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Lockheed Martin
LMT

Overview Fund Activity

761 hedge funds and large institutions have $35.9B invested in Lockheed Martin in 2013 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 293 increasing their positions, 280 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+31
Holders Change %
+4.25%
% of All Funds
24.68%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
1.01%
New
77
Increased
293
Reduced
280
Closed
38
Calls
$228M
Puts
$434M
Net Calls
-$207M
Net Calls Change
-$134M

Top Buyers

1
MCM
Marsico Capital Management
Colorado
+$180M
2
Boston Partners
Boston Partners
Massachusetts
+$151M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$147M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$88.5M
5
EAM
Edge Asset Management
Washington
+$87.8M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$326M
2
Citadel Advisors
Citadel Advisors
Florida
-$107M
3
State Street
State Street
Massachusetts
-$103M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$90.2M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$82.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCIA
526
Sanibel Captiva Investment Advisers
Illinois
$571K +$571K +4,475 New
FTIOP
527
Fiduciary Trust International of Pennsylvania
Pennsylvania
$565K +$6.38K +50 +1%
GA
528
Geneva Advisors
Illinois
$564K +$1.66K +13 +0.3%
RBC
529
Ronald Blue & Co
Georgia
$563K +$385K +3,021 +217%
EHWM
530
Eads & Heald Wealth Management
Georgia
$561K +$19.8K +155 +4%
NFGCM
531
Norman Fields Gottscho Capital Management
New York
$560K – – –
RCAG
532
Rehmann Capital Advisory Group
Michigan
$559K +$26.7K +209 +5%
RB
533
Rodgers Brothers
Pennsylvania
$542K +$165K +1,294 +44%
Tudor Investment Corp
534
Tudor Investment Corp
Connecticut
$536K +$76.6K +600 +17%
HIM
535
Hillsdale Investment Management
Ontario, Canada
$532K +$290K +2,270 +119%
CFB
536
Cullen/Frost Bankers
Texas
$531K +$30.7K +240 +6%
ATC
537
Argent Trust Company
Louisiana
$526K -$3.19K -25 -0.6%
RNS
538
Robert N. Shapiro
$526K -$255 -2 -0%
DP
539
Dearborn Partners
Illinois
$525K +$1.53K +12 +0.3%
AMIM
540
Aull & Monroe Investment Management
Alabama
$523K – – –
Fisher Asset Management
541
Fisher Asset Management
Washington
$514K -$95.8K -751 -16%
CAM
542
Carret Asset Management
New York
$513K +$115K +900 +29%
CCM
543
Covington Capital Management
California
$510K – – –
ASC
544
Atalanta Sosnoff Capital
New York
$510K +$510K +4,000 New
UCFA
545
United Capital Financial Advisors
Texas
$508K -$9.96M -78,143 -95%
FNB
546
First Niagara Bank
New York
$507K – – –
GHA
547
GW Henssler & Associates
Georgia
$507K – – –
SI
548
Stephens Inc
Arkansas
$500K -$200K -1,566 -29%
BA
549
Bennicas & Associates
California
$497K +$258K +2,019 +108%
OIA
550
Optimum Investment Advisors
Illinois
$491K +$491K +3,850 New
20 21
22
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