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Lockheed Martin
LMT

Overview Fund Activity

1,115 hedge funds and large institutions have $54.9B invested in Lockheed Martin in 2016 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 454 increasing their positions, 400 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+40
Holders Change %
+3.72%
% of All Funds
29.76%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
1.28%
New
96
Increased
454
Reduced
400
Closed
46
Calls
$298M
Puts
$272M
Net Calls
+$26.3M
Net Calls Change
+$222M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
+$352M
2
UBS Group
UBS Group
Switzerland
+$287M
3
Ameriprise
Ameriprise
Minnesota
+$185M
4
Bank of America
Bank of America
North Carolina
+$167M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$137M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$460M
2
Boston Partners
Boston Partners
Massachusetts
-$318M
3
Prudential Financial
Prudential Financial
New Jersey
-$130M
4
State Street
State Street
Massachusetts
-$128M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
751
Shelton Capital Management
Colorado
$616K – – –
QSS
752
Quantitative Systematic Strategies
Florida
$616K +$616K +2,764 New
AWA
753
ARS Wealth Advisors
Florida
$614K – – –
TWA
754
TCI Wealth Advisors
Arizona
$614K +$14.6K +66 +2%
EHC
755
Everett Harris & Co
California
$610K -$50.9K -230 -8%
CCA
756
Catalyst Capital Advisors
New York
$608K +$331K +1,495 +120%
ACM
757
Argentus Capital Management
Texas
$607K -$129K -582 -17%
FBC
758
Fairfield, Bush & Co
Connecticut
$605K -$2.22K -10 -0.4%
11A
759
10-15 Associates
New York
$605K +$4.43K +20 +0.7%
HAG
760
HighPoint Advisor Group
Illinois
$599K +$66.9K +295 +13%
SI
761
SII Investments
Wisconsin
$599K +$139K +629 +30%
AWCI
762
Alpine Woods Capital Investors
New York
$598K – – –
LH
763
Lebenthal Holdings
New York
$597K +$4.65K +21 +0.8%
CAM
764
Carret Asset Management
New York
$589K -$22.2K -100 -4%
UF
765
Univest Financial
Pennsylvania
$589K +$9.98K +45 +2%
VKH
766
Virtu KCG Holdings
New York
$587K -$1.85M -8,373 -76%
MC
767
Miles Capital
Iowa
$585K -$28.6K -129 -5%
GIA
768
Granite Investment Advisors
New Hampshire
$581K -$49.8K -225 -8%
GL
769
GLG LLC
New York
$580K -$25.5K -115 -4%
AIM
770
Aspen Investment Management
Michigan
$580K – – –
MWM
771
MinichMacGregor Wealth Management
New York
$580K +$17K +77 +3%
NFG
772
Next Financial Group
Texas
$574K -$9.52K -43 -2%
CG
773
Cutler Group
California
$573K +$573K +2,590 New
SWM
774
Segment Wealth Management
Texas
$572K – – –
FMLI
775
Fukoku Mutual Life Insurance
Japan
$569K +$22.1K +100 +4%
29 30
31
32 33