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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 %
GFPC
1026
Global Financial Private Capital
Florida
$858K +$857K +2,528 +84,267%
SVWAG
1027
Sound View Wealth Advisors Group
Georgia
$857K -$47.5K -140 -5%
FHA
1028
Flagship Harbor Advisors
Massachusetts
$857K -$3.05K -9 -0.4%
CFS
1029
CRA Financial Services
New Jersey
$857K +$477K +1,408 +126%
BCM
1030
Bourgeon Capital Management
Connecticut
$852K +$191K +565 +29%
RWA
1031
Ropes Wealth Advisors
Massachusetts
$849K – – –
AA
1032
Argent Advisors
Louisiana
$843K -$67.8K -200 -7%
CFA
1033
Cahill Financial Advisors
Minnesota
$840K -$159K -470 -16%
SW
1034
SteelPeak Wealth
California
$840K +$31.9K +94 +4%
CAM
1035
Carret Asset Management
New York
$838K +$102K +300 +14%
QSS
1036
Quantitative Systematic Strategies
Florida
$838K +$838K +2,473 New
ASC
1037
Atalanta Sosnoff Capital
New York
$836K +$4.07K +12 +0.5%
CCC
1038
Chelsea Counsel Company
California
$832K – – –
Fisher Asset Management
1039
Fisher Asset Management
Washington
$831K -$317K -935 -28%
SCM
1040
SOL Capital Management
Maryland
$831K -$6.78K -20 -0.8%
HKAM
1041
Horizon Kinetics Asset Management
New York
$830K +$537K +1,584 +183%
CM
1042
Castleark Management
Illinois
$824K +$824K +2,430 New
LWAC
1043
Laurel Wealth Advisors (California)
California
$813K -$437K -1,288 -35%
SXL
1044
Summit X LLC
Missouri
$812K -$3.71K -11 -0.5%
IRC
1045
Investors Research Corp
Georgia
$808K -$102K -300 -11%
RIA
1046
Realta Investment Advisors
Delaware
$807K -$246K -726 -23%
FNFDCM
1047
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$806K -$11.9K -35 -1%
9WM
1048
9258 Wealth Management
Ohio
$806K +$154K +406 +24%
BJL
1049
Brighton Jones LLC
Washington
$802K -$16.9K -50 -2%
GAMC
1050
Garner Asset Management Corp
Texas
$800K -$58K -171 -7%
40 41
42
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