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Lockheed Martin
LMT

Overview Fund Activity

1,006 hedge funds and large institutions have $48.1B invested in Lockheed Martin in 2015 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 350 increasing their positions, 381 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+25
Holders Change %
+2.55%
% of All Funds
27.13%
Holding in Top 10
29
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-29.27%
% of All Funds
0.78%
New
95
Increased
350
Reduced
381
Closed
58
Calls
$144M
Puts
$324M
Net Calls
-$180M
Net Calls Change
-$16.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$355M
2
AIM
Artemis Investment Management
United Kingdom
+$184M
3
Wells Fargo
Wells Fargo
California
+$128M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$102M
5
Citigroup
Citigroup
New York
+$101M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$257M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$181M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$171M
4
State Street
State Street
Massachusetts
-$170M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
UF
676
Univest Financial
Pennsylvania
$529K -$63.6K -342 -11%
CCA
677
Checchi Capital Advisers
California
$529K -$28.6K -154 -5%
WKWM
678
Walter & Keenan Wealth Management
Indiana
$529K +$18.6K +100 +4%
CWM
679
Concert Wealth Management
California
$528K -$33K -176 -6%
PMG
680
ProVise Management Group
Florida
$523K +$5.95K +32 +1%
CSS
681
Cubist Systematic Strategies
Connecticut
$521K -$354K -1,907 -40%
OMCS
682
Old Mutual Customised Solutions
South Africa
$521K – – –
AWA
683
ARS Wealth Advisors
Florida
$515K – – –
RCG
684
Ruane, Cunniff & Goldfarb
New York
$511K – – –
Squarepoint
685
Squarepoint
New York
$511K +$511K +2,748 New
GP
686
GLG Partners
United Kingdom
$509K +$509K +2,740 New
MWM
687
Modera Wealth Management
New Jersey
$506K +$1.86K +10 +0.4%
PSUF
688
People's United Financial
Connecticut
$506K +$51.1K +275 +11%
HVIA
689
Hudson Valley Investment Advisors
New York
$505K +$68.8K +370 +16%
MIC
690
MU Investments Company
Japan
$497K -$18.5K -100 -4%
SCM
691
Shelton Capital Management
Colorado
$494K – – –
BDF
692
Balasa Dinverno & Foltz
$493K +$211K +1,135 +75%
TCOTO
693
Trust Company of the Ozarks
Missouri
$492K +$29.7K +160 +6%
CFS
694
Commonwealth Financial Services
West Virginia
$490K -$8.18K -44 -2%
CCB
695
Cutter & Co Brokerage
Missouri
$490K +$14.3K +77 +3%
SC
696
SouthState Corp
Florida
$489K -$175K -943 -26%
GL
697
GLG LLC
New York
$489K -$66.1K -356 -12%
FBC
698
Fairfield, Bush & Co
Connecticut
$483K – – –
QAM
699
Quantres Asset Management
Cayman Islands
$483K +$483K +2,600 New
SWM
700
Segment Wealth Management
Texas
$480K -$9.29K -50 -2%
26 27
28
29 30