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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 %
NF
1201
Nikulski Financial
Iowa
$246K +$5.92K +20 +2%
ITIM
1202
Indiana Trust & Investment Management
Indiana
$244K -$19.2K -65 -7%
AWA
1203
Acorn Wealth Advisors
Michigan
$244K +$599 +2 +0.2%
VCM
1204
Versant Capital Management
Arizona
$243K -$4.42K -15 -2%
BP
1205
Ballentine Partners
Massachusetts
$242K -$15.4K -52 -6%
PV
1206
Private Vista
Illinois
$242K -$4.13K -14 -2%
ET
1207
Equitable Trust
Tennessee
$242K +$242K +820 New
EIA
1208
Edgemoor Investment Advisors
Maryland
$240K – – –
B
1209
Bailard
California
$239K -$99.4K -337 -29%
PWAG
1210
Polaris Wealth Advisory Group
California
$239K -$37.2K -110 -13%
HA
1211
Hays Advisory
Tennessee
$239K -$22.2K -75 -8%
VA
1212
Valmark Advisers
Ohio
$239K – – –
DE
1213
Day & Ennis
Georgia
$239K +$17.4K +59 +8%
OAM
1214
Occidental Asset Management
California
$239K +$58.6K +198 +32%
CGL
1215
Clarius Group LLC
Washington
$237K +$237K +801 New
PP
1216
Paloma Partners
Connecticut
$236K -$7.08M -24,001 -97%
SIM
1217
Sadoff Investment Management
Wisconsin
$234K -$4.44K -15 -2%
MFG
1218
Merit Financial Group
Georgia
$234K +$24.8K +84 +12%
QCG
1219
Quadrant Capital Group
Ohio
$233K -$10.4K -37 -4%
JIP
1220
Jaffetilchin Investment Partners
Florida
$233K +$233K +789 New
REMPR
1221
Roof Eidam Maycock Peralta (REMP)
California
$232K – – –
HK
1222
Horizon Kinetics
New York
$232K – – –
H
1223
HoyleCohen
California
$232K +$19.2K +65 +9%
PPCM
1224
Pillar Pacific Capital Management
California
$232K +$232K +785 New
WPP
1225
Whalerock Point Partners
Rhode Island
$230K -$253K -856 -52%
47 48
49
50 51