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Lockheed Martin
LMT

Overview Fund Activity

843 hedge funds and large institutions have $41.2B invested in Lockheed Martin in 2013 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 279 increasing their positions, 329 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
843
Holders Change
+82
Holders Change %
+10.78%
% of All Funds
24.48%
Holding in Top 10
35
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.9%
% of All Funds
1.02%
New
123
Increased
279
Reduced
329
Closed
32
Calls
$257M
Puts
$725M
Net Calls
-$468M
Net Calls Change
-$261M

Top Buyers

1
OC
Oakmont Corp
California
+$160M
2
Boston Partners
Boston Partners
Massachusetts
+$116M
3
Bessemer Group
Bessemer Group
New Jersey
+$95.1M
4
RL
Ruffer LLP
United Kingdom
+$92.9M
5
JHIU
Janus Henderson Investors US
Colorado
+$90.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$363M
2
MCM
Marsico Capital Management
Colorado
-$243M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$208M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$190M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
526
Huntington National Bank
Ohio
$827K -$30.8K -207 -4%
WCM
527
Wisconsin Capital Management
Wisconsin
$824K -$59.4K -400 -7%
ECAM
528
East Coast Asset Management
Massachusetts
$824K +$21.5K +145 +3%
DPIM
529
Duff & Phelps Investment Management
Illinois
$821K +$37.1K +250 +5%
CG
530
Colony Group
Massachusetts
$818K +$260K +1,747 +46%
GI
531
GAMCO Investors
Connecticut
$814K -$316K -2,126 -28%
FTC
532
Farmers Trust Company
Ohio
$802K -$8.18K -55 -1%
TCOV
533
Trust Company of Vermont
Vermont
$801K +$2.23K +15 +0.3%
EHWM
534
Eads & Heald Wealth Management
Georgia
$789K +$136K +915 +21%
TAM
535
Timucuan Asset Management
Florida
$788K – – –
ASC
536
Atalanta Sosnoff Capital
New York
$788K +$193K +1,300 +33%
WTIM
537
Wilmington Trust Investment Management
Delaware
$779K +$38.5K +260 +5%
ATC
538
Adirondack Trust Company
New York
$777K -$24.5K -165 -3%
FTIOP
539
Fiduciary Trust International of Pennsylvania
Pennsylvania
$770K +$111K +750 +17%
WCBA
540
Weaver C. Barksdale & Associates
Tennessee
$761K -$153K -1,029 -17%
PJSIMP
541
P.J. Schmidt Investment Management (PJS)
Wisconsin
$754K -$139K -935 -16%
MDCM
542
Morgan Dempsey Capital Management
Wisconsin
$754K -$58.7K -395 -7%
ATC
543
Argent Trust Company
Louisiana
$748K +$135K +906 +22%
SCA
544
Salient Capital Advisors
Texas
$748K +$748K +5,033 New
CCA
545
Cobblestone Capital Advisors
New York
$739K – – –
AT
546
Arden Trust
Delaware
$737K -$57.1K -384 -7%
CI
547
Constellation Investments
Ohio
$728K +$44.6K +300 +7%
BFC
548
Blue Fin Capital
Rhode Island
$728K +$728K +4,900 New
HB
549
Homrich & Berg
Georgia
$718K +$718K +4,827 New
WIS
550
Wright Investors Service
Connecticut
$705K +$705K +4,740 New
20 21
22
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