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Lockheed Martin
LMT

Overview Fund Activity

1,075 hedge funds and large institutions have $54.2B invested in Lockheed Martin in 2015 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 416 increasing their positions, 374 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
+55
Holders Change %
+5.39%
% of All Funds
28.23%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
1.37%
New
118
Increased
416
Reduced
374
Closed
48
Calls
$197M
Puts
$392M
Net Calls
-$196M
Net Calls Change
-$74.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$144M
2
BFA
BlackRock Fund Advisors
California
+$101M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$58.8M
4
WRF
Waddell & Reed Financial
Kansas
+$51.6M
5
WIM
Waverton Investment Management
United Kingdom
+$49.4M

Top Sellers

1
AIG
American International Group
New York
-$376M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$200M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$195M
4
Franklin Resources
Franklin Resources
California
-$195M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
726
Sonora Investment Management
Arizona
$591K +$6.52K +30 +1%
11A
727
10-15 Associates
New York
$589K +$4.56K +21 +0.8%
TWA
728
TCI Wealth Advisors
Arizona
$587K – – –
AWCI
729
Alpine Woods Capital Investors
New York
$586K – – –
LH
730
Lebenthal Holdings
New York
$581K -$101K -464 -15%
CL
731
CPWM LLC
Washington
$576K +$41.5K +191 +8%
NFG
732
Next Financial Group
Texas
$572K +$17.4K +80 +3%
MWM
733
Modera Wealth Management
New Jersey
$570K – – –
AIM
734
Aspen Investment Management
Michigan
$569K -$32.6K -150 -5%
MSFP
735
Mark Sheptoff Financial Planning
Connecticut
$568K +$21.7K +100 +4%
AA
736
ALPS Advisors
Colorado
$567K -$21.1M -97,060 -97%
UF
737
Univest Financial
Pennsylvania
$567K -$57.5K -265 -9%
OC
738
Oakworth Capital
Alabama
$566K +$67.3K +310 +13%
Fuller & Thaler Asset Management
739
Fuller & Thaler Asset Management
California
$565K – – –
PL
740
Perpetual Ltd
Australia
$565K +$21.7K +100 +4%
SWM
741
Segment Wealth Management
Texas
$561K – – –
VFS
742
VSR Financial Services
Kansas
$561K +$160K +739 +40%
TNB
743
Thomasville National Bank
Georgia
$555K +$107K +495 +24%
RCG
744
Ruane, Cunniff & Goldfarb
New York
$550K -$2.17K -10 -0.4%
PFS
745
Prospera Financial Services
Texas
$550K +$72.9K +336 +15%
RC
746
RegentAtlantic Capital
New Jersey
$549K +$73K +336 +15%
SCM
747
Sterling Capital Management
North Carolina
$546K +$9.55K +44 +2%
GA
748
Geneva Advisors
Illinois
$545K +$58K +267 +12%
MIM
749
Miller Investment Management
Pennsylvania
$542K – – –
HVIA
750
Hudson Valley Investment Advisors
New York
$541K -$5.43K -25 -1%
28 29
30
31 32