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Lockheed Martin
LMT

Overview Fund Activity

899 hedge funds and large institutions have $44.6B invested in Lockheed Martin in 2014 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 317 increasing their positions, 339 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
899
Holders Change
+56
Holders Change %
+6.64%
% of All Funds
25.98%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
1.04%
New
104
Increased
317
Reduced
339
Closed
40
Calls
$179M
Puts
$347M
Net Calls
-$168M
Net Calls Change
+$300M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$327M
2
BA
BlackRock Advisors
Delaware
+$261M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$229M
4
Ameriprise
Ameriprise
Minnesota
+$190M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$182M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$602M
2
Capital World Investors
Capital World Investors
California
-$371M
3
State Street
State Street
Massachusetts
-$273M
4
Citadel Advisors
Citadel Advisors
Florida
-$178M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$146M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFC
751
First Financial Corp
Indiana
$265K +$5.71K +35 +2%
LFG
752
LifePlan Financial Group
Ohio
$264K – – –
SKK
753
Shepherd Kaplan Krochuk
Massachusetts
$264K +$264K +1,616 New
PL
754
Parkwood LLC
Ohio
$258K -$15.7K -96 -6%
OWD
755
Osborn Williams & Donohoe
Ohio
$257K – – –
AHB
756
Abner Herrman & Brock
New Jersey
$256K – – –
TRCT
757
Tower Research Capital (TRC)
New York
$255K -$11.6K -71 -4%
WA
758
WealthTrust-Arizona
Arizona
$254K +$205K +1,255 +418%
RW
759
Rand Wealth
Maryland
$253K – – –
MWAC
760
Mariner Wealth Advisors (Cincinnati)
Ohio
$253K +$253K +1,550 New
BHWM
761
Bar Harbor Wealth Management
New Hampshire
$252K – – –
SI
762
SII Investments
Wisconsin
$252K +$10.3K +68 +4%
EWA
763
EP Wealth Advisors
California
$249K +$249K +1,528 New
GLI
764
Guardian Life Insurance
New York
$247K -$1.14K -7 -0.5%
PWAP
765
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$246K – – –
PP
766
Patten & Patten
Tennessee
$246K +$8.16K +50 +3%
CCA
767
Checchi Capital Advisers
California
$246K +$17K +104 +7%
ITIM
768
Indiana Trust & Investment Management
Indiana
$245K – – –
PTB
769
Pioneer Trust Bank
Oregon
$245K – – –
SIP
770
Stoneridge Investment Partners
Pennsylvania
$245K – – –
ZDA
771
Zweig-DiMenna Associates
New York
$245K +$245K +1,500 New
IB
772
Intrust Bank
Kansas
$244K -$92.4K -564 -27%
PSI
773
Pinnacle Summer Investments
Virginia
$241K +$1.97K +12 +0.8%
HSA
774
HBK Sorce Advisory
Pennsylvania
$241K +$241K +1,478 New
TCM
775
Tetrem Capital Management
Manitoba, Canada
$240K +$12.4K +76 +5%
29 30
31
32 33