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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 %
DWA
1501
Dougherty Wealth Advisers
Minnesota
$238K – – –
MWM
1502
Mission Wealth Management
California
$237K -$280K -825 -54%
CA
1503
Crumly & Associates
Illinois
$237K – – –
MFW
1504
Mosaic Family Wealth
Missouri
$237K +$13.9K +41 +6%
AIA
1505
Angeles Investment Advisors
California
$236K +$5.43K +14 +2%
DIM
1506
DC Investments Management
Virginia
$236K +$236K +696 New
PS
1507
Portfolio Strategies
New York
$235K – – –
ATFA
1508
All Terrain Financial Advisors
Minnesota
$235K +$235K +694 New
CNB
1509
Camden National Bank
Maine
$234K -$24.8K -73 -10%
SC
1510
Scholtz & Company
Connecticut
$234K -$18.7K -55 -7%
EI
1511
Ellevest Inc
New York
$234K -$339 -1 -0.1%
LDFR
1512
Lehman & Derafelo Financial Resources
Pennsylvania
$234K – – –
NG
1513
NatWest Group
United Kingdom
$234K +$234K +690 New
NCM
1514
Noesis Capital Mangement
Florida
$234K -$8.47K -25 -3%
CG
1515
CFO4Life Group
Texas
$233K +$1.35K +4 +0.6%
FFG
1516
Frisch Financial Group
New York
$232K -$29.4K -87 -11%
SIAP
1517
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$232K -$8.11K -24 -3%
SIM
1518
SSI Investment Management
California
$232K -$2.03K -6 -0.9%
JC
1519
Jacobs & Co
California
$232K – – –
OCM
1520
One Capital Management
California
$232K +$232K +684 New
TIA
1521
Tiemann Investment Advisors
California
$232K +$232K +685 New
BB
1522
Bell Bank
North Dakota
$231K -$2.71K -8 -1%
TWM
1523
Titus Wealth Management
California
$231K +$1.7K +5 +0.7%
PL
1524
Plancorp LLC
Missouri
$231K +$2.37K +7 +1%
BCA
1525
Berman Capital Advisors
Georgia
$231K +$59.9K +178 +35%
59 60
61
62 63