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Lockheed Martin
LMT

Overview Fund Activity

1,006 hedge funds and large institutions have $48.1B invested in Lockheed Martin in 2015 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 350 increasing their positions, 381 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+25
Holders Change %
+2.55%
% of All Funds
27.13%
Holding in Top 10
29
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-29.27%
% of All Funds
0.78%
New
95
Increased
350
Reduced
381
Closed
58
Calls
$144M
Puts
$324M
Net Calls
-$180M
Net Calls Change
-$16.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$355M
2
AIM
Artemis Investment Management
United Kingdom
+$184M
3
Wells Fargo
Wells Fargo
California
+$128M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$102M
5
Citigroup
Citigroup
New York
+$101M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$257M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$181M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$171M
4
State Street
State Street
Massachusetts
-$170M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAM
776
Visium Asset Management
New York
$330K -$6.18M -33,225 -95%
GA
777
Geller Advisors
New York
$327K – – –
JWM
778
Jacobus Wealth Management
Wisconsin
$326K -$4.09K -22 -1%
RWA
779
Ropes Wealth Advisors
Massachusetts
$325K – – –
ECM
780
Exchange Capital Management
Michigan
$323K – – –
OWD
781
Osborn Williams & Donohoe
Ohio
$322K -$20.1K -100 -6%
KCM
782
Karp Capital Management
California
$322K – – –
ACS
783
Archford Capital Strategies
Illinois
$320K -$49.3K -265 -13%
BRWA
784
B. Riley Wealth Advisors
Florida
$317K -$214K -1,131 -40%
BRWM
785
B. Riley Wealth Management
Tennessee
$317K +$2.23K +12 +0.7%
HIM
786
Hillsdale Investment Management
Ontario, Canada
$316K +$24.2K +130 +8%
FDCC
787
Foster Dykema Cabot & Co
Massachusetts
$315K – – –
GA
788
Geneva Advisors
Illinois
$314K -$1.12K -6 -0.4%
GWCM
789
Godshalk Welsh Capital Management
Pennsylvania
$313K -$55.8K -300 -15%
DJSG
790
D.J. St. Germain
Massachusetts
$312K – – –
TCM
791
Tetrem Capital Management
Manitoba, Canada
$311K +$37.9K +204 +14%
VCAM
792
Van Cleef Asset Management
Ohio
$307K – – –
BHBT
793
Burke & Herbert Bank & Trust
Virginia
$306K – – –
LC
794
Lourd Capital
California
$306K +$3.72K +20 +1%
AIA
795
Affinity Investment Advisors
California
$306K +$306K +1,648 New
AW
796
ACG Wealth
Georgia
$305K +$558 +3 +0.2%
CLOS
797
Compagnie Lombard Odier SCmA
Switzerland
$305K +$35.4K +190 +13%
WA
798
WBH Advisory
Maryland
$304K -$74.3K -400 -20%
HI
799
Hudock Inc
Pennsylvania
$304K +$165K +890 +119%
ARMT
800
Amica Retiree Medical Trust
Rhode Island
$303K – – –
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32
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