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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 %
ME
1676
McIlrath & Eck
Washington
$32K – – –
TFS
1677
TrustCore Financial Services
Tennessee
$31K -$8.96K -26 -22%
CAM
1678
CenterStar Asset Management
Illinois
$30K – – –
WCM
1679
Wealthcare Capital Management
Virginia
$29K -$2.33K -7 -7%
DI
1680
Disciplined Investments
Oklahoma
$29K – – –
MWM
1681
MBE Wealth Management
Wisconsin
$29K +$29K +87 New
GWMIA
1682
Global Wealth Management Investment Advisory
Florida
$28K – – –
CWP
1683
CFM Wealth Partners
Texas
$26K -$725 -35 -3%
KFI
1684
Key Financial Inc
Pennsylvania
$26K +$26K +74 New
CIA
1685
Cascade Investment Advisors
Oregon
$25.4K – – –
CDIA
1686
Capital Directions Investment Advisors
Georgia
$25K – – –
ARMC
1687
American Research & Management Company
Massachusetts
$25K – – –
BEI
1688
Benjamin Edwards Inc
Missouri
$25K +$11.8K +35 +90%
BHWM
1689
Bay Harbor Wealth Management
Maryland
$25K +$25K +73 New
MIM
1690
Macroview Investment Management
Maryland
$23K +$333 +1 +1%
HWM
1691
HighMark Wealth Management
Minnesota
$23K +$329 +1 +1%
PG
1692
Proffitt & Goodson
Tennessee
$23K +$23K +67 New
BII
1693
Bainco International Investors
Massachusetts
$23K +$23K +69 New
FGAM
1694
Financial Gravity Asset Management
Texas
$21.1K -$10.2K -37 -32%
TAIM
1695
TD Ameritrade Investment Management
Nebraska
$21K -$11.3K -34 -35%
NSB
1696
Norway Savings Bank
Maine
$21K – – –
SFPG
1697
Stonebridge Financial Planning Group
Florida
$21K +$21K +58 New
JFA
1698
JNBA Financial Advisors
Minnesota
$20K – – –
WCG
1699
Weaver Consulting Group
California
$20K – – –
LAS
1700
Lloyd Advisory Services
Georgia
$20K +$16.7K +50 +500%
66 67
68
69 70