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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 %
SCM
976
Shelton Capital Management
Colorado
$968K +$203K +600 +27%
P
977
Pitcairn
Pennsylvania
$966K +$376K +1,110 +64%
RPSA
978
Richard P. Slaughter Associates
Texas
$964K +$92.2K +272 +11%
GW
979
GW & Wade
Massachusetts
$960K -$6.1K -18 -0.6%
QPWM
980
Quadrant Private Wealth Management
Pennsylvania
$960K +$388K +1,146 +68%
RC
981
RegentAtlantic Capital
New Jersey
$958K -$16.6K -49 -2%
FANJ
982
Financial Architects (New Jersey)
New Jersey
$958K -$14.2K -42 -1%
EFS
983
Essex Financial Services
Connecticut
$957K -$170K -501 -15%
S
984
SimplyRich
California
$949K – – –
QCG
985
Quadrant Capital Group
Ohio
$949K +$365K +1,078 +63%
AIA
986
Arbor Investment Advisors
North Carolina
$946K -$11.2K -33 -1%
DPIM
987
Duff & Phelps Investment Management
Illinois
$944K – – –
WPA
988
West Paces Advisors
Georgia
$938K -$86.4K -255 -8%
MCM
989
MV Capital Management
Maryland
$938K +$49.8K +147 +6%
LFGH
990
Lee Financial Group Hawaii
Hawaii
$935K -$941K -2,778 -50%
IWS
991
Insight Wealth Strategies
California
$934K -$622K -1,834 -40%
HCA
992
Harbour Capital Advisors
Virginia
$932K -$10.2K -30 -1%
KJHP
993
K.J. Harrison & Partners
Ontario, Canada
$932K – – –
WP
994
WealthSource Partners
California
$932K +$27.5K +81 +3%
RB
995
Rodgers Brothers
Pennsylvania
$931K -$17K -50 -2%
LWS
996
Lucia Wealth Services
California
$931K +$139K +410 +18%
CBT
997
Central Bank & Trust
Kentucky
$923K +$841K +2,481 +1,025%
SCP
998
Shorepoint Capital Partners
Massachusetts
$921K +$21.7K +64 +2%
GAM
999
Griffin Asset Management
New York
$917K -$2.04K -6 -0.2%
LCM
1000
Leisure Capital Management
California
$916K +$26.4K +78 +3%
38 39
40
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