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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 %
PA
1651
Procyon Advisors
Connecticut
$52K -$1.7K -5 -3%
NSIM
1652
North Star Investment Management
Illinois
$52K – – –
AJ
1653
Ashburton (Jersey)
Jersey
$52K – – –
SL
1654
Savior LLC
Massachusetts
$51K -$2.03K -6 -4%
EWM
1655
Edge Wealth Management
New York
$50K -$517K -1,500 -91%
BCM
1656
Blume Capital Management
California
$50K – – –
SLF
1657
Sun Life Financial
Ontario, Canada
$49K -$1.02K -3 -2%
WAS
1658
Winch Advisory Services
Wisconsin
$47K – – –
CA
1659
Crewe Advisors
Utah
$45K – – –
RIA
1660
RPG Investment Advisory
California
$44K – – –
FAM
1661
Fred Alger Management
New York
$43K +$14.6K +43 +51%
FRA
1662
Front Row Advisors
California
$43K +$43K +110 New
BAM
1663
Bellevue Asset Management
Washington
$42K – – –
RFWA
1664
RPg Family Wealth Advisory
Massachusetts
$40K – – –
EARNEST Partners
1665
EARNEST Partners
Georgia
$38K – – –
FPFS
1666
First Personal Financial Services
North Carolina
$37K -$29.9K -89 -45%
SNT
1667
Security National Trust
West Virginia
$37K +$3.06K +9 +9%
HS
1668
Horan Securities
United States
$37K +$37K +108 New
JSC
1669
Jackson Square Capital
California
$36K -$8.91K -26 -20%
LWANC
1670
Laurel Wealth Advisors (North Carolina)
North Carolina
$36K – – –
PP
1671
PrairieView Partners
Minnesota
$35K +$35K +103 New
TFGT
1672
TS Financial Group (TSFG)
Illinois
$34K – – –
RCG
1673
Ruggie Capital Group
Florida
$34K +$34K +100 New
MFS
1674
Mirabella Financial Services
United Kingdom
$34K +$34K +100 New
CG
1675
Cutler Group
California
$33K +$33K +100 New
65 66
67
68 69