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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 %
DAM
1151
Diamant Asset Management
Connecticut
$630K – – –
PAI
1152
Pittenger & Anderson Inc
Nebraska
$628K +$127K +376 +25%
VIA
1153
Vident Investment Advisory
Georgia
$626K +$278K +822 +80%
RIM
1154
Rampart Investment Management
Connecticut
$625K -$1.15M -3,407 -65%
NFG
1155
Nations Financial Group
Iowa
$624K -$83.1K -245 -12%
MWC
1156
MBM Wealth Consultants
Missouri
$623K +$16.6K +49 +3%
BAS
1157
Brown Advisory Securities
Maryland
$622K +$622K +1,691 New
GA
1158
Geller Advisors
New York
$619K +$12.6K +37 +2%
SG
1159
StoneX Group
New York
$618K -$136K -401 -18%
CB
1160
CNB Bank
Pennsylvania
$617K +$191K +565 +45%
IFWM
1161
Institute for Wealth Management
Colorado
$615K +$678 +2 +0.1%
BST
1162
Bath Savings Trust
Maine
$613K – – –
CCMD
1163
Cypress Capital Management (Delaware)
Delaware
$612K – – –
EMG
1164
Ellington Management Group
Connecticut
$610K +$305K +900 +100%
HI
1165
Hudock Inc
Pennsylvania
$605K +$86K +254 +17%
AWM
1166
Altium Wealth Management
New York
$605K +$139K +410 +30%
SA
1167
Strategic Advisors
New York
$603K -$13K -36 -2%
22CM
1168
20/20 Capital Management
California
$603K +$242K +643 +67%
MCG
1169
MACRO Consulting Group
New Jersey
$603K +$603K +1,600 New
BRG
1170
Bay Rivers Group
Virginia
$602K -$59.7K -176 -9%
EHC
1171
Everett Harris & Co
California
$602K +$22.4K +66 +4%
TNA
1172
True North Advisors
Texas
$600K -$7.11K -21 -1%
AWM
1173
Avitas Wealth Management
California
$599K -$656K -1,934 -52%
WBG
1174
Wharton Business Group
Pennsylvania
$594K -$150K -442 -20%
CIG
1175
Consolidated Investment Group
Colorado
$593K +$593K +1,750 New
45 46
47
48 49