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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 %
SM
601
Seminole Management
New York
$652K +$652K +4,000 New
JWM
602
Jacobus Wealth Management
Wisconsin
$647K +$87.5K +536 +16%
GHA
603
GW Henssler & Associates
Georgia
$645K -$3.59K -22 -0.6%
CPS
604
Counsel Portfolio Services
Ontario, Canada
$637K – – –
BA
605
Bennicas & Associates
California
$635K – – –
MIC
606
MU Investments Company
Japan
$626K -$120K -750 -16%
AP
607
Appleton Partners
Massachusetts
$625K +$42.4K +260 +7%
CCM
608
Crossvault Capital Management
Texas
$624K – – –
RB
609
Rodgers Brothers
Pennsylvania
$613K -$32.6K -200 -5%
CAM
610
Carret Asset Management
New York
$612K -$44.5K -273 -7%
CBN
611
Cadence Bank NA
Texas
$612K +$38.5K +236 +7%
DP
612
Dearborn Partners
Illinois
$603K – – –
BCM
613
Bluefin Capital Management
New York
$600K +$600K +3,437 New
BG
614
Bollard Group
Massachusetts
$598K – – –
TAM
615
Telluride Asset Management
Minnesota
$598K +$598K +3,661 New
WA
616
Winfield Associates
Ohio
$594K -$80K -490 -12%
AP
617
Advisor Partners
California
$589K +$3.92K +24 +0.7%
OIA
618
Optimum Investment Advisors
Illinois
$588K – – –
CAI
619
Capital Advisors Inc
Oklahoma
$588K – – –
Fisher Asset Management
620
Fisher Asset Management
Washington
$585K -$74.9K -459 -11%
OFS
621
Orrstown Financial Services
Pennsylvania
$585K +$94.6K +579 +19%
HIM
622
Hillsdale Investment Management
Ontario, Canada
$583K -$65.3K -400 -10%
FNB
623
First Niagara Bank
New York
$576K – – –
HCM
624
Horrell Capital Management
Arkansas
$574K – – –
CPP
625
Crow Point Partners
Massachusetts
$573K +$573K +3,510 New
23 24
25
26 27