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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 %
FWCM
726
First Western Capital Management
California
$934K -$596K -2,384 -39%
ACM
727
Azimuth Capital Management
Michigan
$933K +$7.75K +31 +0.8%
BG
728
Bollard Group
Massachusetts
$930K – – –
IH
729
IFC Holdings
Florida
$927K +$212K +852 +30%
MCM
730
Mork Capital Management
California
$925K – – –
BWL
731
Bogart Wealth LLC
Virginia
$921K +$921K +3,684 New
AP
732
AHL Partners
United Kingdom
$920K +$315K +1,263 +52%
OC
733
Oakworth Capital
Alabama
$919K +$121K +455 +15%
FNT
734
First National Trust
Pennsylvania
$917K +$498K +1,996 +119%
HI
735
Horizon Investments
North Carolina
$912K +$642K +2,567 +238%
NI
736
Numeric Investors
Massachusetts
$912K +$912K +3,650 New
Fisher Asset Management
737
Fisher Asset Management
Washington
$908K +$90.3K +361 +11%
MSAM
738
Moloney Securities Asset Management
Missouri
$907K +$907K +3,628 New
AMIM
739
Aull & Monroe Investment Management
Alabama
$903K – – –
OCG
740
Opus Capital Group
Ohio
$901K -$3.25K -13 -0.4%
HH
741
Hilltop Holdings
Texas
$897K +$35.8K +143 +4%
NJBEST
742
New Jersey Better Educational Savings Trust
New Jersey
$875K +$125K +500 +17%
MSFP
743
Mark Sheptoff Financial Planning
Connecticut
$871K +$250K +1,000 +40%
HCMT
744
Highland Capital Management (Tennessee)
Tennessee
$870K -$213K -851 -20%
SWM
745
Segment Wealth Management
Texas
$868K +$25K +100 +3%
WSFS
746
Wilmington Savings Fund Society
Delaware
$862K – – –
Verition Fund Management
747
Verition Fund Management
Connecticut
$862K +$469K +1,876 +119%
SFG
748
SevenBridge Financial Group
Pennsylvania
$861K – – –
ACM
749
Aviance Capital Management
Florida
$857K -$3.25K -13 -0.4%
OMCS
750
Old Mutual Customised Solutions
South Africa
$850K +$500K +2,000 +143%
28 29
30
31 32