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Lockheed Martin
LMT

Overview Fund Activity

991 hedge funds and large institutions have $50.9B invested in Lockheed Martin in 2014 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 345 increasing their positions, 364 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+73
Holders Change %
+7.95%
% of All Funds
26.45%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
1.07%
New
143
Increased
345
Reduced
364
Closed
55
Calls
$168M
Puts
$586M
Net Calls
-$418M
Net Calls Change
-$160M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$227M
2
American Century Companies
American Century Companies
Missouri
+$216M
3
MAM
Marketfield Asset Management
New York
+$175M
4
WRF
Waddell & Reed Financial
Kansas
+$149M
5
BFA
BlackRock Fund Advisors
California
+$116M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$490M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$363M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$336M
4
VAM
Veritas Asset Management
United Kingdom
-$256M
5
Bank of America
Bank of America
North Carolina
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC
751
Park National Corp
Ohio
$397K -$63.4K -329 -14%
WIC
752
Woodmont Investment Counsel
Tennessee
$395K -$14.5K -75 -4%
BT
753
Beacon Trust
New Jersey
$392K +$47.2K +245 +14%
MAM
754
Marquette Asset Management
Minnesota
$391K – – –
TWA
755
TCI Wealth Advisors
Arizona
$388K -$3.85K -20 -1%
WCM
756
Wealthcare Capital Management
Virginia
$383K – – –
FWCM
757
Ferguson Wellman Capital Management
Oregon
$382K – – –
GWCM
758
Godshalk Welsh Capital Management
Pennsylvania
$382K +$382K +1,983 New
SCM
759
Shelton Capital Management
Colorado
$381K – – –
SI
760
SII Investments
Wisconsin
$375K +$8.33K +43 +2%
LI
761
LMCG Investments
Massachusetts
$371K -$16.3K -85 -4%
EFSCE
762
Enterprise Financial Services Corp (EFSC)
Missouri
$366K – – –
LFG
763
LifePlan Financial Group
Ohio
$366K +$55.2K +287 +18%
FB
764
Fulton Bank
Pennsylvania
$363K -$69.1K -359 -16%
CC
765
Cipher Capital
New York
$363K +$363K +1,886 New
BIC
766
Bridges Investment Counsel
Nebraska
$360K – – –
GIS
767
Guardian Investor Services
New York
$359K -$9.83K -51 -3%
AW
768
ACG Wealth
Georgia
$353K +$29.3K +152 +9%
BHWM
769
Bar Harbor Wealth Management
New Hampshire
$349K +$51.7K +268 +17%
IT
770
Independence Trust
Tennessee
$349K +$349K +1,810 New
CPS
771
Counsel Portfolio Services
Ontario, Canada
$347K -$405K -2,100 -54%
Northwestern Mutual Wealth Management
772
Northwestern Mutual Wealth Management
Wisconsin
$347K -$295K -1,527 -46%
SSG
773
Summit Securities Group
New York
$347K -$116K -600 -25%
DCM
774
Dynamic Capital Management
Jersey
$347K +$347K +1,800 New
SCP
775
Syntal Capital Partners
Texas
$345K – – –
29 30
31
32 33