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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 %
CMA
1726
Cedar Mountain Advisors
Oregon
$6K – – –
UFF
1727
USA Financial Formulas
Michigan
$5K -$1.5M -4,796 -100%
BCM
1728
Birch Capital Management
Texas
$5K – – –
LSA
1729
Lion Street Advisors
Texas
$5K +$5K +14 New
CA
1730
Centerpoint Advisors
Massachusetts
$4K -$78.3K -235 -95%
TI
1731
Truehand Inc
New Hampshire
$4K – – –
CWA
1732
Core Wealth Advisors
Florida
$3K – – –
IWP
1733
IAG Wealth Partners
Wisconsin
$3K – – –
WAMC
1734
Western Asset Management Company
California
$3K +$3K +7 New
AWM
1735
Atticus Wealth Management
Florida
$3K +$2.7K +9 +900%
CAM
1736
ClariVest Asset Management
California
$2K – – –
WB
1737
West Bancorporation
Iowa
$2K – – –
WA
1738
WBH Advisory
Maryland
$574 -$8 -24 -1%
TI
1739
tru Independence
Oregon
$423 – – –
WIM
1740
Westside Investment Management
California
$375 +$375 +1,107 New
NL
1741
NWAM LLC
Washington
$369 +$20 +59 +6%
CSIA
1742
Charles Schwab Investment Advisory
California
– -$468M -1,201,153 Closed
RA
1743
Rovida Advisors
Florida
– -$95.9M -246,386 Closed
JIM
1744
Jupiter Investment Management
United Kingdom
– -$56.8M -145,984 Closed
MSR
1745
Main Street Research
Connecticut
– -$13.2M -33,895 Closed
CCM
1746
Cinctive Capital Management
New York
– -$12.6M -32,400 Closed
OAC
1747
OMERS Administration Corp
Ontario, Canada
– -$12.2M -31,300 Closed
AI
1748
Atria Investments
North Carolina
– -$10.5M -26,928 Closed
BIM
1749
Bogle Investment Management
Massachusetts
– -$9.53M -24,486 Closed
OAM
1750
Oxford Asset Management
United Kingdom
– -$8.59M -22,064 Closed
68 69
70
71 72