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Lockheed Martin
LMT

Overview Fund Activity

1,685 hedge funds and large institutions have $86.4B invested in Lockheed Martin in 2019 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 727 increasing their positions, 572 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,685
Holders Change
+70
Holders Change %
+4.33%
% of All Funds
37.01%
Holding in Top 10
76
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.14%
% of All Funds
1.67%
New
143
Increased
727
Reduced
572
Closed
61
Calls
$916M
Puts
$817M
Net Calls
+$99.1M
Net Calls Change
+$21.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$264M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$194M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$154M
4
GQG Partners
GQG Partners
Florida
+$140M
5
BlackRock
BlackRock
New York
+$129M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$461M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$367M
3
State Street
State Street
Massachusetts
-$230M
4
Capital World Investors
Capital World Investors
California
-$202M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
1326
Clear Perspective Advisors
Illinois
$368K – – –
MFW
1327
Mosaic Family Wealth
Missouri
$367K +$10.2K +26 +3%
IWA
1328
Intercontinental Wealth Advisors
Texas
$363K -$3.9K -10 -1%
WIP
1329
Wellesley Investment Partners
Massachusetts
$363K +$5.85K +15 +2%
WP
1330
WealthPLAN Partners
Nebraska
$363K +$12.8K +33 +4%
SGK
1331
Steigerwald Gordon & Koch
Virginia
$362K -$1.56K -4 -0.4%
PWAG
1332
Polaris Wealth Advisory Group
California
$362K +$34K +90 +10%
WFM
1333
Wolff Financial Management
Michigan
$362K +$102K +262 +39%
TA
1334
TCG Advisors
Texas
$362K +$362K +929 New
BCWM
1335
Blue Chip Wealth Management
Florida
$361K +$10.1K +26 +3%
HFP
1336
Holistic Financial Partners
Indiana
$360K -$1.17K -3 -0.3%
BBA
1337
Braun-Bostich & Associates
Pennsylvania
$360K +$217K +557 +152%
RWM
1338
Reston Wealth Management
Virginia
$359K +$15.2K +39 +4%
NF
1339
Nikulski Financial
Iowa
$359K +$82.1K +215 +30%
ONST
1340
Old North State Trust
North Carolina
$354K +$15.6K +40 +5%
NAM
1341
NTV Asset Management
West Virginia
$353K – – –
OC
1342
Oarsman Capital
Wisconsin
$353K – – –
STA
1343
Summit Trail Advisors
New York
$352K +$67.6K +173 +24%
ER
1344
Enlightenment Research
Florida
$351K -$195K -500 -36%
GFS
1345
GYL Financial Synergies
Connecticut
$351K -$8.57K -22 -2%
CIP
1346
Cornerstone Investment Partners
Georgia
$351K -$4.68K -12 -1%
NC
1347
Noked Capital
Israel
$351K – – –
NI
1348
Noked Israel
Israel
$351K – – –
FPCG
1349
Fort Pitt Capital Group
Pennsylvania
$351K +$351K +900 New
BIA
1350
BHK Investment Advisors
Alabama
$350K -$181K -464 -34%
52 53
54
55 56