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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 %
RCM
801
Reynolds Capital Management
Nevada
$284K 1,400 +200 +17%
SYBT
802
Stock Yards Bank & Trust
Kentucky
$283K 1,390 +42 +3%
AIM
803
Artemis Investment Management
United Kingdom
$282K 1,388 -102,422 -99%
SAM
804
SignalPoint Asset Management
Missouri
$282K 1,388 +200 +17%
AAS
805
Annex Advisory Services
Wisconsin
$282K 1,389 +1,389 New
EM
806
Excalibur Management
Massachusetts
$282K 1,390 +1,390 New
MFBTD
807
MB Financial Bank - Trust Department
Illinois
$279K 1,375 – –
SHWM
808
Smith & Howard Wealth Management
Georgia
$277K 1,365 +170 +14%
WA
809
WealthTrust-Arizona
Arizona
$275K 1,355 – –
GCA
810
Guardian Capital Advisors
Ontario, Canada
$275K 1,100 – –
AHB
811
Abner Herrman & Brock
New Jersey
$274K 1,350 -96 -7%
CWM
812
Concert Wealth Management
California
$274K 2,989 +163 +6%
PTC
813
Private Trust Company
Ohio
$273K 1,347 -80 -6%
ITIM
814
Indiana Trust & Investment Management
Indiana
$273K 1,345 – –
RWA
815
River Wealth Advisors
Pennsylvania
$271K 1,335 +1,335 New
MM
816
Meridian Management
Arkansas
$265K 1,304 – –
AIM
817
Acuity Investment Management
Ontario, Canada
$264K 1,300 -800 -38%
CPS
818
Counsel Portfolio Services
Ontario, Canada
$264K 1,300 -500 -28%
FNB
819
Farmers National Bank
Kentucky
$264K 1,299 – –
SRAM
820
Stone Ridge Asset Management
New York
$264K 1,300 – –
EWA
821
EP Wealth Advisors
California
$263K 1,296 -22 -2%
HSA
822
HBK Sorce Advisory
Pennsylvania
$263K 1,295 – –
BKBG
823
BHF Kleinwort Benson Group
Belgium
$262K 1,290 +865 +204%
RCWMU
824
Rothschild & Co Wealth Management (UK)
United Kingdom
$254K 1,250 +1,250 New
DCM
825
Donaldson Capital Management
Indiana
$249K 1,225 +1,225 New
31 32
33
34 35