LMT icon

Lockheed Martin
LMT

Overview Fund Activity

1,465 hedge funds and large institutions have $76.5B invested in Lockheed Martin in 2018 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 567 increasing their positions, 546 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,465
Holders Change
+16
Holders Change %
+1.1%
% of All Funds
33.55%
Holding in Top 10
59
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+47.5%
% of All Funds
1.35%
New
103
Increased
567
Reduced
546
Closed
72
Calls
$550M
Puts
$636M
Net Calls
-$86.1M
Net Calls Change
+$153M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$815M
2
Citadel Advisors
Citadel Advisors
Florida
+$432M
3
Capital International Investors
Capital International Investors
California
+$387M
4
Ameriprise
Ameriprise
Minnesota
+$385M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$111M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$323M
2
Capital World Investors
Capital World Investors
California
-$263M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$249M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$238M
5
APG Asset Management
APG Asset Management
Netherlands
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
ITIM
1201
Indiana Trust & Investment Management
Indiana
$285K – – –
HK
1202
Horizon Kinetics
New York
$285K +$13.8K +40 +5%
VCM
1203
Versant Capital Management
Arizona
$282K -$2.42K -7 -0.8%
ET
1204
Equitable Trust
Tennessee
$282K -$1.73K -5 -0.6%
DE
1205
Day & Ennis
Georgia
$280K – – –
VA
1206
Valmark Advisers
Ohio
$280K – – –
OAM
1207
Occidental Asset Management
California
$280K – – –
NF
1208
Nikulski Financial
Iowa
$279K +$34.9K +119 +14%
QCG
1209
Quadrant Capital Group
Ohio
$277K +$2.65K +8 +1%
PPCM
1210
Pillar Pacific Capital Management
California
$277K +$5.87K +17 +2%
PV
1211
Private Vista
Illinois
$275K -$8.65K -25 -3%
PCA
1212
Personal Capital Advisors
California
$274K -$24.9K -72 -8%
SIM
1213
Sadoff Investment Management
Wisconsin
$274K – – –
RWM
1214
Ritholtz Wealth Management
New York
$274K +$9.01K +26 +3%
BAAM
1215
Baker Avenue Asset Management
California
$274K +$8.98K +26 +3%
MYIA
1216
Mount Yale Investment Advisors
Colorado
$270K +$12.1K +39 +5%
FFC
1217
First Financial Corp
Indiana
$268K – – –
LWA
1218
Lenox Wealth Advisors
New York
$268K +$173K +500 +182%
PS
1219
Portfolio Strategies
New York
$267K – – –
RPA
1220
Rock Point Advisors
Vermont
$265K – – –
BS
1221
Boenning & Scattergood
Pennsylvania
$261K – – –
ALIONA
1222
Allianz Life Insurance of North America
Minnesota
$261K +$261K +754 New
UC
1223
Unio Capital
New Jersey
$259K -$111K -320 -30%
SPC
1224
Stewart & Patten Company
California
$259K – – –
ACM
1225
AUA Capital Management
Pennsylvania
$259K – – –
47 48
49
50 51