LMT icon

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 %
AIM
1701
Artemis Investment Management
United Kingdom
$19.6K -$8.91K -26,257 -31%
IAS
1702
IMA Advisory Services
Colorado
$19K – – –
ST
1703
Sageworth Trust
Pennsylvania
$18K – – –
AIM
1704
Arcadia Investment Management
Michigan
$17K – – –
EWP
1705
Engrave Wealth Partners
Texas
$17K +$4.81K +15 +39%
YAL
1706
Your Advocates Ltd
Texas
$17K +$17K +51 New
ECM
1707
Estabrook Capital Management
New York
$15.6K – – –
FBT
1708
First Bank & Trust
South Dakota
$14K -$47.5K -139 -77%
TIM
1709
Tortoise Investment Management
New York
$14K – – –
FA
1710
Fortis Advisors
Pennsylvania
$14K +$14K +40 New
CFD
1711
Creative Financial Designs
Indiana
$13K – – –
LWCFA
1712
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K – – –
DTIM
1713
Danda Trouve Investment Management
Kansas
$10K +$3.33K +10 +50%
AWM
1714
Avondale Wealth Management
Texas
$9K – – –
SGAM
1715
Smith Group Asset Management
Texas
$9K – – –
LFG
1716
Larson Financial Group
Missouri
$9K +$6.92K +20 +333%
OAJ
1717
Ogorek Anthony Joseph
New York
$8K – – –
AP
1718
Arlington Partners
Alabama
$8K +$8K +23 New
OAM
1719
Optimal Asset Management
California
$7.08K +$3.23K +9,515 +84%
MLL
1720
Moody Lynn & Lieberson
Massachusetts
$7.04K -$5K -14,752 -42%
AS
1721
Altshuler Shaham
Israel
$7K -$333 -1 -5%
SFA
1722
Semmax Financial Advisors
North Carolina
$7K +$333 +1 +5%
SCA
1723
Stuart Chaussee & Associates
California
$6K -$302K -855 -98%
GC
1724
Globeflex Capital
California
$6K – – –
GSC
1725
G&S Capital
Colorado
$6K – – –
67 68
69
70 71