7,934 New
APP
618
Avantax Planning Partners
Iowa
$2.69M +$836K +2,468 +45%
TCOT
619
Trust Company of Toledo
Ohio
$2.68M -$262K -774 -9%
DWM
620
Darwin Wealth Management
Florida
$2.66M +$156K +459 +6%
HPC
621
HM Payson & Co
Maine
$2.66M -$25.4K -75 -0.9%
ACM
622
Aljian Capital Management
Nevada
$2.65M +$119K +352 +5%
V
623
Veritable
Delaware
$2.64M -$601K -1,773 -19%
PI
624
PEAK6 Investments
Illinois
$2.63M +$931K +2,746 +55%
ACM
625
Alpha Capital Management
Texas
$2.63M +$18.3K +54 +0.7%
23 24
25
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