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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 %
WSC
851
Wellington Shields & Co
New York
$1.3M -$339K -1,000 -21%
SCP
852
Syntal Capital Partners
Texas
$1.3M +$1.3M +3,832 New
CAG
853
Csenge Advisory Group
Florida
$1.3M +$51.9K +153 +4%
AFC
854
AFT Forsyth & Company
Florida
$1.29M -$174K -514 -12%
JFA
855
Johanson Financial Advisors
California
$1.29M -$470M -1,387,178 -100%
WWM
856
Willingdon Wealth Management
North Carolina
$1.29M -$101K -299 -7%
KC
857
Kingfisher Capital
North Carolina
$1.28M -$22.4K -66 -2%
TFS
858
Thoroughbred Financial Services
Tennessee
$1.27M +$27.8K +82 +2%
PA
859
Profund Advisors
Maryland
$1.27M -$354K -1,045 -22%
COF
860
Capital One Financial
Virginia
$1.27M +$1.27M +3,745 New
IC
861
Intersect Capital
California
$1.27M +$182K +537 +17%
AMCA
862
Arthur M. Cohen & Associates
Illinois
$1.27M -$152K -450 -11%
WKWM
863
Walter & Keenan Wealth Management
Indiana
$1.27M +$895K +2,645 +241%
DOA
864
D'Orazio & Associates
Virginia
$1.26M – – –
IAMOG
865
Investors Asset Management of Georgia
Georgia
$1.24M -$408K -1,205 -25%
CWM
866
Calamos Wealth Management
Illinois
$1.24M +$201K +593 +19%
RICHC
867
Renaissance Investment Consultants Holding Company
Pennsylvania
$1.23M +$678 +2 +0.1%
CSS
868
Cubist Systematic Strategies
Connecticut
$1.23M -$144K -425 -10%
NWP
869
Northstar Wealth Partners
Connecticut
$1.23M -$28.5K -84 -2%
RP
870
Rice Partnership
Hawaii
$1.23M +$1.23M +3,619 New
WANY
871
Wealthspire Advisors (New York)
New York
$1.23M +$932K +2,749 +318%
AWA
872
Arete Wealth Advisors
Illinois
$1.22M -$21K -62 -2%
MSA
873
Marino Stram & Associates
Massachusetts
$1.22M +$137K +403 +13%
PWM
874
PBMares Wealth Management
Virginia
$1.22M – – –
GKWIM
875
Gerber Kawasaki Wealth & Investment Management
California
$1.22M -$397K -1,172 -25%
33 34
35
36 37