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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 %
PM
1551
Parametrica Management
Hong Kong
$217K +$217K +640 New
WCM
1552
WealthBridge Capital Management
Ohio
$216K +$20.4K +60 +10%
PCM
1553
Prelude Capital Management
New York
$215K +$106K +312 +97%
DWM
1554
Dakota Wealth Management
Florida
$215K +$215K +635 New
SIM
1555
Sadoff Investment Management
Wisconsin
$214K -$17K -50 -7%
LC
1556
Landaas & Company
Wisconsin
$213K – – –
NCM
1557
Northside Capital Management
Oregon
$213K – – –
BFO
1558
Biltmore Family Office
North Carolina
$213K +$35.3K +104 +20%
JWCA
1559
J.W. Coons Advisors
Ohio
$213K +$213K +629 New
B
1560
Bailard
California
$212K -$90.8K -268 -30%
CHC
1561
City Holding Co
West Virginia
$212K – – –
MWPCG
1562
Measured Wealth Private Client Group
New Hampshire
$210K +$210K +619 New
LOIM
1563
Liberty One Investment Management
Illinois
$209K -$29.5K -87 -12%
EWF
1564
Epstein & White Financial
California
$208K -$25.2K -74 -11%
HFA
1565
Huber Financial Advisors
Illinois
$208K – – –
CPO
1566
Cerity Partners OCIO
New York
$206K +$206K +608 New
PG
1567
Prostatis Group
Maryland
$205K -$50.5K -149 -20%
WB
1568
Webster Bank
Connecticut
$205K -$5.09K -15 -2%
HPWM
1569
Highland Private Wealth Management
Washington
$205K +$205K +606 New
CWM
1570
CCG Wealth Management
California
$204K -$5.76K -17 -3%
JWA
1571
JFS Wealth Advisors
Pennsylvania
$204K +$151K +446 +288%
AAM
1572
Autus Asset Management
Arizona
$203K -$30.2K -89 -13%
BCB
1573
Brian C. Broderick
$203K – – –
BONST
1574
Bank of Nova Scotia Trust
Ontario, Canada
$203K – – –
QP
1575
Quilter Plc
United Kingdom
$203K +$203K +596 New
61 62
63
64 65