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Lockheed Martin
LMT

Overview Fund Activity

1,685 hedge funds and large institutions have $86.4B invested in Lockheed Martin in 2019 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 727 increasing their positions, 572 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,685
Holders Change
+70
Holders Change %
+4.33%
% of All Funds
37.01%
Holding in Top 10
76
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.14%
% of All Funds
1.67%
New
143
Increased
727
Reduced
572
Closed
61
Calls
$916M
Puts
$817M
Net Calls
+$99.1M
Net Calls Change
+$21.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$264M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$194M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$154M
4
GQG Partners
GQG Partners
Florida
+$140M
5
BlackRock
BlackRock
New York
+$129M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$461M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$367M
3
State Street
State Street
Massachusetts
-$230M
4
Capital World Investors
Capital World Investors
California
-$202M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
1501
Court Place Advisors
Maryland
$224K – – –
SFC
1502
SYM Financial Corp
Indiana
$224K +$224K +573 New
VCWA
1503
Vanguard Capital Wealth Advisors
Colorado
$222K – – –
FSA
1504
Fort Sheridan Advisors
Illinois
$222K +$222K +570 New
SHWM
1505
Smith & Howard Wealth Management
Georgia
$221K -$40.9K -105 -16%
NAMP
1506
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$218K – – –
LC
1507
Landaas & Company
Wisconsin
$218K – – –
PCMC
1508
Private Capital Management (Colorado)
Colorado
$216K -$79K -203 -27%
MBTD
1509
Mechanics Bank - Trust Department
California
$216K +$216K +555 New
WMA
1510
Wealth Management Associates
New Jersey
$216K +$216K +553 New
MAA
1511
Mraz Amerine & Associates
California
$215K – – –
MCIA
1512
Mountain Capital Investment Advisors
Colorado
$215K +$1.17K +3 +0.5%
PP
1513
PDS Planning
Ohio
$215K +$215K +552 New
FMWA
1514
Forvis Mazars Wealth Advisors
Missouri
$215K +$215K +552 New
ATPW
1515
Ashton Thomas Private Wealth
Arizona
$214K +$214K +550 New
ML
1516
McAdam LLC
Pennsylvania
$214K +$214K +549 New
WCAMG
1517
Woodard & Company Asset Management Group
North Carolina
$213K +$213K +545 New
ABTD
1518
Arvest Bank Trust Division
Oklahoma
$212K +$212K +543 New
MFS
1519
Madrona Financial Services
Washington
$211K -$12.1K -31 -5%
TSW
1520
Thompson Siegel & Walmsley
Virginia
$211K +$56.6K +145 +37%
MF
1521
Madrona Funds
Washington
$211K +$211K +540 New
AAM
1522
Arabesque Asset Management
United Kingdom
$211K +$211K +540 New
SCM
1523
Southport Capital Management
Tennessee
$211K +$211K +541 New
HCA
1524
Heck Capital Advisors
Wisconsin
$210K +$8.19K +21 +4%
WCM
1525
Whitener Capital Management
North Carolina
$210K +$8.94K +23 +4%
59 60
61
62 63