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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 %
AT
801
Arden Trust
Delaware
$1.06M -$96.9K -328 -8%
HAG
802
HighPoint Advisor Group
Illinois
$1.06M +$48.6K +149 +5%
PA
803
Perennial Advisors
New York
$1.05M +$57K +193 +6%
WAS
804
WESPAC Advisors SoCal
California
$1.05M -$26.6K -90 -2%
PCM
805
Peak Capital Management
Colorado
$1.05M +$1.05M +3,549 New
NB
806
Northwest Bancshares
Pennsylvania
$1.05M -$598K -2,024 -36%
OC
807
Oakworth Capital
Alabama
$1.05M +$8.86K +30 +0.9%
FHC
808
First Heartland Consultants
Missouri
$1.03M +$26K +88 +3%
IP
809
Intellectus Partners
California
$1.03M +$886K +2,998 +622%
MA
810
Mutual Advisors
Nebraska
$1.02M +$13.9K +47 +1%
MSAM
811
Moloney Securities Asset Management
Missouri
$1.02M +$13.3K +45 +1%
TC
812
Truvestments Capital
Florida
$1.02M +$1.02M +3,445 New
WF
813
Welch & Forbes
Massachusetts
$1.01M +$13.6K +46 +1%
FCBT
814
First Citizens Bank & Trust
North Carolina
$1.01M +$18.6K +63 +2%
CPC
815
Congress Park Capital
New York
$1.01M – – –
PFS
816
Prospera Financial Services
Texas
$1M -$578K -1,942 -37%
MWM
817
Marietta Wealth Management
Georgia
$1M +$5.02K +17 +0.5%
MSFP
818
Mark Sheptoff Financial Planning
Connecticut
$1M – – –
XSC
819
X-Square Capital
Puerto Rico
$993K -$165K -557 -14%
CHJWM
820
Carlton Hofferkamp & Jenks Wealth Management
Texas
$983K +$7.77K +26 +0.8%
Axa
821
Axa
France
$983K +$207K +702 +27%
WPA
822
West Paces Advisors
Georgia
$978K +$12.1K +41 +1%
DBRC
823
D.B. Root & Company
Pennsylvania
$976K -$16.8K -57 -2%
BMC
824
Beaton Management Company
Massachusetts
$974K – – –
DILIC
825
Dai-ichi Life Insurance Company
Japan
$967K -$76.8K -260 -7%
31 32
33
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