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Lockheed Martin
LMT

Overview Fund Activity

1,449 hedge funds and large institutions have $65.5B invested in Lockheed Martin in 2018 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 581 increasing their positions, 546 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,449
Holders Change
-10
Holders Change %
-0.69%
% of All Funds
33.22%
Holding in Top 10
40
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-48.05%
% of All Funds
0.92%
New
92
Increased
581
Reduced
546
Closed
85
Calls
$453M
Puts
$692M
Net Calls
-$240M
Net Calls Change
-$22.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$597M
2
Bank of America
Bank of America
North Carolina
+$296M
3
CSIA
Charles Schwab Investment Advisory
California
+$240M
4
American Century Companies
American Century Companies
Missouri
+$207M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$188M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$581M
2
State Street
State Street
Massachusetts
-$229M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$228M
4
Capital International Investors
Capital International Investors
California
-$144M
5
WRF
Waddell & Reed Financial
Kansas
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1351
Avestar Capital
New York
$56K +$276 +1 +0.5%
LWS
1352
Lucia Wealth Services
California
$56K +$16.2K +55 +41%
IWP
1353
Icon Wealth Partners
Texas
$56K +$56K +191 New
SWMG
1354
Signature Wealth Management Group
Georgia
$53K – – –
FWM
1355
Focused Wealth Management
New York
$52K – – –
CWM
1356
Catamount Wealth Management
Connecticut
$50K +$5.35K +17 +12%
NSIM
1357
North Star Investment Management
Illinois
$49K +$295 +1 +0.6%
TG
1358
TLP Group
Illinois
$48K +$48K +164 New
WAS
1359
Winch Advisory Services
Wisconsin
$46K +$5.68K +19 +14%
BWA
1360
BDO Wealth Advisors
Florida
$45K +$5.96K +20 +15%
CLOS
1361
Compagnie Lombard Odier SCmA
Switzerland
$44K – – –
JWA
1362
JFS Wealth Advisors
Pennsylvania
$44K – – –
BCM
1363
Blume Capital Management
California
$44K – – –
HT
1364
Heritage Trust
Oklahoma
$44K – – –
RA
1365
Rational Advisors
New York
$44K +$41.9K +143 +2,043%
EWM
1366
Edge Wealth Management
New York
$43K – – –
KL
1367
KWMG LLC
Kansas
$42K +$42K +143 New
JAM
1368
Jolley Asset Management
North Carolina
$41K – – –
WAM
1369
Watermark Asset Management
California
$41K – – –
PFA
1370
Pathway Financial Advisors
Vermont
$41K – – –
CAL
1371
Capital Analysts LLC
Pennsylvania
$41K +$293 +1 +0.7%
AWM
1372
Avior Wealth Management
Nebraska
$40K -$5.93K -20 -13%
CA
1373
Crewe Advisors
Utah
$40K -$2.69K -9 -6%
TCM
1374
Tradewinds Capital Management
Washington
$39K – – –
IGGA
1375
Iron Gate Global Advisors
Utah
$39K +$39K +132 New
53 54
55
56 57