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Lockheed Martin
LMT

Overview Fund Activity

981 hedge funds and large institutions have $53.4B invested in Lockheed Martin in 2015 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 360 increasing their positions, 400 reducing their positions, and 73 closing their positions.

Holders
981
Holders Change
-10
Holders Change %
-1.01%
% of All Funds
26.17%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
1.09%
New
79
Increased
360
Reduced
400
Closed
73
Calls
$138M
Puts
$302M
Net Calls
-$164M
Net Calls Change
+$254M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.5B
2
Capital World Investors
2
Capital World Investors
California
$6.03B
3
BA
3
BlackRock Advisors
Delaware
$462M
4
Capital International Investors
4
Capital International Investors
California
$820M
5
MCM
5
Marsico Capital Management
Colorado
$147M

Top Sellers

1
State Street
1
State Street
Massachusetts
$10.9B
2
RL
2
Ruffer LLP
United Kingdom
$230M
3
Ameriprise
3
Ameriprise
Minnesota
$659M
4
AL
4
AJO LP
Pennsylvania
$33.4M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$89.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BHWM
751
Bar Harbor Wealth Management
New Hampshire
$371K 1,830 +20 +1%
DMC
752
Drexel Morgan & Co
Pennsylvania
$365K 1,796 +1,796 New
Two Sigma Investments
753
Two Sigma Investments
New York
$365K 1,800 +1,800 New
SCP
754
Syntal Capital Partners
Texas
$361K 1,782 -10 -0.6%
JWM
755
Jacobus Wealth Management
Wisconsin
$361K 1,777 – –
FIM
756
Freedom Investment Management
Connecticut
$358K 1,763 +225 +15%
GA
757
Geller Advisors
New York
$357K 1,760 – –
RWA
758
Ropes Wealth Advisors
Massachusetts
$355K 1,748 +1,748 New
ECM
759
Exchange Capital Management
Michigan
$352K 1,735 -54 -3%
KCM
760
Karp Capital Management
California
$351K 1,730 +650 +60%
IH
761
IFC Holdings
Florida
$349K 1,734 +147 +9%
AIM
762
Assured Investment Management
New York
$346K 1,706 +1,706 New
ICM
763
IMS Capital Management
Oregon
$345K 1,700 – –
OWD
764
Osborn Williams & Donohoe
Ohio
$345K 1,700 +225 +15%
GA
765
Geneva Advisors
Illinois
$344K 1,696 -32 -2%
FDCC
766
Foster Dykema Cabot & Co
Massachusetts
$344K 1,697 – –
BRWM
767
B. Riley Wealth Management
Tennessee
$344K 1,698 +757 +80%
MWAC
768
Mariner Wealth Advisors (Cincinnati)
Ohio
$342K 1,686 -385 -19%
SC
769
Scotia Capital
Ontario, Canada
$341K 1,681 -4,539 -73%
DJSG
770
D.J. St. Germain
Massachusetts
$340K 1,676 – –
VCAM
771
Van Cleef Asset Management
Ohio
$335K 1,650 – –
BHBT
772
Burke & Herbert Bank & Trust
Virginia
$334K 1,645 – –
AW
773
ACG Wealth
Georgia
$332K 1,637 -197 -11%
ARMT
774
Amica Retiree Medical Trust
Rhode Island
$331K 1,631 -55 -3%
LC
775
Lourd Capital
California
$330K 1,625 -24 -1%
29 30
31
32 33