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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 %
PTB
901
Pioneer Trust Bank
Oregon
$332K – – –
MTIM
902
Marathon Trading Investment Management
Pennsylvania
$332K +$332K +1,500 New
RBC
903
Ronald Blue & Co
Georgia
$330K +$3.32K +15 +1%
PAM
904
Premier Asset Management
Illinois
$328K – – –
CCMW
905
Cypress Capital Management (Wyoming)
Wyoming
$328K +$188K +850 +135%
NEPWA
906
New England Private Wealth Advisors
Massachusetts
$327K +$327K +1,473 New
CIM
907
CenturyLink Investment Management
Colorado
$324K +$324K +1,462 New
WCM
908
Westend Capital Management
California
$323K -$5.55K -25 -2%
Nomura Holdings
909
Nomura Holdings
Japan
$321K +$60.8K +275 +23%
KM
910
Kalos Management
Georgia
$320K +$320K +1,443 New
PGFC
911
Peapack-Gladstone Financial Corp
New Jersey
$319K -$12.2K -55 -4%
BAAM
912
Baker Avenue Asset Management
California
$319K +$1.99K +9 +0.6%
SC
913
Savant Capital
Illinois
$318K +$24.4K +110 +8%
BWM
914
Braver Wealth Management
Massachusetts
$316K +$316K +1,428 New
SAM
915
SignalPoint Asset Management
Missouri
$315K – – –
Koshinski Asset Management
916
Koshinski Asset Management
Illinois
$313K -$198K -893 -39%
WKWM
917
Walter & Keenan Wealth Management
Indiana
$309K -$122K -550 -28%
FWP
918
FAS Wealth Partners
Kansas
$308K +$23.1K +104 +8%
MC
919
Matisse Capital
Oregon
$307K – – –
FFWA
920
FRG Family Wealth Advisors
Washington
$307K – – –
HCA
921
Harbour Capital Advisors
Virginia
$306K -$37.7K -170 -11%
JWBC
922
J.W. Burns & Co
New York
$306K +$664 +3 +0.2%
WA
923
WealthTrust-Arizona
Arizona
$300K – – –
EWA
924
EP Wealth Advisors
California
$300K – – –
LWAC
925
Laurel Wealth Advisors (California)
California
$299K -$60.7K -274 -17%
35 36
37
38 39