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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 %
NAS
1451
Nicolet Advisory Services
Wisconsin
$275K -$6.78K -20 -2%
UBV
1452
United Bank (Virginia)
Virginia
$274K – – –
QI
1453
Qtron Investments
Massachusetts
$273K – – –
GWM
1454
Gray Wealth Management
Maine
$272K +$272K +808 New
AW
1455
Alpha Windward
Massachusetts
$271K -$12.2K -36 -4%
FWCM
1456
First Western Capital Management
California
$271K -$6.44K -19 -2%
YIA
1457
YHB Investment Advisors
Connecticut
$270K +$7.12K +21 +3%
SAM
1458
SignalPoint Asset Management
Missouri
$270K +$13.5K +40 +5%
PIA
1459
Powell Investment Advisors
Florida
$268K +$339 +1 +0.1%
KTA
1460
Keeley-Teton Advisors
Illinois
$267K -$66.4K -196 -20%
OAM
1461
Occidental Asset Management
California
$264K -$4.75K -14 -2%
MS
1462
Maven Securities
Jersey
$264K +$264K +780 New
DCM
1463
Dimension Capital Management
Florida
$263K – – –
BFIM
1464
Beese Fulmer Investment Management
Ohio
$262K – – –
BIA
1465
BHK Investment Advisors
Alabama
$262K +$16.9K +50 +7%
OMC
1466
Old Mission Capital
Illinois
$262K +$262K +772 New
ET
1467
Equitable Trust
Tennessee
$261K -$107K -316 -29%
RPA
1468
Rock Point Advisors
Vermont
$261K – – –
CWM
1469
Cornerstone Wealth Management
Missouri
$260K +$4.41K +13 +2%
RWM
1470
Ritholtz Wealth Management
New York
$259K -$25.1K -74 -9%
WLIM
1471
White Lighthouse Investment Management
Massachusetts
$259K +$5.42K +16 +2%
ER
1472
Enlightenment Research
Florida
$259K +$259K +700 New
Jones Financial Companies
1473
Jones Financial Companies
Missouri
$258K -$354K -1,044 -58%
PV
1474
Private Vista
Illinois
$257K +$10.5K +31 +4%
EIA
1475
Edgemoor Investment Advisors
Maryland
$257K +$15.2K +45 +6%
57 58
59
60 61