LMT icon

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 %
DLA
1476
Douglas Lane & Associates
New York
$255K -$9.83K -29 -4%
BPB
1477
Badgley, Phelps & Bell
Washington
$255K +$42.7K +126 +20%
MAM
1478
Marotta Asset Management
Virginia
$254K – – –
DHFB
1479
Dixon Hubard Feinour & Brown
Virginia
$252K – – –
PCTC
1480
Perkins Coie Trust Company
Washington
$252K – – –
EP
1481
Eudaimonia Partners
Tennessee
$251K +$17.3K +51 +7%
MTC
1482
McDaniel Terry & Co
Texas
$250K +$45.1K +133 +22%
EPA
1483
Element Pointe Advisors
Florida
$249K -$9.81K -29 -4%
IPW
1484
Inlet Private Wealth
Florida
$249K – – –
GC
1485
Grimes & Company
Massachusetts
$247K – – –
PFBT
1486
Parkside Financial Bank & Trust
Missouri
$246K -$7.79K -23 -3%
DCM
1487
Davis Capital Management
Florida
$246K +$246K +727 New
OSAM
1488
O'Shaughnessy Asset Management
Connecticut
$245K -$32.5K -96 -12%
FPA
1489
First Pacific Advisors
California
$244K -$341K -1,005 -58%
OSNBOA
1490
Old Second National Bank of Aurora
Illinois
$244K – – –
Credit Agricole
1491
Credit Agricole
France
$243K -$4.47M -13,221 -95%
PA
1492
PSI Advisors
Florida
$243K -$23K -68 -9%
WIA
1493
World Investment Advisors
California
$242K +$9.49K +28 +4%
SSWM
1494
Sheets Smith Wealth Management
North Carolina
$242K +$11.8K +35 +5%
SIM
1495
Stratos Investment Management
Ohio
$241K -$239K -703 -50%
CT
1496
Cambridge Trust
Massachusetts
$241K -$13.9K -41 -5%
VCM
1497
Versant Capital Management
Arizona
$241K +$2.03K +6 +0.8%
GTAM
1498
Global Trust Asset Management
Florida
$240K +$118K +337 +96%
LWA
1499
Lowe Wealth Advisors
Maryland
$239K -$67.7K -200 -22%
FNBOSM
1500
First National Bank of South Miami
Florida
$238K -$1.7K -5 -0.7%
58 59
60
61 62