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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 %
LB
1326
Legacy Bridge
Iowa
$386K +$23K +68 +6%
TFA
1327
Teamwork Financial Advisors
Texas
$386K +$386K +1,138 New
CIC
1328
Crawford Investment Counsel
Georgia
$381K -$221K -651 -37%
BBA
1329
Braun-Bostich & Associates
Pennsylvania
$380K +$15.9K +47 +4%
CBFP
1330
Cedar Brook Financial Partners
Ohio
$379K -$1.02K -3 -0.3%
PF
1331
Phoenix Financial
Israel
$379K +$379K +1,154 New
PCMC
1332
Paragon Capital Management (Colorado)
Colorado
$378K +$1.7K +5 +0.5%
FCA
1333
FinTrust Capital Advisors
South Carolina
$378K +$102K +302 +37%
UC
1334
Unio Capital
New Jersey
$376K +$64.8K +191 +21%
IC
1335
Inscription Capital
Texas
$375K -$52.5K -155 -12%
PFGIA
1336
Patriot Financial Group Insurance Agency
Massachusetts
$375K -$51.5K -152 -12%
NF
1337
Nikulski Financial
Iowa
$374K +$29.2K +86 +8%
HWM
1338
Howard Wealth Management
Connecticut
$373K -$30.8K -91 -8%
VAM
1339
Verity Asset Management
North Carolina
$371K +$62.7K +184 +20%
MCIA
1340
Mountain Capital Investment Advisors
Colorado
$368K +$145K +390 +65%
TSWM
1341
Triangle Securities Wealth Management
North Carolina
$367K -$10.2K -30 -3%
EGM
1342
Engineers Gate Manager
New York
$367K +$367K +1,083 New
SGK
1343
Steigerwald Gordon & Koch
Virginia
$366K -$69.5K -205 -16%
HC
1344
Hourglass Capital
Texas
$366K – – –
GLA
1345
Good Life Advisors
Pennsylvania
$365K +$18.4K +54 +5%
MA
1346
Modus Advisors
Minnesota
$363K -$334K -986 -48%
CCMW
1347
Cypress Capital Management (Wyoming)
Wyoming
$363K -$64.3K -190 -15%
AA
1348
AlphaMark Advisors
Kentucky
$360K +$20.3K +60 +6%
TBNY
1349
Trustco Bank (New York)
New York
$359K – – –
GEA
1350
Glen Eagle Advisors
New Jersey
$359K +$12.2K +36 +4%
52 53
54
55 56