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Lockheed Martin
LMT

Overview Fund Activity

1,541 hedge funds and large institutions have $66.2B invested in Lockheed Martin in 2019 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 642 increasing their positions, 560 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,541
Holders Change
+43
Holders Change %
+2.87%
% of All Funds
33.41%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.78%
New
144
Increased
642
Reduced
560
Closed
82
Calls
$435M
Puts
$538M
Net Calls
-$104M
Net Calls Change
-$24.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$263M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$206M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$183M
4
Citadel Advisors
Citadel Advisors
Florida
+$177M
5
Capital World Investors
Capital World Investors
California
+$161M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$219M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$151M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$136M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$127M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
1401
Pathstone Family Office
New Jersey
$124K -$145K -478 -54%
BWA
1402
Burt Wealth Advisors
Maryland
$123K – – –
CPA
1403
Cowen Prime Advisors
New York
$120K – – –
GAM
1404
Gemmer Asset Management
California
$119K -$4.5K -15 -4%
HCM
1405
HMS Capital Management
Tennessee
$116K -$774K -2,582 -87%
PO
1406
Private Ocean
California
$116K – – –
MFT
1407
Moisand Fitzgerald Tamayo
Florida
$116K +$103K +342 +777%
MWM
1408
Mascoma Wealth Management
New Hampshire
$113K – – –
RA
1409
Rational Advisors
New York
$113K +$61K +204 +117%
BWM
1410
Baystate Wealth Management
Massachusetts
$112K -$1.66K -5 -1%
VC
1411
Vestor Capital
Illinois
$110K -$43.7K -145 -28%
DBT
1412
Dubuque Bank & Trust
Iowa
$107K +$8.74K +29 +9%
BWM
1413
BerganKDV Wealth Management
Minnesota
$105K – – –
GTAM
1414
Global Trust Asset Management
Florida
$105K – – –
HCM
1415
Highlander Capital Management
New Jersey
$105K +$30K +100 +40%
SCM
1416
Silvant Capital Management
Georgia
$101K – – –
TFA
1417
Toth Financial Advisory
Virginia
$96K – – –
RWG
1418
Regal Wealth Group
California
$92K – – –
WEC
1419
Winslow Evans & Crocker
Massachusetts
$90K +$5.51K +18 +7%
BEI
1420
Benjamin Edwards Inc
Missouri
$86K +$86K +287 New
CBT
1421
Central Bank & Trust
Kentucky
$82K -$31.4K -104 -28%
PMFA
1422
Plante Moran Financial Advisors
Michigan
$80K -$44.8K -150 -36%
PB
1423
Pinnacle Bancorp
Nebraska
$80K +$3.02K +10 +4%
PCM
1424
Penserra Capital Management
California
$79K +$32.5K +109 +70%
LGWM
1425
Litman Gregory Wealth Management
California
$76K – – –
55 56
57
58 59