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Lockheed Martin
LMT

Overview Fund Activity

1,152 hedge funds and large institutions have $61.3B invested in Lockheed Martin in 2016 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 437 increasing their positions, 449 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
+37
Holders Change %
+3.32%
% of All Funds
30.79%
Holding in Top 10
64
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+33.33%
% of All Funds
1.71%
New
97
Increased
437
Reduced
449
Closed
46
Calls
$391M
Puts
$512M
Net Calls
-$121M
Net Calls Change
-$147M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$1.06B
2
Citadel Advisors
2
Citadel Advisors
Florida
$163M
3
SBAM
3
Santa Barbara Asset Management
California
$132M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$126M
5
Bank of America
5
Bank of America
North Carolina
$2.2B

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$26.1M
2
Franklin Resources
2
Franklin Resources
California
$183M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$168M
4
AIM
4
Artemis Investment Management
United Kingdom
$253M
5
State Street
5
State Street
Massachusetts
$12.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
876
Commonwealth Financial Services
West Virginia
$441K – – –
WA
877
WBH Advisory
Maryland
$440K +$11.4K +46 +3%
BST
878
Bath Savings Trust
Maine
$438K – – –
GA
879
Geller Advisors
New York
$437K – – –
VWA
880
V Wealth Advisors
Kansas
$434K +$17.4K +70 +4%
HCM
881
Hollencrest Capital Management
California
$430K -$109K -441 -20%
FNB
882
First Niagara Bank
New York
$424K -$65.4K -264 -13%
TCM
883
Tetrem Capital Management
Manitoba, Canada
$424K -$52.6K -212 -11%
AIM
884
Anchor Investment Management
South Carolina
$423K – – –
FDCC
885
Foster Dykema Cabot & Co
Massachusetts
$421K – – –
SBSB
886
Sullivan, Bruyette, Speros & Blaney
Virginia
$420K +$420K +1,694 New
WAM
887
Wealthspire Advisors (Maryland)
Maryland
$419K +$3.47K +14 +0.8%
KLWA
888
Kelly Lawrence W & Associates
California
$419K +$22.3K +90 +6%
DJSG
889
D.J. St. Germain
Massachusetts
$418K – – –
STMM
890
South Texas Money Management
Texas
$414K -$125K -505 -23%
Luther King Capital Management (LKCM)
891
Luther King Capital Management (LKCM)
Texas
$412K +$119K +478 +40%
PAIA
892
Park Avenue Institutional Advisers
New York
$411K -$1.98K -8 -0.5%
CPA
893
Capital Planning Advisors
California
$411K – – –
BCM
894
Brookstone Capital Management
Illinois
$411K +$10.4K +42 +3%
LC
895
Lourd Capital
California
$410K -$248 -1 -0.1%
VCAM
896
Van Cleef Asset Management
Ohio
$409K – – –
ARMT
897
Amica Retiree Medical Trust
Rhode Island
$405K – – –
GWCM
898
Godshalk Welsh Capital Management
Pennsylvania
$405K – – –
FFSOTS
899
Fiduciary Financial Services of The Southwest
Texas
$405K +$405K +1,630 New
SYBT
900
Stock Yards Bank & Trust
Kentucky
$404K -$9.43K -38 -2%
34 35
36
37 38