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Lockheed Martin
LMT

Overview Fund Activity

1,221 hedge funds and large institutions have $58.1B invested in Lockheed Martin in 2016 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 448 increasing their positions, 429 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
+106
Holders Change %
+9.51%
% of All Funds
30.57%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.25%
New
182
Increased
448
Reduced
429
Closed
58
Calls
$416M
Puts
$852M
Net Calls
-$436M
Net Calls Change
-$98.8M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$170M
2
Wells Fargo
Wells Fargo
California
$873M
3
Prudential Financial
Prudential Financial
New Jersey
$205M
4
BFA
BlackRock Fund Advisors
California
$1.77B
5
WRF
Waddell & Reed Financial
Kansas
$407M

Top Sellers

1
State Street
State Street
Massachusetts
$12.2B
2
SAC
Smith Affiliated Capital
New York
$0
3
Boston Partners
Boston Partners
Massachusetts
$47.3M
4
AIM
Artemis Investment Management
United Kingdom
$14.3M
5
Capital World Investors
Capital World Investors
California
$6.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
701
Sonora Investment Management
Arizona
$1.04M +$48.7K +195 +5%
CCA
702
Checchi Capital Advisers
California
$1.04M +$21.5K +86 +2%
CS
703
Credential Securities
$1.04M -$36K -144 -3%
PWMAG
704
Pinnacle Wealth Management Advisory Group
New Jersey
$1.04M +$12.5K +50 +1%
WBG
705
Wharton Business Group
Pennsylvania
$1.04M – – –
BOTW
706
Bank of the West
California
$1.03M +$26.7K +107 +3%
DAS
707
Dynamic Advisor Solutions
Arizona
$1.03M +$70.5K +282 +7%
ATC
708
Adirondack Trust Company
New York
$1.02M -$3.75K -15 -0.4%
GI
709
Gradient Investments
Minnesota
$1.01M -$6.25K -25 -0.6%
MWM
710
Meridian Wealth Management
Kentucky
$1.01M +$1.01M +4,052 New
OSAM
711
O'Shaughnessy Asset Management
Connecticut
$1.01M +$807K +3,227 +403%
GIA
712
Guyasuta Investment Advisors
Pennsylvania
$991K – – –
PA
713
Perennial Advisors
New York
$987K +$987K +3,948 New
SCM
714
SOL Capital Management
Maryland
$986K -$37.5K -150 -4%
WSTAM
715
Wilbanks Smith & Thomas Asset Management
Virginia
$985K +$28.3K +113 +3%
CCM
716
Crossvault Capital Management
Texas
$985K +$62.2K +249 +7%
SA
717
SL Advisors
New Jersey
$983K -$6K -24 -0.6%
WCBA
718
Weaver C. Barksdale & Associates
Tennessee
$983K -$5.5K -22 -0.6%
BHWM
719
Bar Harbor Wealth Management
New Hampshire
$980K -$4.25K -17 -0.4%
SI
720
SII Investments
Wisconsin
$969K +$92.3K +372 +11%
FT
721
Fiduciary Trust
Massachusetts
$968K – – –
FP
722
Foundry Partners
Minnesota
$967K -$2.29M -9,153 -70%
AT
723
Arden Trust
Delaware
$952K -$119K -476 -11%
KC
724
Kingfisher Capital
North Carolina
$945K -$221K -883 -19%
DOA
725
D'Orazio & Associates
Virginia
$944K -$47.5K -190 -5%
27 28
29
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