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Lockheed Martin
LMT

Overview Fund Activity

1,020 hedge funds and large institutions have $53.1B invested in Lockheed Martin in 2015 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 366 increasing their positions, 404 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
+14
Holders Change %
+1.39%
% of All Funds
28.51%
Holding in Top 10
47
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+62.07%
% of All Funds
1.31%
New
81
Increased
366
Reduced
404
Closed
58
Calls
$231M
Puts
$353M
Net Calls
-$122M
Net Calls Change
+$58.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$756M
2
WRF
Waddell & Reed Financial
Kansas
+$226M
3
O
OppenheimerFunds
New York
+$163M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$86.4M
5
AI
Analytic Investors
California
+$71.4M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$219M
2
State Street
State Street
Massachusetts
-$217M
3
Citigroup
Citigroup
New York
-$125M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$122M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
851
Croft-Leominster
Maryland
$240K – – –
CWM
852
Confluence Wealth Management
Oregon
$240K +$240K +1,156 New
Westfield Capital Management
853
Westfield Capital Management
Massachusetts
$238K – – –
CFMC
854
Curbstone Financial Management Corp
New Hampshire
$237K -$31.1K -150 -12%
MCWS
855
McKinley Carter Wealth Services
West Virginia
$235K -$12.9K -62 -5%
RWA
856
River Wealth Advisors
Pennsylvania
$235K -$4.97K -24 -2%
CSMF
857
Charles Stewart Mott Foundation
Michigan
$235K +$235K +1,134 New
SS
858
Simplicity Solutions
Minnesota
$234K +$234K +1,127 New
NDSI
859
Newman Dignan & Sheerar Inc
Rhode Island
$233K – – –
SFA
860
Sequoia Financial Advisors
Ohio
$233K +$233K +1,125 New
MC
861
MIG Capital
California
$232K +$232K +1,117 New
CPSAC
862
Chas P. Smith & Associates (CPS)
Florida
$230K – – –
HFS
863
HL Financial Services
Kentucky
$230K +$230K +1,108 New
GCA
864
Guardian Capital Advisors
Ontario, Canada
$228K – – –
CCM
865
CrestPoint Capital Management
Missouri
$228K +$228K +1,100 New
WP
866
WMS Partners
Maryland
$227K -$1.04K -5 -0.5%
TNAM
867
Terra Nova Asset Management
New York
$226K – – –
FC
868
Forte Capital
New York
$223K -$662K -3,197 -75%
KFA
869
Kays Financial Advisory
Georgia
$223K – – –
CB
870
Community Bank
New York
$220K -$20.7K -100 -9%
ERIM
871
Eagle Ridge Investment Management
Connecticut
$217K +$217K +1,048 New
Nomura Holdings
872
Nomura Holdings
Japan
$216K -$7.13M -35,081 -97%
PCMC
873
Paragon Capital Management (Colorado)
Colorado
$216K +$216K +1,041 New
CG
874
Colony Group
Massachusetts
$215K +$88K +425 +69%
DAS
875
Dynamic Advisor Solutions
Arizona
$214K +$214K +1,033 New
33 34
35
36 37