LMT icon

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 %
HIC
1001
Hartline Investment Corp
Illinois
$914K -$841K -2,481 -48%
VRM
1002
Vectors Research Management
New York
$914K +$63.7K +188 +7%
BDF
1003
Balasa Dinverno & Foltz
$913K -$36.6K -108 -4%
FFN
1004
Focus Financial Network
Minnesota
$910K +$70.5K +208 +8%
MWA
1005
Moser Wealth Advisors
Washington
$904K +$678 +2 +0.1%
GCA
1006
Gradient Capital Advisors
California
$904K +$123K +362 +16%
EWM
1007
Empirical Wealth Management
Washington
$904K +$502K +1,480 +125%
MMA
1008
Miracle Mile Advisors
California
$899K +$681K +2,011 +313%
AIM
1009
Aspen Investment Management
Michigan
$898K -$33.9K -100 -4%
FDCDDQ
1010
Federation des caisses Desjardins du Quebec
Quebec, Canada
$889K +$16.9K +50 +2%
FBC
1011
Fairfield, Bush & Co
Connecticut
$886K -$129K -380 -13%
PPP
1012
Private Portfolio Partners
New Jersey
$881K +$196K +578 +29%
HIC
1013
Holderness Investments Company
North Carolina
$880K -$17K -50 -2%
NHC
1014
Nicholas Hoffman & Company
Georgia
$880K +$111K +327 +14%
IIA
1015
IPG Investment Advisors
California
$879K +$5.08K +15 +0.6%
CC
1016
Cognios Capital
Kansas
$876K +$876K +2,586 New
KCM
1017
Karp Capital Management
California
$874K -$52.9K -156 -6%
FWP
1018
FAS Wealth Partners
Kansas
$873K +$10.5K +31 +1%
TWA
1019
TCI Wealth Advisors
Arizona
$873K +$43.4K +128 +5%
BWM
1020
BigSur Wealth Management
Florida
$873K +$220K +650 +34%
ICM
1021
IMS Capital Management
Oregon
$872K -$60K -177 -6%
PVH
1022
Psagot Value Holdings
Israel
$870K -$1.23M -3,617 -58%
KPW
1023
Kore Private Wealth
New York
$870K -$116K -343 -12%
BC
1024
Burleson & Co
California
$863K +$4.92K +13 +0.6%
JCM
1025
Janney Capital Management
Pennsylvania
$859K +$119K +350 +16%
39 40
41
42 43