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Lockheed Martin
LMT

Overview Fund Activity

1,020 hedge funds and large institutions have $53.1B invested in Lockheed Martin in 2015 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 366 increasing their positions, 404 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
+14
Holders Change %
+1.39%
% of All Funds
28.51%
Holding in Top 10
47
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+62.07%
% of All Funds
1.31%
New
81
Increased
366
Reduced
404
Closed
58
Calls
$231M
Puts
$353M
Net Calls
-$122M
Net Calls Change
+$58.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$756M
2
WRF
Waddell & Reed Financial
Kansas
+$226M
3
O
OppenheimerFunds
New York
+$163M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$86.4M
5
AI
Analytic Investors
California
+$71.4M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$219M
2
State Street
State Street
Massachusetts
-$217M
3
Citigroup
Citigroup
New York
-$125M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$122M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
701
Modera Wealth Management
New Jersey
$545K -$19.9K -96 -4%
SIM
702
Sonora Investment Management
Arizona
$545K +$545K +2,690 New
CFS
703
Commonwealth Financial Services
West Virginia
$544K -$2.07K -10 -0.4%
Fuller & Thaler Asset Management
704
Fuller & Thaler Asset Management
California
$539K +$145K +700 +37%
SC
705
SouthState Corp
Florida
$536K -$10.4K -50 -2%
GL
706
GLG LLC
New York
$536K -$9.53K -46 -2%
SWM
707
Segment Wealth Management
Texas
$535K – – –
IC
708
InterOcean Capital
Illinois
$532K +$6.02K +29 +1%
NFG
709
Next Financial Group
Texas
$530K -$2.7K -13 -0.5%
TCOTO
710
Trust Company of the Ozarks
Missouri
$529K -$20.7K -100 -4%
RCG
711
Ruane, Cunniff & Goldfarb
New York
$528K -$42.5K -205 -7%
MSFP
712
Mark Sheptoff Financial Planning
Connecticut
$522K +$3.53K +17 +0.7%
HVIA
713
Hudson Valley Investment Advisors
New York
$521K -$41.4K -200 -7%
CIC
714
Carnegie Investment Counsel
Ohio
$521K +$2.9K +13 +0.6%
PL
715
Perpetual Ltd
Australia
$519K -$104K -500 -17%
DOA
716
D'Orazio & Associates
Virginia
$519K +$5.97K +27 +1%
SWP
717
Stratos Wealth Partners
Ohio
$519K +$130K +627 +33%
MIM
718
Miller Investment Management
Pennsylvania
$517K – – –
GI
719
GAMCO Investors
Connecticut
$513K – – –
SI
720
SII Investments
Wisconsin
$513K +$56.9K +277 +12%
MIC
721
MU Investments Company
Japan
$512K -$30.4K -150 -6%
OWP
722
Obermeyer Wealth Partners
Colorado
$512K -$20.7K -100 -4%
SCM
723
Sterling Capital Management
North Carolina
$512K -$15.5K -75 -3%
FMLI
724
Fukoku Mutual Life Insurance
Japan
$512K – – –
CL
725
CPWM LLC
Washington
$510K +$510K +2,462 New
27 28
29
30 31