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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 %
VDI
1101
Vaughan David Investments
Illinois
$353K +$13.6K +46 +4%
WIC
1102
Woodmont Investment Counsel
Tennessee
$351K -$28.9K -98 -8%
HI
1103
Hudock Inc
Pennsylvania
$351K -$6.5K -22 -2%
BHBT
1104
Burke & Herbert Bank & Trust
Virginia
$349K -$15.1K -51 -4%
ACG
1105
Allen Capital Group
Nebraska
$347K -$17.7K -60 -5%
EM
1106
Excalibur Management
Massachusetts
$347K – – –
AFS
1107
Access Financial Services
Minnesota
$345K -$94.5K -320 -22%
NB
1108
Nicolet Bankshares
Wisconsin
$345K – – –
MCWS
1109
McKinley Carter Wealth Services
West Virginia
$344K +$295 +1 +0.1%
WP
1110
WMS Partners
Maryland
$341K -$39.9K -135 -10%
FPCG
1111
Fort Pitt Capital Group
Pennsylvania
$341K +$25.7K +87 +8%
WKWM
1112
Walter & Keenan Wealth Management
Indiana
$339K +$14.8K +50 +5%
SHWM
1113
Smith & Howard Wealth Management
Georgia
$337K -$38.4K -130 -10%
HF
1114
HRT Financial
New York
$336K -$3.53M -11,966 -91%
CPSAC
1115
Chas P. Smith & Associates (CPS)
Florida
$336K -$17.7K -60 -5%
FCAG
1116
First Capital Advisors Group
New Jersey
$335K -$2.66K -9 -0.8%
HCM
1117
Harvest Capital Management
New Hampshire
$332K +$332K +1,124 New
WIM
1118
Westside Investment Management
California
$329K -$897 -3 -0.3%
HFM
1119
Harvest Fund Management
China
$327K -$181K -615 -36%
TC
1120
Toews Corporation
New Jersey
$325K -$532K -1,800 -62%
BCWM
1121
Blue Chip Wealth Management
Florida
$324K +$9.15K +31 +3%
JIC
1122
Joel Isaacson & Co
New York
$324K +$103K +349 +47%
TNAM
1123
Terra Nova Asset Management
New York
$322K – – –
MA
1124
MCF Advisors
Kentucky
$322K +$295 +1 +0.1%
AC
1125
Abbrea Capital
California
$321K -$8.86K -30 -3%
43 44
45
46 47