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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 %
AI
626
Atria Investments
North Carolina
$565K -$62.7K -384 -10%
UF
627
Univest Financial
Pennsylvania
$564K +$57.8K +354 +11%
BBPWM
628
Blue Bell Private Wealth Management
Pennsylvania
$563K – – –
WB
629
WesBanco Bank
West Virginia
$563K +$32.6K +200 +6%
Tudor Investment Corp
630
Tudor Investment Corp
Connecticut
$555K -$180K -1,100 -24%
BSWMG
631
Barrington Strategic Wealth Management Group
Illinois
$554K +$53.9K +330 +11%
WSFS
632
Wilmington Savings Fund Society
Delaware
$552K +$12.6K +77 +2%
MJRIC
633
Mogy Joel R Investment Counsel
California
$539K – – –
BBA
634
BLB&B Advisors
Pennsylvania
$532K +$132K +805 +33%
WSTAM
635
Wilbanks Smith & Thomas Asset Management
Virginia
$529K +$16.2K +99 +3%
1GA
636
1st Global Advisors
Texas
$528K +$528K +3,234 New
NG
637
NatWest Group
United Kingdom
$525K -$3.54M -21,687 -87%
DIA
638
Dean Investment Associates
Ohio
$524K +$26.1K +160 +5%
FMII
639
Farmers & Merchants Investments Inc
Nebraska
$520K -$1.31K -8 -0.3%
RCM
640
RNC Capital Management
California
$518K – – –
JIM
641
Jensen Investment Management
Oregon
$517K -$84.8K -520 -14%
WKWM
642
Walter & Keenan Wealth Management
Indiana
$514K +$514K +3,146 New
MC
643
Moors & Cabot
Massachusetts
$514K +$514K +3,150 New
DWA
644
Dorsey Wright & Associates
California
$508K +$12.4K +77 +3%
MAM
645
Mastrapasqua Asset Management
Tennessee
$502K -$71.8K -440 -13%
CFA
646
CT Financial Advisors
Pennsylvania
$500K +$500K +2,464 New
EHC
647
Everett Harris & Co
California
$497K – – –
CS
648
Credential Securities
$497K +$497K +3,044 New
RC
649
RegentAtlantic Capital
New Jersey
$496K -$58.9K -361 -11%
SCM
650
Shelton Capital Management
Colorado
$487K – – –
24 25
26
27 28