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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 %
BA
926
Bridgewater Associates
Connecticut
$347K +$347K +1,400 New
Koshinski Asset Management
927
Koshinski Asset Management
Illinois
$346K -$4.72K -19 -1%
JWBC
928
J.W. Burns & Co
New York
$344K +$1.24K +5 +0.4%
FNT
929
First National Trust
Pennsylvania
$344K +$28.3K +114 +9%
FFWA
930
FRG Family Wealth Advisors
Washington
$341K – – –
WA
931
WealthTrust-Arizona
Arizona
$336K – – –
CWM
932
Confluence Wealth Management
Oregon
$336K +$10.9K +44 +3%
CAAS
933
Capital Asset Advisory Services
Michigan
$335K – – –
AC
934
Alexandria Capital
Virginia
$333K – – –
Tudor Investment Corp
935
Tudor Investment Corp
Connecticut
$333K +$67.5K +272 +25%
SSB
936
Sandy Spring Bank
Maryland
$333K +$204K +825 +159%
SMC
937
Smith, Moore & Co
Missouri
$328K +$328K +1,323 New
Carson Wealth (CWM LLC)
938
Carson Wealth (CWM LLC)
Nebraska
$326K – – –
MM
939
Meridian Management
Arkansas
$324K – – –
NB
940
Nicolet Bankshares
Wisconsin
$323K – – –
ITIM
941
Indiana Trust & Investment Management
Indiana
$320K – – –
AFP
942
Ausdal Financial Partners
Iowa
$319K -$74.5K -300 -19%
CHJWM
943
Carlton Hofferkamp & Jenks Wealth Management
Texas
$319K +$319K +1,286 New
Grantham, Mayo, Van Otterloo & Co (GMO)
944
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$318K -$74.5K -300 -19%
DWM
945
Darwin Wealth Management
Florida
$318K +$318K +1,282 New
ARTA
946
A.R.T. Advisors
New York
$317K +$317K +1,278 New
CL
947
Choreo LLC
Illinois
$310K +$27.8K +112 +10%
FSA
948
Franklin Street Advisors
North Carolina
$310K +$310K +1,251 New
LWIC
949
Leith Wheeler Investment Counsel
British Columbia, Canada
$307K – – –
HCA
950
Harbour Capital Advisors
Virginia
$305K -$37.2K -150 -11%
36 37
38
39 40