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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 %
GIM
1426
Groesbeck Investment Management
New Jersey
$300K +$100K +295 +50%
TC
1427
Truvestments Capital
Florida
$299K -$639K -1,888 -68%
RWM
1428
Reston Wealth Management
Virginia
$299K -$6.1K -18 -2%
ICM
1429
Islay Capital Management
Texas
$299K +$116K +341 +63%
KTM
1430
Keeler Thomas Management
Utah
$299K +$299K +883 New
DWA
1431
Dorsey Wright & Associates
California
$298K +$298K +880 New
SWM
1432
Sculati Wealth Management
Michigan
$298K +$298K +880 New
Dodge & Cox
1433
Dodge & Cox
California
$297K – – –
RMDI
1434
R.M. Davis Inc
Maine
$295K – – –
PWAG
1435
Polaris Wealth Advisory Group
California
$291K -$3.39K -10 -1%
LCM
1436
Liberty Capital Management
Michigan
$291K – – –
CPA
1437
Clear Perspective Advisors
Illinois
$290K -$4.75K -14 -2%
MCM
1438
Mainstay Capital Management
Michigan
$290K – – –
SPC
1439
Stewart & Patten Company
California
$290K +$5.08K +15 +2%
LWIC
1440
Leith Wheeler Investment Counsel
British Columbia, Canada
$288K – – –
NWS
1441
Newport Wealth Strategies
California
$285K +$285K +749 New
HFP
1442
Holistic Financial Partners
Indiana
$283K -$27.8K -82 -9%
FCFC
1443
First Commonwealth Financial Corp
Pennsylvania
$280K -$111K -329 -28%
FFC
1444
First Financial Corp
Indiana
$280K -$9.18K -27 -3%
SFS
1445
Summit Financial Strategies
Ohio
$280K +$4.07K +12 +1%
QT
1446
Quantbot Technologies
New York
$280K +$280K +829 New
BCM
1447
Barometer Capital Management
Ontario, Canada
$280K -$76.3K -225 -21%
BCM
1448
Becker Capital Management
Oregon
$279K -$1.02K -3 -0.4%
Fiera Capital (Canada)
1449
Fiera Capital (Canada)
Quebec, Canada
$278K -$12.2K -36 -4%
EIM
1450
Essex Investment Management
Massachusetts
$276K +$254K +750 +1,154%
56 57
58
59 60