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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 %
CAAS
926
Capital Asset Advisory Services
Michigan
$299K – – –
AC
927
Alexandria Capital
Virginia
$297K – – –
Carson Wealth (CWM LLC)
928
Carson Wealth (CWM LLC)
Nebraska
$291K +$67.1K +303 +30%
CWM
929
Confluence Wealth Management
Oregon
$290K +$26.1K +118 +10%
MM
930
Meridian Management
Arkansas
$289K – – –
PCM
931
Prelude Capital Management
New York
$288K -$340K -1,534 -54%
NB
932
Nicolet Bankshares
Wisconsin
$288K – – –
MHC
933
Meyer Handelman Company
New York
$288K – – –
ITIM
934
Indiana Trust & Investment Management
Indiana
$286K -$12.2K -55 -4%
FNT
935
First National Trust
Pennsylvania
$282K +$12.9K +58 +5%
JT
936
Jump Trading
Illinois
$276K -$63K -285 -19%
LWIC
937
Leith Wheeler Investment Counsel
British Columbia, Canada
$273K – – –
SWA
938
Sutton Wealth Advisors
Florida
$269K +$269K +1,214 New
NDSI
939
Newman Dignan & Sheerar Inc
Rhode Island
$268K +$11.1K +50 +4%
RT
940
Rockland Trust
Massachusetts
$267K -$1.15M -5,200 -81%
FNB
941
Farmers National Bank
Kentucky
$266K -$6.64K -30 -2%
DSC
942
Duncker Streett & Co
Missouri
$266K – – –
TSWM
943
Triangle Securities Wealth Management
North Carolina
$264K – – –
WP
944
WealthSource Partners
California
$264K +$264K +1,192 New
Luther King Capital Management (LKCM)
945
Luther King Capital Management (LKCM)
Texas
$262K +$262K +1,183 New
MC
946
MIG Capital
California
$261K -$887 -4 -0.3%
AW
947
Alpha Windward
Massachusetts
$258K -$8.19K -37 -3%
RWA
948
River Wealth Advisors
Pennsylvania
$257K +$5.1K +23 +2%
CPSAC
949
Chas P. Smith & Associates (CPS)
Florida
$257K +$11.1K +50 +5%
LCM
950
Liberty Capital Management
Michigan
$257K +$257K +1,160 New
36 37
38
39 40