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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 %
ZB
1626
Zions Bancorporation
Utah
$88K -$188K -551 -68%
CLOS
1627
Compagnie Lombard Odier SCmA
Switzerland
$88K -$49.1K -145 -36%
BAM
1628
Barrett Asset Management
New York
$88K -$16.9K -50 -16%
EWM
1629
Endurance Wealth Management
Rhode Island
$87K – – –
LGWM
1630
Litman Gregory Wealth Management
California
$86K -$4.4K -13 -5%
LWM
1631
Liberty Wealth Management
California
$86K +$2.03K +6 +2%
HCM
1632
Highlander Capital Management
New Jersey
$85K -$34K -100 -29%
PB
1633
Pinnacle Bancorp
Nebraska
$85K – – –
MF
1634
Manchester Financial
California
$84K -$14.5K -43 -15%
POIA
1635
Pin Oak Investment Advisors
Texas
$80K – – –
HGWM
1636
Harvest Group Wealth Management
Massachusetts
$80K +$1.01K +3 +1%
TFA
1637
Toth Financial Advisory
Virginia
$79K -$4.73K -14 -6%
MCA
1638
Mercer Capital Advisers
New Jersey
$77K – – –
BFC
1639
Bedel Financial Consulting
Indiana
$77K +$1.69K +5 +2%
LWA
1640
Lenox Wealth Advisors
New York
$74K -$17.7K -52 -19%
SCA
1641
Stonebridge Capital Advisors
Minnesota
$71K – – –
EIP
1642
Ellis Investment Partners
Pennsylvania
$69K +$5.69K +17 +9%
SFG
1643
Sowa Financial Group
Rhode Island
$67K – – –
FWM
1644
Focused Wealth Management
New York
$64K – – –
TCM
1645
Tradewinds Capital Management
Washington
$64K +$2.37K +7 +4%
HFM
1646
Hartford Financial Management
Connecticut
$60K – – –
APC
1647
Aspire Private Capital
North Carolina
$60K +$60K +178 New
SBL
1648
Sargent Bickham Lagudis
Colorado
$59K +$8.43K +25 +17%
FCM
1649
Firestone Capital Management
Florida
$56K – – –
PCM
1650
Pinz Capital Management
New York
$54K -$47.3K -140 -47%
64 65
66
67 68