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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 %
GEM
976
Global Endowment Management
North Carolina
$570K – – –
CGI
977
CI Global Investments
California
$567K -$2.09M -7,064 -79%
WP
978
WealthSource Partners
California
$564K +$201K +680 +55%
BCM
979
Brookstone Capital Management
Illinois
$561K -$51.1K -173 -8%
BWM
980
BigSur Wealth Management
Florida
$557K -$8.87K -30 -2%
RE
981
RBC Europe
United Kingdom
$554K +$35.5K +120 +7%
AIM
982
Anchor Investment Management
South Carolina
$551K -$25.1K -85 -4%
WA
983
WBH Advisory
Maryland
$550K +$4.13K +14 +0.8%
DAM
984
Diamant Asset Management
Connecticut
$549K – – –
Koshinski Asset Management
985
Koshinski Asset Management
Illinois
$546K +$7.68K +26 +1%
BRA
986
Blue Rock Advisors
Minnesota
$546K +$546K +1,849 New
SSB
987
Sandy Spring Bank
Maryland
$542K – – –
PL
988
Perpetual Ltd
Australia
$540K – – –
AF
989
Arrow Financial
New York
$539K +$271K +916 +101%
MAM
990
Marquette Asset Management
Minnesota
$537K – – –
ARMT
991
Amica Retiree Medical Trust
Rhode Island
$535K – – –
SFSIG
992
San Francisco Sentry Investment Group
California
$532K -$458K -1,551 -46%
TPWA
993
TRUE Private Wealth Advisors
Oregon
$524K +$524K +1,776 New
IP
994
Investment Partners
Ohio
$522K -$33.1K -112 -6%
GA
995
Geller Advisors
New York
$520K – – –
SFA
996
Sequoia Financial Advisors
Ohio
$519K -$17.4K -59 -3%
EWA
997
EP Wealth Advisors
California
$517K +$10.1K +34 +2%
IIC
998
Ironwood Investment Counsel
Arizona
$515K -$4.43K -15 -0.9%
FMII
999
Farmers & Merchants Investments Inc
Nebraska
$514K -$296 -1 -0.1%
Carson Wealth (CWM LLC)
1000
Carson Wealth (CWM LLC)
Nebraska
$508K +$84.9K +287 +20%
38 39
40
41 42