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Lockheed Martin
LMT

Overview Fund Activity

1,075 hedge funds and large institutions have $54.2B invested in Lockheed Martin in 2015 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 416 increasing their positions, 374 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
+55
Holders Change %
+5.39%
% of All Funds
28.23%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
1.37%
New
118
Increased
416
Reduced
374
Closed
48
Calls
$197M
Puts
$392M
Net Calls
-$196M
Net Calls Change
-$74.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$144M
2
BFA
BlackRock Fund Advisors
California
+$101M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$58.8M
4
WRF
Waddell & Reed Financial
Kansas
+$51.6M
5
WIM
Waverton Investment Management
United Kingdom
+$49.4M

Top Sellers

1
AIG
American International Group
New York
-$376M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$200M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$195M
4
Franklin Resources
Franklin Resources
California
-$195M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBU
926
CIBC Bank USA
Illinois
$237K +$237K +1,095 New
WF
927
Welch & Forbes
Massachusetts
$236K +$236K +1,085 New
BBHC
928
Brown Brothers Harriman & Co
New York
$234K -$363K -1,671 -61%
KFA
929
Kays Financial Advisory
Georgia
$234K – – –
FC
930
Forte Capital
New York
$234K – – –
ERIM
931
Eagle Ridge Investment Management
Connecticut
$228K – – –
PAI
932
Pittenger & Anderson Inc
Nebraska
$228K +$199K +915 +678%
Jennison Associates
933
Jennison Associates
New York
$228K +$228K +1,050 New
PCMC
934
Paragon Capital Management (Colorado)
Colorado
$227K +$869 +4 +0.4%
CAM
935
Concorde Asset Management
Michigan
$225K +$225K +1,035 New
DMC
936
Drexel Morgan & Co
Pennsylvania
$223K – – –
VCM
937
Versant Capital Management
Arizona
$223K +$223K +1,031 New
SFA
938
Sequoia Financial Advisors
Ohio
$222K -$22.6K -104 -9%
GCA
939
Guardian Capital Advisors
Ontario, Canada
$221K -$22.1K -100 -9%
Carson Wealth (CWM LLC)
940
Carson Wealth (CWM LLC)
Nebraska
$220K – – –
CPIG
941
Chicago Partners Investment Group
Illinois
$219K +$1.74K +8 +0.8%
WMC
942
Westwood Management Corporation
Illinois
$217K -$217K -1,000 -50%
FFC
943
First Financial Corp
Indiana
$217K – – –
SFPIA
944
Stevens First Principles Investment Advisors
California
$217K +$86.8K +400 +67%
OC
945
Oarsman Capital
Wisconsin
$213K -$3.25K -15 -2%
FMW
946
Farr Miller & Washington
District of Columbia
$212K – – –
Rafferty Asset Management
947
Rafferty Asset Management
New York
$211K +$211K +961 New
HBT
948
Hills Bank & Trust
Iowa
$211K +$211K +975 New
NL
949
NWAM LLC
Washington
$203K +$203K +936 New
PIM
950
Parasol Investment Management
Illinois
$193K +$55.5K +255 +40%
36 37
38
39 40