LMT icon

Lockheed Martin
LMT

Overview Fund Activity

1,816 hedge funds and large institutions have $87.1B invested in Lockheed Martin in 2019 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 716 increasing their positions, 614 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,816
Holders Change
+131
Holders Change %
+7.77%
% of All Funds
35.86%
Holding in Top 10
71
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.58%
% of All Funds
1.4%
New
242
Increased
716
Reduced
614
Closed
85
Calls
$878M
Puts
$932M
Net Calls
-$53.4M
Net Calls Change
-$152M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$1.28B
2
Goldman Sachs
Goldman Sachs
New York
$794M
3
Vanguard Group
Vanguard Group
Pennsylvania
$8.83B
4
BlackRock
BlackRock
New York
$7.21B
5
Capital International Investors
Capital International Investors
California
$869M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.23B
2
SCM
Suvretta Capital Management
New York
$0
3
Morgan Stanley
Morgan Stanley
New York
$1.14B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$929M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$4.44B
Name Holding Trade Value Shares
Change 		Shares
Change %
FPS
1751
Fieldpoint Private Securities
Connecticut
$34K – – –
FAM
1752
Fred Alger Management
New York
$33K +$33K +84 New
DI
1753
Disciplined Investments
Oklahoma
$33K +$33K +85 New
GWMIA
1754
Global Wealth Management Investment Advisory
Florida
$32K – – –
CIA
1755
Cascade Investment Advisors
Oregon
$29.2K -$5.84K -15 -17%
CDIA
1756
Capital Directions Investment Advisors
Georgia
$29K – – –
ARMC
1757
American Research & Management Company
Massachusetts
$29K – – –
MIM
1758
Macroview Investment Management
Maryland
$27K – – –
HWM
1759
HighMark Wealth Management
Minnesota
$27K +$27K +69 New
NSB
1760
Norway Savings Bank
Maine
$25K – – –
EIM
1761
Essex Investment Management
Massachusetts
$25K – – –
WCG
1762
Weaver Consulting Group
California
$23K – – –
JFA
1763
JNBA Financial Advisors
Minnesota
$23K +$1.92K +5 +9%
IAS
1764
IMA Advisory Services
Colorado
$21K – – –
ST
1765
Sageworth Trust
Pennsylvania
$20K +$3.85K +10 +24%
AIM
1766
Arcadia Investment Management
Michigan
$19K – – –
FIA
1767
FNY Investment Advisers
New York
$19K +$19K +50 New
HCA
1768
Horan Capital Advisors
Ohio
$18K – – –
ECM
1769
Estabrook Capital Management
New York
$17.9K – – –
EWA
1770
Evolution Wealth Advisors
Florida
$17K +$773 +2 +5%
CFD
1771
Creative Financial Designs
Indiana
$16K -$2.46K -6 -13%
TIM
1772
Tortoise Investment Management
New York
$16K – – –
BEI
1773
Benjamin Edwards Inc
Missouri
$15K +$5K +13 +50%
EWP
1774
Engrave Wealth Partners
Texas
$14K +$14K +38 New
LWCFA
1775
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K – – –
69 70
71
72 73