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Lockheed Martin
LMT

Overview Fund Activity

991 hedge funds and large institutions have $50.9B invested in Lockheed Martin in 2014 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 345 increasing their positions, 364 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+73
Holders Change %
+7.95%
% of All Funds
26.45%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
1.07%
New
143
Increased
345
Reduced
364
Closed
55
Calls
$168M
Puts
$586M
Net Calls
-$418M
Net Calls Change
-$160M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$227M
2
American Century Companies
American Century Companies
Missouri
+$216M
3
MAM
Marketfield Asset Management
New York
+$175M
4
WRF
Waddell & Reed Financial
Kansas
+$149M
5
BFA
BlackRock Fund Advisors
California
+$116M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$490M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$363M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$336M
4
VAM
Veritas Asset Management
United Kingdom
-$256M
5
Bank of America
Bank of America
North Carolina
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
TBNY
826
Trustco Bank (New York)
New York
$253K – – –
ACP
827
Ashfield Capital Partners
California
$251K -$4.24K -22 -2%
MM
828
Meridian Management
Arkansas
$251K – – –
RPGK
829
Retirement Planning Group (Kansas)
Kansas
$251K +$769 +4 +0.3%
FNB
830
Farmers National Bank
Kentucky
$250K +$250K +1,299 New
SRAM
831
Stone Ridge Asset Management
New York
$250K +$250K +1,300 New
LWM
832
LBA Wealth Management
Florida
$249K -$173K -900 -41%
HSA
833
HBK Sorce Advisory
Pennsylvania
$249K +$6.92K +36 +3%
RFA
834
Reilly Financial Advisors
California
$246K -$38.4K -200 -14%
BST
835
Bath Savings Trust
Maine
$246K +$2.5K +13 +1%
NYLIM
836
New York Life Investment Management
New York
$244K +$244K +1,267 New
CPA
837
Capital Planning Advisors
California
$238K +$238K +1,235 New
UB
838
UMB Bank
Missouri
$236K -$4.82K -25 -2%
TSWM
839
Triangle Securities Wealth Management
North Carolina
$235K – – –
WAM
840
Weatherly Asset Management
California
$234K +$234K +1,213 New
PWP
841
Private Wealth Partners
California
$233K +$233K +1,208 New
DSC
842
Duncker Streett & Co
Missouri
$231K – – –
CCFCSB
843
Cape Cod Five Cents Savings Bank
Massachusetts
$231K +$231K +1,196 New
RCM
844
Reynolds Capital Management
Nevada
$231K +$231K +1,200 New
SHWM
845
Smith & Howard Wealth Management
Georgia
$230K – – –
SAM
846
SignalPoint Asset Management
Missouri
$229K – – –
PGFC
847
Peapack-Gladstone Financial Corp
New Jersey
$228K +$228K +1,182 New
SFI
848
SPC Financial Inc
Maryland
$226K – – –
SC
849
Savant Capital
Illinois
$226K +$226K +1,175 New
1SB
850
1ST Source Bank
Indiana
$225K -$2.5K -13 -1%
32 33
34
35 36