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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 %
FNBTCON
701
First National Bank & Trust Co of Newtown
Pennsylvania
$808K +$360K +1,625 +80%
FDS
702
First Dallas Securities
Texas
$807K -$235K -1,059 -23%
AAS
703
Annex Advisory Services
Wisconsin
$803K +$66K +298 +9%
OIA
704
Optimum Investment Advisors
Illinois
$801K -$22.2K -100 -3%
WG
705
Winton Group
United Kingdom
$794K +$794K +3,583 New
DPIM
706
Duff & Phelps Investment Management
Illinois
$782K -$174K -785 -18%
MAM
707
Majedie Asset Management
United Kingdom
$781K -$66.9K -302 -8%
HC
708
Hourglass Capital
Texas
$780K – – –
CCM
709
Crossvault Capital Management
Texas
$780K – – –
PRA
710
Parametric Risk Advisors
Connecticut
$775K – – –
FFA
711
First Foundation Advisors
California
$775K +$13.7K +62 +2%
HH
712
Hilltop Holdings
Texas
$768K -$27.5K -124 -3%
WSFS
713
Wilmington Savings Fund Society
Delaware
$767K -$1.11K -5 -0.1%
HIC
714
Hartline Investment Corp
Illinois
$767K – – –
MGIA
715
Moneta Group Investment Advisors
Missouri
$761K +$271K +1,225 +55%
BHWM
716
Bar Harbor Wealth Management
New Hampshire
$759K +$424K +1,913 +127%
SWP
717
Stratos Wealth Partners
Ohio
$757K -$12.4K -56 -2%
RC
718
RegentAtlantic Capital
New Jersey
$731K +$171K +771 +30%
MJRIC
719
Mogy Joel R Investment Counsel
California
$731K +$658K +2,970 +900%
FTC
720
Farmers Trust Company
Ohio
$728K -$15.5K -70 -2%
CIC
721
Crawford Investment Counsel
Georgia
$725K -$36.5K -165 -5%
DekaBank Deutsche Girozentrale
722
DekaBank Deutsche Girozentrale
Germany
$722K – – –
CPC
723
Cookson Peirce & Co
Pennsylvania
$720K +$17.7K +80 +3%
BBPWM
724
Blue Bell Private Wealth Management
Pennsylvania
$715K – – –
BFA
725
Benedict Financial Advisors
Georgia
$714K +$714K +3,223 New
27 28
29
30 31