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 %
RCM
1101
Riverpark Capital Management
New York
$714K +$714K +2,106 New
EGA
1102
E&G Advisors
Texas
$708K -$3.39K -10 -0.5%
THWM
1103
Taylor Hoffman Wealth Management
Virginia
$707K -$16.6K -49 -2%
GRP
1104
Global Retirement Partners
California
$703K -$405K -1,194 -37%
RA
1105
RFG Advisory
Alabama
$702K +$95.6K +282 +16%
BCMO
1106
Buckingham Capital Management (Ohio)
Ohio
$701K -$102K -300 -13%
JWBC
1107
J.W. Burns & Co
New York
$701K +$11.9K +35 +2%
TYCC
1108
Texas Yale Capital Corp
Florida
$700K -$2.04K -6 -0.3%
CGL
1109
Clarius Group LLC
Washington
$699K +$31.5K +93 +5%
ANBT
1110
American National Bank & Trust
Texas
$699K +$52.5K +155 +8%
CA
1111
Calton & Associates
Florida
$693K -$94.3K -278 -12%
AA
1112
Ancora Advisors
Ohio
$693K +$114K +336 +20%
LWM
1113
Loveless Wealth Management
Montana
$688K -$25.4K -75 -4%
VNA
1114
Valley National Advisers
Pennsylvania
$687K -$6.1K -18 -0.9%
SFSIG
1115
San Francisco Sentry Investment Group
California
$685K -$20.4K -60 -3%
PFSC
1116
Peoples Financial Services Corp
Pennsylvania
$679K +$462K +1,365 +213%
UF
1117
Univest Financial
Pennsylvania
$678K -$246K -727 -27%
CPSAC
1118
Chas P. Smith & Associates (CPS)
Florida
$678K -$30.2K -89 -4%
SNBOSCI
1119
Security National Bank of Sioux City Iowa
Iowa
$678K – – –
OIM
1120
Opus Investment Management
Massachusetts
$678K – – –
QC
1121
Quadrature Capital
United Kingdom
$678K +$678K +2,000 New
RMAM
1122
Raab & Moskowitz Asset Management
New Jersey
$676K -$44K -130 -6%
PA
1123
Probity Advisors
Texas
$676K -$10.5K -31 -2%
DJSG
1124
D.J. St. Germain
Massachusetts
$671K +$3.05K +9 +0.5%
PNC
1125
Park National Corp
Ohio
$670K -$10.5K -31 -2%
43 44
45
46 47