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Lockheed Martin
LMT

Overview Fund Activity

899 hedge funds and large institutions have $44.6B invested in Lockheed Martin in 2014 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 317 increasing their positions, 339 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
899
Holders Change
+56
Holders Change %
+6.64%
% of All Funds
25.98%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
1.04%
New
104
Increased
317
Reduced
339
Closed
40
Calls
$179M
Puts
$347M
Net Calls
-$168M
Net Calls Change
+$300M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$327M
2
BA
BlackRock Advisors
Delaware
+$261M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$229M
4
Ameriprise
Ameriprise
Minnesota
+$190M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$182M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$602M
2
Capital World Investors
Capital World Investors
California
-$371M
3
State Street
State Street
Massachusetts
-$273M
4
Citadel Advisors
Citadel Advisors
Florida
-$178M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
551
Trust Company of Vermont
Vermont
$886K +$6.53K +40 +0.7%
EHWM
552
Eads & Heald Wealth Management
Georgia
$883K +$16.3K +100 +2%
OMCS
553
Old Mutual Customised Solutions
South Africa
$881K -$245K -1,500 -22%
GI
554
GAMCO Investors
Connecticut
$877K -$16.3K -100 -2%
AIP
555
Ameritas Investment Partners
Nebraska
$871K -$51.1K -313 -6%
GCP
556
GSA Capital Partners
United Kingdom
$868K +$868K +5,316 New
SCM
557
SOL Capital Management
Maryland
$865K -$45.7K -280 -5%
HT
558
HighTower Trust
Texas
$865K +$386K +2,365 +81%
BA
559
Boston Advisors
Massachusetts
$855K +$465K +2,850 +119%
ATC
560
Adirondack Trust Company
New York
$853K – – –
FTIOP
561
Fiduciary Trust International of Pennsylvania
Pennsylvania
$850K +$4.08K +25 +0.5%
PJSIMP
562
P.J. Schmidt Investment Management (PJS)
Wisconsin
$848K +$19.6K +120 +2%
WCBA
563
Weaver C. Barksdale & Associates
Tennessee
$836K – – –
CI
564
Constellation Investments
Ohio
$833K +$32.7K +200 +4%
SSG
565
Summit Securities Group
New York
$833K +$441K +2,700 +113%
MDCM
566
Morgan Dempsey Capital Management
Wisconsin
$818K -$10.1K -62 -1%
QSS
567
Quantitative Systematic Strategies
Florida
$817K +$817K +5,087 New
PCM
568
Parsons Capital Management
Rhode Island
$815K +$69.3K +425 +9%
CCA
569
Cobblestone Capital Advisors
New York
$811K – – –
AT
570
Arden Trust
Delaware
$804K -$4.89K -30 -0.6%
BFC
571
Blue Fin Capital
Rhode Island
$800K – – –
ATC
572
Argent Trust Company
Louisiana
$788K -$32.6K -200 -4%
HB
573
Homrich & Berg
Georgia
$786K -$2.45K -15 -0.3%
RGC
574
Roberts, Glore & Co
Illinois
$784K -$197K -1,205 -20%
UAS
575
United Asset Strategies
New York
$778K +$200K +1,224 +35%
21 22
23
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