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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 %
BWM
1226
BT Wealth Management
Georgia
$503K – – –
WCM
1227
Wunderlich Capital Managemnt
Tennessee
$503K +$5.76K +17 +1%
DIP
1228
DT Investment Partners
Pennsylvania
$502K -$48.8K -144 -9%
CIM
1229
CIM Investment Management
Pennsylvania
$502K +$14.2K +42 +3%
CP
1230
Camelot Portfolios
Ohio
$501K -$954K -2,813 -66%
PFT
1231
Providence First Trust
Arizona
$501K – – –
HAS
1232
HBW Advisory Services
California
$498K -$51.5K -152 -9%
APW
1233
Aurora Private Wealth
New Jersey
$498K +$498K +1,469 New
MCM
1234
Marathon Capital Management
Maryland
$496K +$37.3K +110 +8%
MM
1235
Meridian Management
Arkansas
$495K – – –
SYBT
1236
Stock Yards Bank & Trust
Kentucky
$495K +$72.8K +215 +17%
UR
1237
USCA RIA
Texas
$495K +$124K +366 +33%
CWM
1238
Centric Wealth Management
Illinois
$494K -$67.3K -178 -12%
AIP
1239
Almanack Investment Partners
Pennsylvania
$494K +$151K +445 +44%
EF
1240
Empirical Finance
Pennsylvania
$492K +$179K +529 +57%
CWM
1241
Campbell Wealth Management
Virginia
$490K -$161K -474 -25%
PP
1242
PagnatoKarp Partners
Virginia
$490K +$91.8K +271 +23%
GFPC
1243
Global Financial Private Client
Florida
$488K +$235K +694 +93%
MYIA
1244
Mount Yale Investment Advisors
Colorado
$484K +$104K +308 +28%
ZCA
1245
Zeke Capital Advisors
Pennsylvania
$483K -$1.73M -5,109 -78%
MC
1246
Matisse Capital
Oregon
$483K -$78K -230 -14%
CWM
1247
Confluence Wealth Management
Oregon
$483K -$17.3K -51 -3%
ACM
1248
AlphaStar Capital Management
North Carolina
$477K -$350K -937 -42%
ADL
1249
Asset Dedication LLC
California
$475K -$279K -817 -37%
NQWM
1250
Northwest Quadrant Wealth Management
Oregon
$472K +$3.39K +9 +0.7%
48 49
50
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