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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 %
OC
1401
Oarsman Capital
Wisconsin
$317K +$10.2K +30 +3%
HR
1402
Hayden Royal
North Carolina
$315K -$10.8K -32 -3%
DI
1403
DAGCO Inc
Ohio
$315K -$16.9K -50 -5%
AWA
1404
Acorn Wealth Advisors
Michigan
$315K +$9.94K +27 +3%
AF
1405
Allworth Financial
California
$314K +$32.2K +95 +11%
OFG
1406
Oxford Financial Group
Indiana
$314K +$314K +926 New
PCP
1407
Proficio Capital Partners
Massachusetts
$313K +$313K +837 New
CCM
1408
Coldstream Capital Management
Washington
$311K -$23.4K -69 -7%
CCA
1409
Clearwater Capital Advisors
Illinois
$311K -$15.6K -46 -5%
PWW
1410
Pettyjohn Wood & White
Virginia
$311K +$30.5K +90 +11%
GFP
1411
Gryphon Financial Partners
Ohio
$309K +$8.16K +24 +3%
PIA
1412
Perennial Investment Advisors
California
$308K -$1.01K -3 -0.3%
LF
1413
LifeSteps Financial
California
$308K – – –
MPI
1414
Mairs & Power Inc
Minnesota
$307K – – –
SW
1415
StrongBox Wealth
Missouri
$307K +$307K +906 New
WA
1416
WealthTrust Axiom
Pennsylvania
$306K -$16.9K -50 -5%
NAM
1417
NTV Asset Management
West Virginia
$306K – – –
AMC
1418
Asset Management Corp
Illinois
$306K +$1.36K +4 +0.4%
CIP
1419
Cornerstone Investment Partners
Georgia
$305K – – –
GFS
1420
GYL Financial Synergies
Connecticut
$304K -$14.6K -43 -5%
CB
1421
Community Bank
New York
$304K – – –
ONST
1422
Old North State Trust
North Carolina
$304K +$15.9K +47 +6%
ACM
1423
Argent Capital Management
Missouri
$303K -$33.9K -100 -10%
WIP
1424
Wellesley Investment Partners
Massachusetts
$303K -$12.5K -37 -4%
RWA
1425
River Wealth Advisors
Pennsylvania
$302K -$3.73K -11 -1%
55 56
57
58 59