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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 %
SYBT
876
Stock Yards Bank & Trust
Kentucky
$369K +$44.3K +200 +14%
CPA
877
Capital Planning Advisors
California
$367K -$15.1K -68 -4%
LC
878
Lourd Capital
California
$366K +$20.8K +94 +6%
VCAM
879
Van Cleef Asset Management
Ohio
$365K – – –
PAI
880
Pittenger & Anderson Inc
Nebraska
$363K +$131K +590 +56%
ARMT
881
Amica Retiree Medical Trust
Rhode Island
$361K – – –
VDI
882
Vaughan David Investments
Illinois
$361K +$3.54K +16 +1%
BHBT
883
Burke & Herbert Bank & Trust
Virginia
$360K +$2.22K +10 +0.6%
BCM
884
Brookstone Capital Management
Illinois
$357K +$442 +2 +0.1%
JIC
885
Joel Isaacson & Co
New York
$355K -$9.74K -44 -3%
BAS
886
Brown Advisory Securities
Maryland
$355K +$16.1K +73 +5%
JWM
887
Jacobus Wealth Management
Wisconsin
$354K -$6.64K -30 -2%
KLWA
888
Kelly Lawrence W & Associates
California
$354K – – –
MCM
889
MAI Capital Management
Ohio
$354K – – –
BCM
890
Bienville Capital Management
New York
$354K – – –
QAM
891
Quantres Asset Management
Cayman Islands
$354K +$354K +1,600 New
AFP
892
Ausdal Financial Partners
Iowa
$351K -$33.2K -150 -9%
AI
893
Atria Investments
North Carolina
$350K -$141K -638 -29%
Grantham, Mayo, Van Otterloo & Co (GMO)
894
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$350K – – –
BO
895
BRR OpCo
Ohio
$344K +$344K +1,554 New
FANJ
896
Financial Architects (New Jersey)
New Jersey
$342K -$4.21K -19 -1%
EM
897
Excalibur Management
Massachusetts
$340K – – –
GWCM
898
Godshalk Welsh Capital Management
Pennsylvania
$340K – – –
FPIS
899
Financial Planning & Information Services
Wisconsin
$334K – – –
PWAP
900
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$333K – – –
34 35
36
37 38