LMT icon

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 %
FPCM
676
Financial Partners Capital Management
New York
$924K – – –
IP
677
Investment Partners
Ohio
$921K +$241K +1,110 +35%
ACH
678
ArrowMark Colorado Holdings
Colorado
$919K -$188K -849 -17%
PTC
679
Private Trust Company
Ohio
$906K +$116K +523 +15%
HVIA
680
Hudson Valley Investment Advisors
New York
$898K +$347K +1,565 +63%
ATC
681
Adirondack Trust Company
New York
$883K -$22.2K -100 -2%
MI
682
Montage Investments
Kansas
$879K +$879K +3,968 New
GIA
683
Guyasuta Investment Advisors
Pennsylvania
$878K -$63.1K -285 -7%
DOA
684
D'Orazio & Associates
Virginia
$873K +$359K +1,622 +70%
OCG
685
Opus Capital Group
Ohio
$866K +$50.7K +229 +6%
BAM
686
Bruderman Asset Management
New York
$861K +$1.33K +6 +0.2%
ASN
687
Advisory Services Network
Georgia
$859K -$370K -1,669 -30%
AMIM
688
Aull & Monroe Investment Management
Alabama
$850K – – –
WCA
689
Waratah Capital Advisors
Ontario, Canada
$848K +$848K +3,830 New
PWMAG
690
Pinnacle Wealth Management Advisory Group
New Jersey
$841K -$89.8K -405 -10%
LCP
691
Legacy Capital Partners
Wisconsin
$839K +$586K +2,645 +232%
CIC
692
Carnegie Investment Counsel
Ohio
$833K +$13.3K +60 +2%
WSTAM
693
Wilbanks Smith & Thomas Asset Management
Virginia
$832K +$27.9K +126 +3%
CCB
694
Cutter & Co Brokerage
Missouri
$828K +$68.9K +311 +9%
BG
695
Bollard Group
Massachusetts
$824K – – –
MCM
696
Mork Capital Management
California
$820K -$22.2K -100 -3%
Point72 Asset Management
697
Point72 Asset Management
Connecticut
$820K +$820K +3,700 New
Simplex Trading
698
Simplex Trading
Illinois
$816K -$403K -1,822 -33%
Fisher Asset Management
699
Fisher Asset Management
Washington
$813K +$44.3K +196 +6%
EHWM
700
Eads & Heald Wealth Management
Georgia
$809K -$20.6K -93 -2%
26 27
28
29 30