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Lockheed Martin
LMT

Overview Fund Activity

843 hedge funds and large institutions have $41.2B invested in Lockheed Martin in 2013 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 279 increasing their positions, 329 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
843
Holders Change
+82
Holders Change %
+10.78%
% of All Funds
24.48%
Holding in Top 10
35
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.9%
% of All Funds
1.02%
New
123
Increased
279
Reduced
329
Closed
32
Calls
$257M
Puts
$725M
Net Calls
-$468M
Net Calls Change
-$261M

Top Buyers

1
OC
Oakmont Corp
California
$160M
2
Boston Partners
Boston Partners
Massachusetts
$298M
3
Bessemer Group
Bessemer Group
New Jersey
$95.6M
4
RL
Ruffer LLP
United Kingdom
$383M
5
JHIU
Janus Henderson Investors US
Colorado
$140M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$5.44B
2
MCM
Marsico Capital Management
Colorado
$7.69M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$506M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$126M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
826
Advisory Services Network
Georgia
$13K +$13K +87 New
FA
827
Financial Advantage
Maryland
$12K – – –
FWM
828
Focused Wealth Management
New York
$12K – – –
CHC
829
City Holding Co
West Virginia
$11K +$11K +75 New
SMG
830
Spectrum Management Group
Indiana
$10K +$10K +65 New
MCM
831
McKinley Capital Management
Alaska
$10K +$10K +70 New
SGAM
832
Smith Group Asset Management
Texas
$9K -$8.24K -54 -48%
TFO
833
Tarbox Family Office
California
$8K +$8K +53 New
EWM
834
Elite Wealth Management
Washington
$7K -$21K -150 -75%
NC
835
NewSquare Capital
Pennsylvania
$7K -$15.1K -108 -68%
TCM
836
Tradewinds Capital Management
Washington
$7K +$7K +46 New
CCM
837
Chilton Capital Management
Texas
$6.69K +$6.69K +45 New
MUMSS
838
Mitsubishi UFJ Morgan Stanley Securities
Japan
$6K – – –
WF
839
WealthTrust Fairport
Ohio
$6K – – –
FAM
840
Fred Alger Management
New York
$4K -$7.41K -50 -65%
PFA
841
Paradigm Financial Advisors
Missouri
$2K +$2K +16 New
QAM
842
QCI Asset Management
New York
$1K – – –
MIM
843
Marco Investment Management
Georgia
$409 – – –
NDSI
844
Newman Dignan & Sheerar Inc
Rhode Island
$212 +$212 +1,425 New
SI
845
Scharf Investments
California
– -$68.1M -534,275 Closed
Renaissance Technologies
846
Renaissance Technologies
New York
– -$18.6M -145,800 Closed
MSU
847
Maple Securities USA
New Jersey
– -$5.33M -41,803 Closed
MLIM
848
Mountain Lake Investment Management
Florida
– -$4.21M -33,005 Closed
LCM
849
Laurion Capital Management
New York
– -$3.76M -29,500 Closed
Jennison Associates
850
Jennison Associates
New York
– -$3.2M -25,082 Closed
31 32 33
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