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Lockheed Martin
LMT

Overview Fund Activity

1,449 hedge funds and large institutions have $65.5B invested in Lockheed Martin in 2018 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 581 increasing their positions, 546 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,449
Holders Change
-10
Holders Change %
-0.69%
% of All Funds
33.22%
Holding in Top 10
40
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-48.05%
% of All Funds
0.92%
New
92
Increased
581
Reduced
546
Closed
85
Calls
$453M
Puts
$692M
Net Calls
-$240M
Net Calls Change
-$22.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$597M
2
Bank of America
Bank of America
North Carolina
+$296M
3
CSIA
Charles Schwab Investment Advisory
California
+$240M
4
American Century Companies
American Century Companies
Missouri
+$207M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$188M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$581M
2
State Street
State Street
Massachusetts
-$229M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$228M
4
Capital International Investors
Capital International Investors
California
-$144M
5
WRF
Waddell & Reed Financial
Kansas
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
751
Johanson Financial Advisors
California
$1.25M -$14.2K -48 -1%
RWA
752
Ropes Wealth Advisors
Massachusetts
$1.24M – – –
GSBTD
753
Glenview State Bank Trust Department
Illinois
$1.24M +$138K +468 +13%
FFWA
754
FRG Family Wealth Advisors
Washington
$1.24M +$6.2K +21 +0.5%
JWM
755
Janiczek Wealth Management
Colorado
$1.24M +$782K +2,646 +172%
HVIA
756
Hudson Valley Investment Advisors
New York
$1.24M -$73.9K -250 -6%
DOA
757
D'Orazio & Associates
Virginia
$1.22M -$4.43K -15 -0.4%
NFGCM
758
Norman Fields Gottscho Capital Management
New York
$1.22M – – –
RIL
759
Rothschild Investment LLC
Illinois
$1.22M +$14.8K +50 +1%
WI
760
Wintrust Investments
Illinois
$1.22M +$821K +2,779 +207%
NA
761
Neuburgh Advisers
California
$1.22M -$84.5K -286 -7%
SCC
762
Spring Creek Capital
Kansas
$1.21M +$1.21M +4,087 New
FC
763
Ferris Capital
Massachusetts
$1.2M -$50.8K -172 -4%
SNT
764
Security National Trust
West Virginia
$1.2M – – –
HCM
765
HMS Capital Management
Tennessee
$1.19M +$1,000K +3,386 +529%
WSTAM
766
Wilbanks Smith & Thomas Asset Management
Virginia
$1.19M +$35.4K +120 +3%
AFC
767
AFT Forsyth & Company
Florida
$1.18M -$50.2K -170 -4%
PWMAG
768
Pinnacle Wealth Management Advisory Group
New Jersey
$1.18M -$62K -210 -5%
BA
769
Bennicas & Associates
California
$1.18M – – –
TNB
770
Thomasville National Bank
Georgia
$1.18M +$18K +61 +2%
BAM
771
Belpointe Asset Management
Nevada
$1.17M +$696K +2,355 +146%
EIM
772
Essex Investment Management
Massachusetts
$1.16M – – –
PWAP
773
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.15M -$2.95K -10 -0.3%
LNWWM
774
Laird Norton Wetherby Wealth Management
California
$1.15M -$4.73K -16 -0.4%
AWA
775
ARS Wealth Advisors
Florida
$1.14M +$117K +395 +11%
29 30
31
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