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Lockheed Martin
LMT

Overview Fund Activity

843 hedge funds and large institutions have $41.2B invested in Lockheed Martin in 2013 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 279 increasing their positions, 329 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
843
Holders Change
+82
Holders Change %
+10.78%
% of All Funds
24.48%
Holding in Top 10
35
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.9%
% of All Funds
1.02%
New
123
Increased
279
Reduced
329
Closed
32
Calls
$257M
Puts
$725M
Net Calls
-$468M
Net Calls Change
-$261M

Top Buyers

1
OC
Oakmont Corp
California
$160M
2
Boston Partners
Boston Partners
Massachusetts
$298M
3
Bessemer Group
Bessemer Group
New Jersey
$95.6M
4
RL
Ruffer LLP
United Kingdom
$383M
5
JHIU
Janus Henderson Investors US
Colorado
$140M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$5.44B
2
MCM
Marsico Capital Management
Colorado
$7.69M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$506M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$126M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
PTB
726
Pioneer Trust Bank
Oregon
$223K +$223K +1,500 New
FWP
727
FAS Wealth Partners
Kansas
$223K +$223K +1,500 New
SIP
728
Stoneridge Investment Partners
Pennsylvania
$223K +$223K +1,500 New
LJAC
729
L.J. Altfest & Co
New York
$220K +$220K +1,480 New
PSI
730
Pinnacle Summer Investments
Virginia
$218K +$34.2K +229 +19%
FNBTCON
731
First National Bank & Trust Co of Newtown
Pennsylvania
$218K +$218K +1,470 New
PP
732
Patten & Patten
Tennessee
$217K +$217K +1,457 New
CPO
733
Cerity Partners OCIO
New York
$217K +$217K +1,459 New
HCA
734
Horan Capital Advisors
Ohio
$216K +$216K +1,456 New
FCI
735
Financial Counselors Inc
Kansas
$215K +$215K +1,444 New
VAM
736
Visium Asset Management
New York
$212K -$1.7M -11,391 -89%
FFA
737
First Foundation Advisors
California
$211K +$211K +1,419 New
CCA
738
Checchi Capital Advisers
California
$209K +$209K +1,404 New
TCM
739
Tetrem Capital Management
Manitoba, Canada
$207K +$30.5K +205 +17%
LC
740
Lilley & Co
Michigan
$205K +$205K +1,379 New
P
741
Pitcairn
Pennsylvania
$204K +$204K +1,370 New
SFI
742
SPC Financial Inc
Maryland
$201K -$33.5K -225 -14%
TSWM
743
Triangle Securities Wealth Management
North Carolina
$200K +$200K +1,347 New
SYBT
744
Stock Yards Bank & Trust
Kentucky
$200K +$200K +1,348 New
PTC
745
Private Trust Company
Ohio
$187K -$9.83K -66 -5%
SAMC
746
Shinko Asset Management Company
Japan
$184K -$8.9K -60 -5%
SHWM
747
Smith & Howard Wealth Management
Georgia
$175K +$59.1K +398 +51%
FHA
748
First Horizon Advisors
Tennessee
$172K -$81.6K -551 -32%
WT
749
Whittier Trust
California
$164K – – –
Northwestern Mutual Wealth Management
750
Northwestern Mutual Wealth Management
Wisconsin
$163K +$10.2K +69 +7%
28 29
30
31 32