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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 %
CFG
1601
Capstone Financial Group
Oklahoma
$136K – – –
CPA
1602
Cowen Prime Advisors
New York
$136K – – –
SC
1603
Sawyer & Company
Massachusetts
$134K – – –
FWM
1604
FSA Wealth Management
Massachusetts
$131K – – –
SWM
1605
Sugarloaf Wealth Management
Georgia
$130K – – –
PFO
1606
Pathstone Family Office
New Jersey
$129K +$35.3K +104 +38%
BCA
1607
Bray Capital Advisors
Florida
$127K -$18.6K -55 -13%
MFT
1608
Moisand Fitzgerald Tamayo
Florida
$120K -$8.48K -25 -7%
VC
1609
Vestor Capital
Illinois
$119K – – –
PRC
1610
Pearl River Capital
Michigan
$119K +$119K +350 New
TF
1611
TimeScale Financial
Massachusetts
$116K -$17.8K -53 -13%
AW
1612
Avion Wealth
Texas
$108K +$108K +318 New
SMFS
1613
Squar Milner Financial Services
California
$105K -$3.04K -9 -3%
RWG
1614
Regal Wealth Group
California
$104K – – –
CH
1615
Canton Hathaway
Rhode Island
$102K -$50K -147 -33%
FWM
1616
Filbrandt Wealth Management
Wisconsin
$102K – – –
EW
1617
Evoke Wealth
California
$97.3K -$58.7K -173 -38%
HIM
1618
Hillsdale Investment Management
Ontario, Canada
$96K -$17.1K -50 -15%
WEC
1619
Winslow Evans & Crocker
Massachusetts
$96K – – –
IBOK
1620
Independence Bank of Kentucky
Kentucky
$95K – – –
SCM
1621
Silvant Capital Management
Georgia
$94K – – –
HWA
1622
HHM Wealth Advisors
Tennessee
$94K +$94K +277 New
PMFA
1623
Plante Moran Financial Advisors
Michigan
$93K -$33.4K -98 -26%
CCA
1624
Column Capital Advisors
Indiana
$93K -$2.73K -8 -3%
CAL
1625
Capital Advisors Ltd
Ohio
$92K – – –
63 64
65
66 67