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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 %
RFWA
1601
RPg Family Wealth Advisory
Massachusetts
$81.9K +$81.9K +210 New
EWM
1602
Endurance Wealth Management
Rhode Island
$80K -$8.98K -23 -10%
SLF
1603
Sun Life Financial
Ontario, Canada
$79K +$1.56K +4 +2%
FPFS
1604
First Personal Financial Services
North Carolina
$78K -$141K -361 -64%
RAM
1605
Riggs Asset Management
Pennsylvania
$78K – – –
FWM
1606
Focused Wealth Management
New York
$73K +$390 +1 +0.5%
FBT
1607
First Bank & Trust
South Dakota
$70K -$1.56K -4 -2%
HFM
1608
Hartford Financial Management
Connecticut
$69K – – –
AM
1609
Atwater Malick
Pennsylvania
$68K +$68K +175 New
BWM
1610
BerganKDV Wealth Management
Minnesota
$66K -$70.3K -180 -52%
NSIM
1611
North Star Investment Management
Illinois
$65K +$65K +166 New
PCM
1612
Princeton Capital Management
New Jersey
$64K +$29.1K +75 +83%
CAGAS
1613
Capital Advisory Group Advisory Services
Minnesota
$63K – – –
AJ
1614
Ashburton (Jersey)
Jersey
$62K – – –
NC
1615
NewSquare Capital
Pennsylvania
$62K +$17.4K +45 +39%
CLOS
1616
Compagnie Lombard Odier SCmA
Switzerland
$59K – – –
JWA
1617
JFS Wealth Advisors
Pennsylvania
$58K – – –
BCM
1618
Blume Capital Management
California
$58K – – –
RA
1619
Rational Advisors
New York
$56K -$955K -2,438 -94%
FGAM
1620
Financial Gravity Asset Management
Texas
$55K -$14.3K -37 -21%
WAS
1621
Winch Advisory Services
Wisconsin
$54K – – –
LWANC
1622
Laurel Wealth Advisors (North Carolina)
North Carolina
$54K – – –
TCM
1623
Tradewinds Capital Management
Washington
$53K +$785 +2 +2%
EIP
1624
Ellis Investment Partners
Pennsylvania
$53K +$15.5K +40 +41%
CA
1625
Crewe Advisors
Utah
$52K – – –
63 64
65
66 67