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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 %
LSAG
1301
Lake Street Advisors Group
New Hampshire
$412K +$165K +486 +67%
NDSI
1302
Newman Dignan & Sheerar Inc
Rhode Island
$409K -$22.5K -60 -5%
HAFS
1303
Hapanowicz & Associates Financial Services
Pennsylvania
$409K – – –
AC
1304
Alexandria Capital
Virginia
$409K – – –
FIA
1305
Foundations Investment Advisors
Arizona
$409K +$409K +1,207 New
CA
1306
Cullinan Associates
Kentucky
$407K – – –
Pacer Advisors
1307
Pacer Advisors
Pennsylvania
$407K +$142K +355 +54%
HPC
1308
Hobart Private Capital
North Carolina
$407K +$407K +1,200 New
GC
1309
GFG Capital
Florida
$406K -$2.03K -6 -0.5%
SMC
1310
Smith, Moore & Co
Missouri
$405K +$133K +392 +49%
RFM
1311
Royal Fund Management
Florida
$404K +$172K +508 +74%
SW
1312
SkyOak Wealth
Michigan
$403K – – –
MGIA
1313
Moneta Group Investment Advisors
Missouri
$402K -$164K -483 -29%
CC
1314
Chicago Capital
Illinois
$402K -$33.9K -100 -8%
Axa
1315
Axa
France
$399K -$3.39K -10 -0.8%
APWM
1316
Atlas Private Wealth Management
New York
$397K +$2.38K +7 +0.6%
EC
1317
Estate Counselors
Wisconsin
$397K +$397K +1,170 New
PGIM
1318
Pacific Global Investment Management
California
$396K -$138K -408 -26%
AFS
1319
Access Financial Services
Minnesota
$394K +$6.45K +19 +2%
KFA
1320
Kays Financial Advisory
Georgia
$391K – – –
KTC
1321
Kistler-Tiffany Companies
Pennsylvania
$391K – – –
CFG
1322
Citizens Financial Group
Rhode Island
$391K +$16.9K +50 +5%
CAG
1323
Curtis Advisory Group
California
$388K +$3.39K +10 +0.9%
FMW
1324
Farr Miller & Washington
District of Columbia
$388K +$6.77K +20 +2%
AFP
1325
Ausdal Financial Partners
Iowa
$386K -$56.3K -147 -13%
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