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Lockheed Martin
LMT

Overview Fund Activity

1,465 hedge funds and large institutions have $76.5B invested in Lockheed Martin in 2018 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 567 increasing their positions, 546 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,465
Holders Change
+16
Holders Change %
+1.1%
% of All Funds
33.55%
Holding in Top 10
59
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+47.5%
% of All Funds
1.35%
New
103
Increased
567
Reduced
546
Closed
72
Calls
$550M
Puts
$636M
Net Calls
-$86.1M
Net Calls Change
+$153M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$815M
2
Citadel Advisors
Citadel Advisors
Florida
+$432M
3
Capital International Investors
Capital International Investors
California
+$387M
4
Ameriprise
Ameriprise
Minnesota
+$385M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$111M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$323M
2
Capital World Investors
Capital World Investors
California
-$263M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$249M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$238M
5
APG Asset Management
APG Asset Management
Netherlands
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
676
Waverly Advisors
Alabama
$1.8M +$14.9K +43 +0.8%
Carson Wealth (CWM LLC)
677
Carson Wealth (CWM LLC)
Nebraska
$1.79M +$1.19M +3,446 +201%
SW
678
SVB Wealth
Massachusetts
$1.78M +$51.2K +148 +3%
AFNAS
679
American Financial Network Advisory Services
California
$1.78M +$1.71M +4,933 +2,430%
LAIC
680
Lederer & Associates Investment Counsel
California
$1.77M +$63.6K +184 +4%
HB
681
Homrich & Berg
Georgia
$1.76M -$46K -133 -3%
MWM
682
Meridian Wealth Management
Kentucky
$1.74M +$15.9K +46 +0.9%
UAS
683
United Asset Strategies
New York
$1.74M -$23.9K -69 -1%
GKWIM
684
Gerber Kawasaki Wealth & Investment Management
California
$1.73M -$1.03M -2,954 -37%
AF
685
Ally Financial
Michigan
$1.73M +$1.04M +3,000 +150%
CCA
686
Cobblestone Capital Advisors
New York
$1.73M -$46K -133 -3%
NA
687
Neuburgh Advisers
California
$1.71M +$289K +836 +20%
LSA
688
L & S Advisors
California
$1.71M +$143K +414 +9%
IAMOG
689
Investors Asset Management of Georgia
Georgia
$1.71M – – –
RWA
690
Ropes Wealth Advisors
Massachusetts
$1.68M +$228K +659 +16%
ERIM
691
Eagle Ridge Investment Management
Connecticut
$1.66M – – –
CIP
692
Convergence Investment Partners
Florida
$1.66M +$1.66M +4,804 New
NIC
693
Northwest Investment Counselors
Oregon
$1.66M +$19.4K +56 +1%
ZCA
694
Zeke Capital Advisors
Pennsylvania
$1.66M -$3.46K -10 -0.2%
EF
695
Exeter Financial
Arizona
$1.65M -$59.9K -173 -3%
VLC
696
Van Leeuwen & Company
New Jersey
$1.65M +$1.65M +4,778 New
BOH
697
Bank of Hawaii
Hawaii
$1.65M +$387K +1,120 +31%
CBB
698
Citizens Business Bank
California
$1.65M -$619K -1,789 -27%
SLG
699
Stanley-Laman Group
Pennsylvania
$1.65M -$76.5K -221 -4%
BHWM
700
Bar Harbor Wealth Management
New Hampshire
$1.65M +$15.6K +45 +1%
26 27
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