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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 %
CA
1026
Clearstead Advisors
Ohio
$463K +$8.56K +29 +2%
PCIA
1027
Prime Capital Investment Advisors
Kansas
$462K +$95.9K +325 +26%
CG
1028
Caprock Group
Idaho
$461K -$19.8K -67 -4%
TF
1029
Tompkins Financial
New York
$461K -$7.38K -25 -2%
CWM
1030
Confluence Wealth Management
Oregon
$460K +$93.4K +316 +25%
LWAC
1031
Laurel Wealth Advisors (California)
California
$459K +$43.7K +148 +11%
ACM
1032
AlphaStar Capital Management
North Carolina
$455K +$5.91K +20 +1%
BA
1033
BKS Advisors
Michigan
$455K +$89.2K +302 +24%
GHAM
1034
Gilman Hill Asset Management
Connecticut
$454K -$111K -375 -20%
GP
1035
Geneva Partners
Wisconsin
$454K -$26K -88 -5%
WA
1036
WealthTrust-Arizona
Arizona
$454K – – –
CF
1037
Copperwynd Financial
Arizona
$453K – – –
BMO
1038
Beck Mack & Oliver
New York
$453K +$187K +633 +70%
CHA
1039
Cedar Hill Associates
Illinois
$450K – – –
CIC
1040
Crawford Investment Counsel
Georgia
$448K -$9.75K -33 -2%
Lido Advisors
1041
Lido Advisors
California
$446K +$446K +1,511 New
FPIS
1042
Financial Planning & Information Services
Wisconsin
$445K – – –
PCM
1043
Prelude Capital Management
New York
$443K -$29.3K -99 -6%
KLWA
1044
Kelly Lawrence W & Associates
California
$443K – – –
PTB
1045
Pioneer Trust Bank
Oregon
$443K – – –
GXMC
1046
Global X Management Company
New York
$441K +$66.2K +224 +18%
JCM
1047
Jacobi Capital Management
Pennsylvania
$438K +$89.1K +302 +26%
CBN
1048
Cadence Bank NA
Texas
$436K – – –
CCMW
1049
Cypress Capital Management (Wyoming)
Wyoming
$436K – – –
GCA
1050
Gideon Capital Advisors
New York
$428K +$428K +1,450 New
40 41
42
43 44