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Lockheed Martin
LMT

Overview Fund Activity

843 hedge funds and large institutions have $41.2B invested in Lockheed Martin in 2013 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 279 increasing their positions, 329 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
843
Holders Change
+82
Holders Change %
+10.78%
% of All Funds
24.48%
Holding in Top 10
35
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.9%
% of All Funds
1.02%
New
123
Increased
279
Reduced
329
Closed
32
Calls
$257M
Puts
$725M
Net Calls
-$468M
Net Calls Change
-$261M

Top Buyers

1
OC
Oakmont Corp
California
$160M
2
Boston Partners
Boston Partners
Massachusetts
$298M
3
Bessemer Group
Bessemer Group
New Jersey
$95.6M
4
RL
Ruffer LLP
United Kingdom
$383M
5
JHIU
Janus Henderson Investors US
Colorado
$140M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$5.44B
2
MCM
Marsico Capital Management
Colorado
$7.69M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$506M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$126M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
676
Maryland Capital Management
Maryland
$307K – – –
EFSCE
677
Enterprise Financial Services Corp (EFSC)
Missouri
$306K +$22.4K +150 +8%
IB
678
Intrust Bank
Kansas
$305K -$34.3K -231 -10%
BSA
679
Braun Stacey Associates
New York
$303K +$50.3K +338 +20%
TWA
680
TCI Wealth Advisors
Arizona
$302K – – –
MAM
681
Marquette Asset Management
Minnesota
$301K -$25.7K -173 -8%
PAM
682
Premier Asset Management
Illinois
$297K – – –
JC
683
Jacobs & Co
California
$297K – – –
WCM
684
Wealthcare Capital Management
Virginia
$296K – – –
FWCM
685
Ferguson Wellman Capital Management
Oregon
$295K -$5.95K -40 -2%
SFG
686
SNS Financial Group
Minnesota
$295K +$295K +1,984 New
1IC
687
1919 Investment Counsel
Maryland
$294K – – –
Fiera Capital (Canada)
688
Fiera Capital (Canada)
Quebec, Canada
$294K +$294K +1,979 New
KBC Group
689
KBC Group
Belgium
$292K -$181K -1,216 -38%
WCM
690
Westend Capital Management
California
$287K +$287K +1,930 New
DWM
691
Destination Wealth Management
California
$285K +$285K +1,916 New
NIM
692
NuWave Investment Management
New Jersey
$282K +$282K +1,896 New
EA
693
Emerald Advisers
Pennsylvania
$281K – – –
BIC
694
Bridges Investment Counsel
Nebraska
$278K – – –
MBTD
695
Mechanics Bank - Trust Department
California
$278K – – –
G
696
GlobalBridge
Minnesota
$277K -$7.3K -49 -3%
DHFB
697
Dixon Hubard Feinour & Brown
Virginia
$275K -$14.9K -100 -5%
ERIM
698
Eagle Ridge Investment Management
Connecticut
$275K +$275K +1,848 New
SC
699
Scotia Capital
Ontario, Canada
$272K +$272K +1,827 New
SBWM
700
Sunflower Bank Wealth Management
Arizona
$268K +$268K +1,805 New
26 27
28
29 30