LMT icon

Lockheed Martin
LMT

Overview Fund Activity

1,541 hedge funds and large institutions have $66.2B invested in Lockheed Martin in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 642 increasing their positions, 560 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,541
Holders Change
+43
Holders Change %
+2.87%
% of All Funds
33.41%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.78%
New
144
Increased
642
Reduced
560
Closed
82
Calls
$435M
Puts
$538M
Net Calls
-$104M
Net Calls Change
-$24.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$263M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$206M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$183M
4
Citadel Advisors
Citadel Advisors
Florida
+$177M
5
Capital World Investors
Capital World Investors
California
+$161M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$219M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$151M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$136M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$127M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
1276
River Wealth Advisors
Pennsylvania
$260K -$13.2K -44 -5%
CFA
1277
Carroll Financial Associates
North Carolina
$260K +$97.3K +324 +60%
HKAM
1278
Horizon Kinetics Asset Management
New York
$260K +$260K +866 New
LCM
1279
Liberty Capital Management
Michigan
$258K – – –
PCMC
1280
Private Capital Management (Colorado)
Colorado
$257K +$16.5K +55 +7%
VAM
1281
Verity Asset Management
North Carolina
$257K +$257K +855 New
LWIC
1282
Leith Wheeler Investment Counsel
British Columbia, Canada
$255K – – –
FDCC
1283
Foster Dykema Cabot & Co
Massachusetts
$255K – – –
ZB
1284
Zions Bancorporation
Utah
$255K +$255K +849 New
AWA
1285
Acorn Wealth Advisors
Michigan
$253K +$616 +2 +0.2%
PWPS
1286
Pinnacle Wealth Planning Services
Ohio
$252K +$3.3K +11 +1%
SPC
1287
Stewart & Patten Company
California
$252K +$252K +841 New
CL
1288
CPWM LLC
Washington
$250K -$6.02K -20 -2%
BP
1289
Ballentine Partners
Massachusetts
$250K +$9.6K +32 +4%
OSNBOA
1290
Old Second National Bank of Aurora
Illinois
$249K – – –
CB
1291
Cadence Bank
Mississippi
$248K – – –
BCM
1292
Becker Capital Management
Oregon
$248K +$248K +827 New
TAM
1293
Taurus Asset Management
New York
$247K -$18.9K -63 -7%
GFS
1294
GYL Financial Synergies
Connecticut
$247K -$3.91K -13 -2%
CWM
1295
Campbell Wealth Management
Virginia
$246K +$246K +819 New
EI
1296
Ellevest Inc
New York
$245K +$33.1K +110 +16%
CCM
1297
Coldstream Capital Management
Washington
$245K +$245K +817 New
LWA
1298
Lowe Wealth Advisors
Maryland
$244K – – –
LB
1299
Landmark Bank
Missouri
$243K -$92.5K -309 -28%
OAM
1300
Occidental Asset Management
California
$243K – – –
50 51
52
53 54