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Lockheed Martin
LMT

Overview Fund Activity

991 hedge funds and large institutions have $50.9B invested in Lockheed Martin in 2014 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 345 increasing their positions, 364 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+73
Holders Change %
+7.95%
% of All Funds
26.45%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
1.07%
New
143
Increased
345
Reduced
364
Closed
55
Calls
$168M
Puts
$586M
Net Calls
-$418M
Net Calls Change
-$160M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$227M
2
American Century Companies
American Century Companies
Missouri
+$216M
3
MAM
Marketfield Asset Management
New York
+$175M
4
WRF
Waddell & Reed Financial
Kansas
+$149M
5
BFA
BlackRock Fund Advisors
California
+$116M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$490M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$363M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$336M
4
VAM
Veritas Asset Management
United Kingdom
-$256M
5
Bank of America
Bank of America
North Carolina
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
701
Two Sigma Advisers
New York
$520K -$963K -5,000 -65%
CFS
702
Commonwealth Financial Services
West Virginia
$520K +$520K +2,701 New
GIA
703
Granite Investment Advisors
New Hampshire
$515K -$159K -825 -24%
LNWWM
704
Laird Norton Wetherby Wealth Management
California
$509K +$22.9K +119 +5%
MGIA
705
Moneta Group Investment Advisors
Missouri
$508K -$75K -390 -13%
BA
706
Bennicas & Associates
California
$501K -$134K -693 -21%
FBC
707
Fairfield, Bush & Co
Connecticut
$501K – – –
CCA
708
Checchi Capital Advisers
California
$499K +$41K +213 +9%
DWM
709
Destination Wealth Management
California
$496K +$23.1K +120 +5%
TCOTO
710
Trust Company of the Ozarks
Missouri
$494K +$61.6K +320 +14%
FMII
711
Farmers & Merchants Investments Inc
Nebraska
$491K – – –
WKWM
712
Walter & Keenan Wealth Management
Indiana
$490K -$38.5K -200 -7%
OWP
713
Obermeyer Wealth Partners
Colorado
$490K +$490K +2,545 New
MSFP
714
Mark Sheptoff Financial Planning
Connecticut
$481K – – –
MIM
715
Miller Investment Management
Pennsylvania
$480K – – –
HIM
716
Hillsdale Investment Management
Ontario, Canada
$476K -$57.8K -300 -11%
LA
717
Lucus Advisors
New York
$475K +$475K +2,469 New
CFA
718
CT Financial Advisors
Pennsylvania
$474K +$474K +2,463 New
CCB
719
Cutter & Co Brokerage
Missouri
$470K +$22.1K +115 +5%
FNB
720
First Niagara Bank
New York
$468K -$4.82K -25 -1%
EPM
721
Equitec Proprietary Markets
Illinois
$467K +$467K +2,424 New
TNB
722
Thomasville National Bank
Georgia
$466K -$66.4K -345 -12%
SFSIG
723
San Francisco Sentry Investment Group
California
$466K -$15.6K -81 -3%
FT
724
Fiduciary Trust
Massachusetts
$464K – – –
LA
725
LVW Advisors
New York
$460K +$460K +2,390 New
27 28
29
30 31