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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 %
FANJ
801
Financial Architects (New Jersey)
New Jersey
$300K +$105K +563 +53%
KLWA
802
Kelly Lawrence W & Associates
California
$297K +$297K +1,600 New
BCM
803
Bienville Capital Management
New York
$297K +$297K +1,600 New
PAM
804
Premier Asset Management
Illinois
$294K – – –
WCM
805
Westend Capital Management
California
$294K +$99.9K +520 +51%
AP
806
AHL Partners
United Kingdom
$289K -$322K -1,733 -53%
RW
807
Rand Wealth
Maryland
$288K – – –
SAM
808
SignalPoint Asset Management
Missouri
$282K – – –
MFBTD
809
MB Financial Bank - Trust Department
Illinois
$282K +$26.7K +144 +10%
PWAP
810
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$280K – – –
PTB
811
Pioneer Trust Bank
Oregon
$279K – – –
AHB
812
Abner Herrman & Brock
New Jersey
$279K +$19.8K +103 +8%
KA
813
KLCM Advisors
Wisconsin
$279K +$279K +1,500 New
CPA
814
Capital Planning Advisors
California
$271K – – –
VDI
815
Vaughan David Investments
Illinois
$270K – – –
AIM
816
Assured Investment Management
New York
$269K -$47.7K -257 -15%
WCA
817
Waratah Capital Advisors
Ontario, Canada
$269K +$269K +1,445 New
BAS
818
Brown Advisory Securities
Maryland
$267K -$1.68K -9 -0.6%
SYBT
819
Stock Yards Bank & Trust
Kentucky
$260K +$1.49K +8 +0.6%
PGFC
820
Peapack-Gladstone Financial Corp
New Jersey
$260K -$13.4K -72 -5%
EAMA
821
EFG Asset Management (Americas)
Florida
$259K +$259K +1,375 New
EM
822
Excalibur Management
Massachusetts
$258K -$558 -3 -0.2%
SHWM
823
Smith & Howard Wealth Management
Georgia
$254K – – –
AW
824
Alpha Windward
Massachusetts
$253K -$7.43K -40 -3%
WA
825
WealthTrust-Arizona
Arizona
$252K – – –
31 32
33
34 35