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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 %
T
1376
TrueFG
Texas
$339K – – –
TPWA
1377
TRUE Private Wealth Advisors
Oregon
$338K -$50.5K -149 -13%
CFA
1378
Carroll Financial Associates
North Carolina
$337K -$36.2K -107 -10%
AWA
1379
Arkadios Wealth Advisors
Georgia
$336K +$10.9K +32 +3%
RTC
1380
Riverview Trust Company
Washington
$336K – – –
MA
1381
MCF Advisors
Kentucky
$336K – – –
CCT
1382
Country Club Trust
Missouri
$335K -$1.75K -5 -0.5%
SSW
1383
Smith Shellnut Wilson
Mississippi
$335K – – –
BCWM
1384
Blue Chip Wealth Management
Florida
$334K +$15.2K +45 +5%
QAM
1385
QCI Asset Management
New York
$333K -$8.49K -25 -2%
GIA
1386
Gladstone Institutional Advisory
Florida
$333K +$127K +375 +62%
MIC
1387
Means Investment Company
Maine
$332K -$5.32K -14 -2%
GEM
1388
Global Endowment Management
North Carolina
$332K – – –
TCM
1389
Telos Capital Management
California
$331K -$26.5K -78 -7%
SIC
1390
Sigma Investment Counselors
Michigan
$327K – – –
CA
1391
Cornerstone Advisory
Maryland
$326K +$16.3K +48 +5%
LC
1392
Lindbrook Capital
California
$325K +$38K +112 +13%
PWMG
1393
Prestige Wealth Management Group
New Jersey
$324K -$229K -675 -41%
DAM
1394
Delta Asset Management
Tennessee
$322K -$6.44K -19 -2%
FMC
1395
First Merchants Corp
Indiana
$321K -$1.35K -4 -0.4%
FEM
1396
Fulcrum Equity Management
Texas
$320K -$76.9K -227 -19%
BMO
1397
Beck Mack & Oliver
New York
$320K – – –
PWS
1398
Private Wealth Strategies
Ohio
$320K +$2.03K +6 +0.6%
TFO
1399
Tarbox Family Office
California
$319K -$1.36K -4 -0.4%
VPIM
1400
Vanguard Personalized Indexing Management
California
$319K +$319K +941 New
54 55
56
57 58