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Lockheed Martin
LMT

Overview Fund Activity

1,152 hedge funds and large institutions have $61.3B invested in Lockheed Martin in 2016 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 437 increasing their positions, 449 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
+37
Holders Change %
+3.32%
% of All Funds
30.79%
Holding in Top 10
64
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+33.33%
% of All Funds
1.71%
New
97
Increased
437
Reduced
449
Closed
46
Calls
$391M
Puts
$512M
Net Calls
-$121M
Net Calls Change
-$147M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$1.06B
2
Citadel Advisors
Citadel Advisors
Florida
$163M
3
SBAM
Santa Barbara Asset Management
California
$132M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$126M
5
Bank of America
Bank of America
North Carolina
$2.2B

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$26.1M
2
Franklin Resources
Franklin Resources
California
$183M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$168M
4
AIM
Artemis Investment Management
United Kingdom
$253M
5
State Street
State Street
Massachusetts
$12.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAI
776
Capital Advisors Inc
Oklahoma
$703K – – –
EFSCE
777
Enterprise Financial Services Corp (EFSC)
Missouri
$703K +$248K +1,000 +55%
PA
778
Probity Advisors
Texas
$703K +$703K +2,834 New
NFG
779
Next Financial Group
Texas
$697K +$53.3K +215 +8%
OIA
780
Optimum Investment Advisors
Illinois
$695K -$202K -815 -23%
RGC
781
Roberts, Glore & Co
Illinois
$693K -$4.47K -18 -0.6%
OC
782
Oakworth Capital
Alabama
$693K +$15.3K +65 +2%
11A
783
10-15 Associates
New York
$689K +$10.9K +44 +2%
RWA
784
Ropes Wealth Advisors
Massachusetts
$685K +$251K +1,012 +58%
EHC
785
Everett Harris & Co
California
$681K -$2.98K -12 -0.4%
JCM
786
Janney Capital Management
Pennsylvania
$675K +$49.6K +200 +8%
PI
787
PineBridge Investments
New York
$673K -$12.3M -49,676 -95%
PL
788
Perpetual Ltd
Australia
$671K -$99.3K -400 -13%
AWCI
789
Alpine Woods Capital Investors
New York
$670K – – –
MCM
790
Maple Capital Management
Vermont
$661K +$170K +686 +35%
CAM
791
Carret Asset Management
New York
$659K – – –
BBPWM
792
Blue Bell Private Wealth Management
Pennsylvania
$652K -$149K -600 -19%
GIA
793
Granite Investment Advisors
New Hampshire
$651K – – –
IT
794
Independence Trust
Tennessee
$641K +$19.8K +80 +3%
GHAM
795
Gilman Hill Asset Management
Connecticut
$640K +$91.3K +368 +17%
AIM
796
Aspen Investment Management
Michigan
$638K -$12.4K -50 -2%
UF
797
Univest Financial
Pennsylvania
$634K -$25.6K -103 -4%
FG
798
Fiduciary Group
Georgia
$632K +$41K +165 +7%
GWM
799
Geneos Wealth Management
Colorado
$630K +$41.4K +166 +7%
SFSIG
800
San Francisco Sentry Investment Group
California
$626K -$7.2K -29 -1%
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