LMT icon

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 %
SAM
1576
Shamrock Asset Management
Texas
$124K -$25.3K -65 -17%
OSAM
1577
O'Shaughnessy Asset Management
Connecticut
$123K +$123K +316 New
BAM
1578
Barrett Asset Management
New York
$121K +$3.9K +10 +3%
RWG
1579
Regal Wealth Group
California
$120K – – –
CAW
1580
Cornerstone Advisors (Washington)
Washington
$118K +$26.6K +68 +29%
PMFA
1581
Plante Moran Financial Advisors
Michigan
$112K -$73.5K -189 -40%
TFA
1582
Toth Financial Advisory
Virginia
$112K -$13.3K -34 -11%
IBOK
1583
Independence Bank of Kentucky
Kentucky
$109K – – –
SCM
1584
Silvant Capital Management
Georgia
$108K -$23.4K -60 -18%
WEC
1585
Winslow Evans & Crocker
Massachusetts
$108K – – –
CAL
1586
Capital Advisors Ltd
Ohio
$106K -$43K -110 -29%
PFO
1587
Pathstone Family Office
New Jersey
$104K -$60K -154 -37%
LWA
1588
Lenox Wealth Advisors
New York
$104K -$3.12K -8 -3%
TA
1589
Thor Advisors
New York
$103K +$103K +264 New
SCA
1590
Stonebridge Capital Advisors
Minnesota
$100K -$10.5K -27 -10%
TFO
1591
Tarbox Family Office
California
$100K – – –
EW
1592
Evoke Wealth
California
$98.3K +$98.3K +252 New
PB
1593
Pinnacle Bancorp
Nebraska
$98K -$9.8K -25 -9%
NCM
1594
Nelson Capital Management
California
$98K +$39.2K +100 +67%
CA
1595
Centerpoint Advisors
Massachusetts
$96K – – –
CBT
1596
Central Bank & Trust
Kentucky
$94K -$9.71K -25 -9%
POIA
1597
Pin Oak Investment Advisors
Texas
$92K – – –
MCA
1598
Mercer Capital Advisers
New Jersey
$88K – – –
BFC
1599
Bedel Financial Consulting
Indiana
$87K +$8.97K +23 +12%
WC
1600
Weil Company
California
$84K +$84K +216 New
62 63
64
65 66