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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 %
MCWS
851
McKinley Carter Wealth Services
West Virginia
$222K +$34K +183 +18%
ACP
852
Ashfield Capital Partners
California
$221K -$2.04K -11 -0.9%
WTC
853
WhitTier Trust Company
Nevada
$220K +$99.1K +533 +82%
GLI
854
Guardian Life Insurance
New York
$218K – – –
LPT
855
Legacy Private Trust
Wisconsin
$218K +$218K +1,171 New
TC
856
TradeLink Capital
Illinois
$217K +$217K +1,169 New
CB
857
Community Bank
New York
$217K – – –
FNT
858
First National Trust
Pennsylvania
$217K +$217K +1,167 New
RWA
859
River Wealth Advisors
Pennsylvania
$216K -$32.8K -176 -13%
CL
860
Croft-Leominster
Maryland
$215K – – –
PP
861
Patten & Patten
Tennessee
$215K – – –
Westfield Capital Management
862
Westfield Capital Management
Massachusetts
$214K +$214K +1,150 New
PPSG
863
Princeton Portfolio Strategies Group
New Jersey
$212K +$212K +1,140 New
MCM
864
MAI Capital Management
Ohio
$210K -$13.9K -75 -6%
NDSI
865
Newman Dignan & Sheerar Inc
Rhode Island
$209K -$54K -290 -21%
CPSAC
866
Chas P. Smith & Associates (CPS)
Florida
$206K – – –
WP
867
WMS Partners
Maryland
$205K +$21.2K +114 +12%
DCM
868
Dynamic Capital Management
Jersey
$204K +$204K +1,100 New
TNAM
869
Terra Nova Asset Management
New York
$203K – – –
VanEck Associates
870
VanEck Associates
New York
$202K +$11.9K +64 +6%
FIG
871
Fusion Investment Group
Pennsylvania
$202K +$47.4K +255 +31%
CCFCSB
872
Cape Cod Five Cents Savings Bank
Massachusetts
$201K – – –
KFA
873
Kays Financial Advisory
Georgia
$200K – – –
AC
874
Alexandria Capital
Virginia
$199K – – –
MA
875
MCF Advisors
Kentucky
$187K +$1.49K +8 +0.8%
33 34
35
36 37