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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 %
WA
801
WealthTrust Axiom
Pennsylvania
$514K – – –
TNB
802
Thomasville National Bank
Georgia
$511K -$55.4K -250 -10%
RMDI
803
R.M. Davis Inc
Maine
$511K – – –
ICAS
804
Investors Capital Advisory Services
Massachusetts
$511K +$30.1K +136 +6%
VanEck Associates
805
VanEck Associates
New York
$511K +$78.4K +354 +18%
CFA
806
Cahill Financial Advisors
Minnesota
$511K +$188K +847 +58%
DAS
807
Dynamic Advisor Solutions
Arizona
$510K +$31.3K +141 +7%
WAS
808
WESPAC Advisors SoCal
California
$505K +$11.1K +50 +2%
P
809
Pitcairn
Pennsylvania
$504K -$222 -1 -0%
MIC
810
MU Investments Company
Japan
$504K +$11.2K +50 +2%
Geode Capital Management
811
Geode Capital Management
Massachusetts
$503K +$27.7K +125,321 +6%
CC
812
Cadinha & Co
Hawaii
$494K – – –
GHAM
813
Gilman Hill Asset Management
Connecticut
$490K +$490K +2,212 New
BB
814
Busey Bank
Illinois
$489K +$13.1K +59 +3%
HCM
815
Hollencrest Capital Management
California
$482K – – –
MIP
816
Marietta Investment Partners
Wisconsin
$481K – – –
STMM
817
South Texas Money Management
Texas
$481K +$481K +2,172 New
DP
818
Dearborn Partners
Illinois
$478K -$22.1K -100 -4%
AA
819
ALPS Advisors
Colorado
$474K -$104K -470 -18%
YP
820
Yellowstone Partners
Idaho
$474K +$474K +2,140 New
PNC
821
Park National Corp
Ohio
$471K +$14K +63 +3%
Fuller & Thaler Asset Management
822
Fuller & Thaler Asset Management
California
$465K -$111K -500 -19%
ICM
823
IMS Capital Management
Oregon
$465K -$47K -212 -9%
GA
824
Geneva Advisors
Illinois
$459K -$96.3K -435 -17%
WCM
825
Windward Capital Management
California
$458K +$27.5K +124 +6%
31 32
33
34 35