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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 %
CF
1351
Copperwynd Financial
Arizona
$356K -$96.7K -285 -21%
KM
1352
Kalos Management
Georgia
$356K +$89.9K +250 +34%
CTA
1353
Colonial Trust Advisors
South Carolina
$355K +$30.2K +89 +9%
FDCC
1354
Foster Dykema Cabot & Co
Massachusetts
$355K +$67.5K +199 +23%
OPS
1355
Orion Portfolio Solutions
Nebraska
$353K -$392K -1,157 -53%
FHA
1356
First Horizon Advisors
Tennessee
$353K -$102K -302 -22%
CW
1357
CreativeOne Wealth
Kansas
$352K -$11.8K -35 -3%
MPPLM
1358
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$351K +$11.8K +92 +3%
BHBT
1359
Burke & Herbert Bank & Trust
Virginia
$348K -$1.35K -4 -0.4%
SIAS
1360
Shine Investment Advisory Services
Colorado
$348K – – –
AI
1361
Accredited Investors
Minnesota
$348K +$31.2K +92 +10%
3C
1362
361 Capital
Colorado
$348K +$348K +1,027 New
VWM
1363
Venturi Wealth Management
Texas
$348K +$348K +1,028 New
WP
1364
WMS Partners
Maryland
$346K -$46.8K -138 -12%
AP
1365
Americana Partners
Texas
$346K -$45.7K -135 -12%
WWM
1366
Windsor Wealth Management
Indiana
$346K +$11.9K +35 +4%
WFM
1367
Wolff Financial Management
Michigan
$346K +$15.6K +46 +5%
ARMT
1368
Amica Retiree Medical Trust
Rhode Island
$344K – – –
VDI
1369
Vaughan David Investments
Illinois
$343K – – –
JIC
1370
Joel Isaacson & Co
New York
$343K +$339 +1 +0.1%
ITIM
1371
Indiana Trust & Investment Management
Indiana
$343K +$45K +133 +15%
FAN
1372
Financial Advisors Network
California
$342K -$11.9K -35 -3%
WTB
1373
Washington Trust Bank
Washington
$340K -$99.2K -293 -23%
TF
1374
Tompkins Financial
New York
$339K -$11.9K -35 -3%
MFW
1375
Meristem Family Wealth
Minnesota
$339K -$2.72K -8 -0.8%
53 54
55
56 57