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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 %
IC
776
InterOcean Capital
Illinois
$565K +$31K +140 +6%
SFSIG
777
San Francisco Sentry Investment Group
California
$564K +$103K +466 +22%
CL
778
CPWM LLC
Washington
$560K -$27.7K -125 -5%
JCM
779
Janney Capital Management
Pennsylvania
$558K +$66.4K +300 +14%
SCM
780
Sterling Capital Management
North Carolina
$557K – – –
IT
781
Independence Trust
Tennessee
$555K -$421K -1,900 -43%
GI
782
GAMCO Investors
Connecticut
$553K +$5.53K +25 +1%
MIM
783
Miller Investment Management
Pennsylvania
$552K – – –
SC
784
SouthState Corp
Florida
$552K +$222 +1 +0%
OWP
785
Obermeyer Wealth Partners
Colorado
$547K – – –
SFM
786
Signet Financial Management
New Jersey
$547K +$252K +1,136 +85%
MSFP
787
Mark Sheptoff Financial Planning
Connecticut
$535K -$44.3K -200 -8%
BRWM
788
B. Riley Wealth Management
Tennessee
$535K +$108K +489 +25%
MWAC
789
Mariner Wealth Advisors (Cincinnati)
Ohio
$533K +$48.8K +220 +10%
HI
790
Hudock Inc
Pennsylvania
$531K +$82K +370 +18%
BT
791
Beacon Trust
New Jersey
$530K +$14K +63 +3%
RCG
792
Ruane, Cunniff & Goldfarb
New York
$528K -$33.2K -150 -6%
NBC
793
Neuberger Berman Canada
Ontario, Canada
$528K +$143K +645 +37%
FG
794
Fiduciary Group
Georgia
$527K -$3.1K -14 -0.6%
GWM
795
Geneos Wealth Management
Colorado
$526K +$526K +2,361 New
CFA
796
CT Financial Advisors
Pennsylvania
$525K -$5.76K -26 -1%
I2I
797
Insight 2811 Inc
Illinois
$517K -$21K -95 -4%
BC
798
Brinker Capital
Pennsylvania
$516K +$104K +469 +25%
KCM
799
Karp Capital Management
California
$515K -$14.6K -66 -3%
CFMC
800
Curbstone Financial Management Corp
New Hampshire
$515K – – –
30 31
32
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