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Lockheed Martin
LMT

Overview Fund Activity

991 hedge funds and large institutions have $50.9B invested in Lockheed Martin in 2014 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 345 increasing their positions, 364 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+73
Holders Change %
+7.95%
% of All Funds
26.45%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
1.07%
New
143
Increased
345
Reduced
364
Closed
55
Calls
$168M
Puts
$586M
Net Calls
-$418M
Net Calls Change
-$160M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$227M
2
American Century Companies
American Century Companies
Missouri
+$216M
3
MAM
Marketfield Asset Management
New York
+$175M
4
WRF
Waddell & Reed Financial
Kansas
+$149M
5
BFA
BlackRock Fund Advisors
California
+$116M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$490M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$363M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$336M
4
VAM
Veritas Asset Management
United Kingdom
-$256M
5
Bank of America
Bank of America
North Carolina
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
RT
576
Rockland Trust
Massachusetts
$1.03M +$91.7K +476 +10%
BMO
577
Beck Mack & Oliver
New York
$1.03M – – –
UAS
578
United Asset Strategies
New York
$1.02M +$125K +649 +14%
AP
579
Advisor Partners
California
$1.01M +$48.9K +254 +5%
GCP
580
GSA Capital Partners
United Kingdom
$1.01M +$1.01M +5,229 New
FPCM
581
Financial Partners Capital Management
New York
$993K +$2.5K +13 +0.3%
CCM
582
Compton Capital Management
Rhode Island
$989K -$140K -725 -12%
WS
583
Wedbush Securities
California
$989K +$561K +2,917 +131%
BIM
584
Beach Investment Management
Pennsylvania
$984K +$984K +5,110 New
PJSIMP
585
P.J. Schmidt Investment Management (PJS)
Wisconsin
$983K +$34.7K +180 +4%
DPIM
586
Duff & Phelps Investment Management
Illinois
$968K -$67.4K -350 -7%
AIP
587
Ameritas Investment Partners
Nebraska
$962K – – –
CCA
588
Cobblestone Capital Advisors
New York
$957K – – –
HTC
589
Haverford Trust Company
Pennsylvania
$944K – – –
TCM
590
Twin Capital Management
Pennsylvania
$932K -$3.29M -17,080 -78%
NPC
591
National Planning Corporation
California
$931K -$552K -2,894 -37%
BBHC
592
Brown Brothers Harriman & Co
New York
$927K +$397K +2,065 +75%
EHWM
593
Eads & Heald Wealth Management
Georgia
$906K -$57.8K -300 -6%
BO
594
Bank OZK
Arkansas
$900K -$15K -78 -2%
SFG
595
SNS Financial Group
Minnesota
$897K +$132K +684 +17%
SCM
596
SOL Capital Management
Maryland
$895K -$28.9K -150 -3%
HB
597
Homrich & Berg
Georgia
$892K -$69.5K -361 -7%
PFS
598
Prospera Financial Services
Texas
$890K -$33.3K -173 -4%
SFT
599
Simmons First Trust
Arkansas
$889K +$27.5K +143 +3%
ACM
600
Apex Capital Management
Ohio
$888K +$385 +2 +0%
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