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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 %
RBC
576
Ronald Blue & Co
Georgia
$776K +$108K +658 +16%
HTC
577
Haverford Trust Company
Pennsylvania
$756K -$528K -3,233 -41%
GP
578
Girard Partners
Pennsylvania
$755K +$464K +2,844 +160%
RNS
579
Robert N. Shapiro
$749K +$76.8K +470 +11%
BFG
580
Beacon Financial Group
Texas
$745K +$745K +4,640 New
CDH
581
Charles D. Hyman
$743K – – –
CFB
582
Cullen/Frost Bankers
Texas
$741K +$62.2K +381 +9%
VHAM
583
Van Hulzen Asset Management
California
$735K +$735K +4,500 New
MYAM
584
Meiji Yasuda Asset Management
Japan
$732K +$29.4K +180 +4%
William Blair & Company
585
William Blair & Company
Illinois
$728K -$633K -3,878 -46%
SI
586
Stephens Inc
Arkansas
$725K +$91.7K +562 +14%
GA
587
Geneva Advisors
Illinois
$719K +$41.2K +252 +6%
RCAG
588
Rehmann Capital Advisory Group
Michigan
$718K -$4.57K -28 -0.6%
B
589
BancorpSouth
Mississippi
$717K +$244K +1,491 +51%
NFGCM
590
Norman Fields Gottscho Capital Management
New York
$716K – – –
VWM
591
Valley Wealth Managers
New Jersey
$714K +$86.5K +530 +14%
FA
592
FDx Advisors
Illinois
$693K +$693K +4,244 New
SC
593
SouthState Corp
Florida
$678K -$54.8K -340 -7%
GMIM
594
General Motors Investment Management
New York
$663K -$456K -2,793 -41%
TF
595
Tompkins Financial
New York
$663K +$17.9K +110 +3%
AMIM
596
Aull & Monroe Investment Management
Alabama
$661K -$8.16K -50 -1%
Bank of Nova Scotia
597
Bank of Nova Scotia
Ontario, Canada
$661K +$72.2K +442 +12%
BOH
598
Bank of Hawaii
Hawaii
$655K +$116K +710 +22%
CCM
599
Covington Capital Management
California
$653K – – –
WC
600
Wexford Capital
Florida
$653K +$653K +4,000 New
22 23
24
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