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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
$1.15B
2
Vanguard Group
Vanguard Group
Pennsylvania
$7.88B
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$348M
4
Victory Capital Management
Victory Capital Management
Texas
$219M
5
Citadel Advisors
Citadel Advisors
Florida
$99M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.18B
2
JFA
Johanson Financial Advisors
California
$1.29M
3
CSIA
Charles Schwab Investment Advisory
California
$0
4
State Street
State Street
Massachusetts
$14.3B
5
Goldman Sachs
Goldman Sachs
New York
$382M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1876
Laidlaw Wealth Management
New York
– -$209K -537 Closed
BIM
1877
Baldwin Investment Management
Pennsylvania
– -$208K -535 Closed
C
1878
Certuity
Florida
– -$207K -531 Closed
DI
1879
DFPG Investments
Utah
– -$224K -531 Closed
HJMC
1880
Hellman Jordan Management Company
Massachusetts
– -$206K -530 Closed
AAM
1881
Arabesque Asset Management
United Kingdom
– -$206K -529 Closed
CWS
1882
Cypress Wealth Services
California
– -$205K -528 Closed
IMOV
1883
Investment Management of Virginia
Virginia
– -$205K -527 Closed
PFM
1884
Parsec Financial Management
North Carolina
– -$203K -522 Closed
IC
1885
Investment Counsel
Michigan
– -$202K -519 Closed
V
1886
VeraBank
Texas
– -$202K -519 Closed
GWM
1887
Greenwich Wealth Management
Connecticut
– -$201K -517 Closed
CRWM
1888
Castle Rock Wealth Management
California
– -$227K -517 Closed
VNB
1889
Virginia National Bank
Virginia
– -$201K -515 Closed
BWFA
1890
Baltimore-Washington Financial Advisors
Maryland
– -$200K -514 Closed
MA
1891
MONECO Advisors
Connecticut
– -$215K -506 Closed
HFS
1892
HBC Financial Services
Washington
– -$207K -500 Closed
SC
1893
Solstein Capital
California
– -$194K -498 Closed
TCWM
1894
Total Clarity Wealth Management
Illinois
– -$187K -479 Closed
FIB
1895
First Interstate Bank
Montana
– -$177K -453 Closed
LPWM
1896
Lake Point Wealth Management
Texas
– -$176K -452 Closed
CHAM
1897
Clear Harbor Asset Management
Connecticut
– -$176K -451 Closed
IWA
1898
Intercontinental Wealth Advisors
Texas
– -$170K -391 Closed
HCM
1899
HMS Capital Management
Tennessee
– -$151K -387 Closed
TFA
1900
Tobias Financial Advisors
Florida
– -$108K -279 Closed
73 74 75
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