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Lockheed Martin
LMT

Overview Fund Activity

1,115 hedge funds and large institutions have $54.9B invested in Lockheed Martin in 2016 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 454 increasing their positions, 400 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+40
Holders Change %
+3.72%
% of All Funds
29.76%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
1.28%
New
96
Increased
454
Reduced
400
Closed
46
Calls
$298M
Puts
$272M
Net Calls
+$26.3M
Net Calls Change
+$222M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
+$352M
2
UBS Group
UBS Group
Switzerland
+$287M
3
Ameriprise
Ameriprise
Minnesota
+$185M
4
Bank of America
Bank of America
North Carolina
+$167M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$137M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$460M
2
Boston Partners
Boston Partners
Massachusetts
-$318M
3
Prudential Financial
Prudential Financial
New Jersey
-$130M
4
State Street
State Street
Massachusetts
-$128M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
551
Johnson Investment Counsel
Ohio
$1.68M +$214K +965 +15%
CFB
552
Cullen/Frost Bankers
Texas
$1.67M -$347K -1,565 -17%
AP
553
Advisor Partners
California
$1.67M +$47.9K +216 +3%
CA
554
Cornerstone Advisors
North Carolina
$1.66M – – –
PWM
555
Perigon Wealth Management
California
$1.66M – – –
PFP
556
Pinnacle Financial Partners
Tennessee
$1.66M +$390K +1,759 +31%
CCM
557
Coldstream Capital Management
Washington
$1.65M +$1.65M +7,427 New
DC
558
Davenport & Co
Virginia
$1.64M +$6.2K +28 +0.4%
BCM
559
BTR Capital Management
California
$1.63M +$88.6K +400 +6%
RAM
560
Riggs Asset Management
Pennsylvania
$1.61M +$1.58M +7,145 +5,372%
MWM
561
Modera Wealth Management
New Jersey
$1.61M +$1.02M +4,621 +176%
BC
562
Bartlett & Co
Ohio
$1.58M -$11.1K -50 -0.7%
Federated Hermes
563
Federated Hermes
Pennsylvania
$1.57M -$52.2M -235,922 -97%
MWP
564
MYCIO Wealth Partners
Pennsylvania
$1.56M +$1.55K +7 +0.1%
PP
565
Palladium Partners
Virginia
$1.54M -$22.1K -100 -1%
BCMO
566
Buckingham Capital Management (Ohio)
Ohio
$1.54M +$2.22K +10 +0.1%
WA
567
WFG Advisors
Texas
$1.53M +$230K +1,038 +18%
CCM
568
Covington Capital Management
California
$1.52M +$858K +3,873 +129%
SFG
569
SNS Financial Group
Minnesota
$1.52M +$37.4K +169 +3%
MPA
570
Marvin & Palmer Associates
Delaware
$1.5M +$55.4K +250 +4%
GLRA
571
Gerald L. Ray & Associates
Texas
$1.48M +$66.5K +300 +5%
1IA
572
1834 Investment Advisors
Wisconsin
$1.46M +$4.21K +19 +0.3%
VNIM
573
Vaughan Nelson Investment Management
Texas
$1.46M – – –
SBIA
574
Sheaff Brock Investment Advisors
Indiana
$1.45M +$115K +518 +9%
RIL
575
Rothschild Investment LLC
Illinois
$1.45M -$27.7K -125 -2%
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