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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 %
JWBC
1001
J.W. Burns & Co
New York
$507K +$1.48K +5 +0.3%
S
1002
SignatureFD
Georgia
$505K – – –
LPIC
1003
LeJeune Puetz Investment Counsel
Michigan
$501K – – –
IB
1004
Intrust Bank
Kansas
$500K -$590 -2 -0.1%
DJSG
1005
D.J. St. Germain
Massachusetts
$498K – – –
AA
1006
Apriem Advisors
California
$497K +$497K +1,683 New
PG
1007
Patten Group
Tennessee
$496K -$29.5K -100 -6%
LA
1008
LexAurum Advisors
Kansas
$496K -$7.39K -25 -1%
IA
1009
IFG Advisory
Georgia
$496K -$4.43K -15 -0.9%
TCM
1010
Twin Capital Management
Pennsylvania
$495K +$495K +1,677 New
NL
1011
NWAM LLC
Washington
$494K -$12.1K -41 -2%
DWM
1012
Doyle Wealth Management
Florida
$491K +$26.9K +91 +6%
NEPWA
1013
New England Private Wealth Advisors
Massachusetts
$490K – – –
BCM
1014
Brasada Capital Management
Texas
$487K +$132K +446 +37%
CC
1015
Cedar Capital
Illinois
$483K +$113K +383 +31%
VCA
1016
Verdence Capital Advisors
Maryland
$479K -$4.14K -14 -0.9%
MCIA
1017
Mountain Capital Investment Advisors
Colorado
$478K -$14.8K -50 -3%
VCAM
1018
Van Cleef Asset Management
Ohio
$477K -$10.6K -36 -2%
BST
1019
Bath Savings Trust
Maine
$477K – – –
CCMD
1020
Cypress Capital Management (Delaware)
Delaware
$474K +$474K +1,604 New
SC
1021
Savant Capital
Illinois
$473K -$5.91K -20 -1%
Fuller & Thaler Asset Management
1022
Fuller & Thaler Asset Management
California
$473K – – –
MC
1023
Matisse Capital
Oregon
$469K – – –
CIM
1024
CIM Investment Management
Pennsylvania
$464K -$11.8K -40 -2%
TI
1025
Trexquant Investment
Connecticut
$463K -$1.51M -5,108 -77%
39 40
41
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