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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 %
BSWMG
651
Barrington Strategic Wealth Management Group
Illinois
$1.05M +$17.7K +80 +2%
FTIOP
652
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.04M +$25.9K +117 +3%
WF
653
Welch & Forbes
Massachusetts
$1.04M +$798K +3,600 +332%
WB
654
Webster Bank
Connecticut
$1.03M – – –
PFS
655
Physicians Financial Services
North Carolina
$1.02M – – –
GJIC
656
Gamble Jones Investment Counsel
California
$1.02M -$82.1K -371 -7%
DADC
657
D.A. Davidson & Co
Montana
$1.01M -$53.8K -243 -5%
HWP
658
Hefty Wealth Partners
Indiana
$999K +$313K +1,415 +46%
MAM
659
Meeder Asset Management
Ohio
$998K -$186K -839 -16%
MYAM
660
Meiji Yasuda Asset Management
Japan
$995K -$380K -1,715 -28%
AssetMark Inc
661
AssetMark Inc
California
$991K +$38.1K +172 +4%
BEC
662
Blue Edge Capital
Virginia
$987K +$987K +4,454 New
WCBA
663
Weaver C. Barksdale & Associates
Tennessee
$984K -$9.08K -41 -0.9%
BDF
664
Balasa Dinverno & Foltz
$968K +$33.4K +151 +4%
MC
665
Moors & Cabot
Massachusetts
$966K +$100K +453 +12%
HCM
666
Hodges Capital Management
Texas
$965K -$87.5K -395 -8%
MCM
667
Maryland Capital Management
Maryland
$963K +$92.4K +417 +11%
BO
668
Bank OZK
Arkansas
$960K -$20.4K -92 -2%
FIM
669
Freedom Investment Management
Connecticut
$955K -$18.4K -83 -2%
MBT
670
Monroe Bank & Trust
Michigan
$953K -$70.4K -318 -7%
HCMT
671
Highland Capital Management (Tennessee)
Tennessee
$951K +$951K +4,294 New
Marshall Wace
672
Marshall Wace
United Kingdom
$946K +$946K +4,270 New
CS
673
Credential Securities
$945K +$6.87K +31 +0.7%
SCM
674
SOL Capital Management
Maryland
$935K – – –
NFGCM
675
Norman Fields Gottscho Capital Management
New York
$935K – – –
25 26
27
28 29