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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 %
KFP
826
Keystone Financial Planning
Ohio
$961K -$10.6K -36 -1%
BW
827
Biegel & Waller
Maryland
$940K +$940K +3,183 New
CP
828
Cumberland Partners
Ontario, Canada
$934K +$934K +3,162 New
AWM
829
Avitas Wealth Management
California
$931K +$931K +3,151 New
RG
830
Rikoon Group
New Mexico
$929K -$11.5K -39 -1%
SS
831
Sunbelt Securities
Texas
$926K +$157K +530 +20%
ANBT
832
American National Bank & Trust
Texas
$924K -$10.3K -35 -1%
WTC
833
WhitTier Trust Company
Nevada
$924K +$9.46K +32 +1%
MJRIC
834
Mogy Joel R Investment Counsel
California
$923K +$7.38K +25 +0.8%
MPPLM
835
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$921K +$20.7K +70 +2%
VFA
836
Valeo Financial Advisors
Indiana
$910K +$378K +1,207 +71%
KCM
837
Karp Capital Management
California
$900K -$956K -3,235 -52%
FC
838
Financial Consulate
Maryland
$899K -$44K -149 -5%
ICM
839
IMS Capital Management
Oregon
$899K -$15.7K -53 -2%
IUHSA
840
Itau Unibanco Holding S.A.
Brazil
$897K -$143K -484 -14%
DC
841
DeDora Capital
California
$896K +$78.9K +267 +10%
FT
842
Fiduciary Trust
Massachusetts
$886K -$15.9K -54 -2%
MCIM
843
Meadow Creek Investment Management
Georgia
$884K -$61.5K -208 -7%
SC
844
SouthState Corp
Florida
$872K – – –
CAI
845
Capital Advisors Inc
Oklahoma
$872K – – –
11A
846
10-15 Associates
New York
$870K +$14.8K +50 +2%
OCG
847
Opus Capital Group
Ohio
$867K -$13.3K -45 -2%
HIC
848
Holderness Investments Company
North Carolina
$863K +$11.5K +39 +1%
MCM
849
Maple Capital Management
Vermont
$862K -$192K -650 -18%
BIAS
850
Beacon Investment Advisory Services
New Jersey
$858K +$30.7K +104 +4%
32 33
34
35 36