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Lockheed Martin
LMT

Overview Fund Activity

1,221 hedge funds and large institutions have $58.1B invested in Lockheed Martin in 2016 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 448 increasing their positions, 429 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
+106
Holders Change %
+9.51%
% of All Funds
30.57%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.25%
New
182
Increased
448
Reduced
429
Closed
58
Calls
$416M
Puts
$852M
Net Calls
-$436M
Net Calls Change
-$98.8M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$170M
2
Wells Fargo
2
Wells Fargo
California
$873M
3
Prudential Financial
3
Prudential Financial
New Jersey
$205M
4
BFA
4
BlackRock Fund Advisors
California
$1.77B
5
WRF
5
Waddell & Reed Financial
Kansas
$407M

Top Sellers

1
State Street
1
State Street
Massachusetts
$12.2B
2
SAC
2
Smith Affiliated Capital
New York
$0
3
Boston Partners
3
Boston Partners
Massachusetts
$47.3M
4
AIM
4
Artemis Investment Management
United Kingdom
$14.3M
5
Capital World Investors
5
Capital World Investors
California
$6.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
926
Choreo LLC
Illinois
$409K +$29.5K +118 +8%
PA
927
Parallel Advisors
California
$408K +$408K +1,632 New
IP
928
Intellectus Partners
California
$408K +$408K +1,633 New
LWAC
929
Laurel Wealth Advisors (California)
California
$406K +$160K +641 +65%
AHB
930
Abner Herrman & Brock
New Jersey
$402K -$45.1K -176 -10%
MPI
931
Mairs & Power Inc
Minnesota
$401K – – –
MHC
932
Meyer Handelman Company
New York
$400K – – –
STMM
933
South Texas Money Management
Texas
$398K -$16.7K -67 -4%
JWBC
934
J.W. Burns & Co
New York
$398K +$50K +200 +14%
HT
935
HighTower Trust
Texas
$397K +$46.2K +185 +13%
MC
936
Matisse Capital
Oregon
$396K – – –
EWA
937
EP Wealth Advisors
California
$393K -$185K -739 -32%
AMCA
938
Arthur M. Cohen & Associates
Illinois
$388K +$388K +1,553 New
BO
939
BRR OpCo
Ohio
$387K – – –
CA
940
Clearstead Advisors
Ohio
$383K +$383K +1,534 New
EM
941
Excalibur Management
Massachusetts
$380K – – –
OFW
942
Omnia Family Wealth
Florida
$378K +$378K +1,512 New
KFA
943
Kays Financial Advisory
Georgia
$377K +$377K +1,508 New
FPIS
944
Financial Planning & Information Services
Wisconsin
$376K – – –
PTB
945
Pioneer Trust Bank
Oregon
$375K – – –
ARMT
946
Amica Retiree Medical Trust
Rhode Island
$375K – – –
GWCM
947
Godshalk Welsh Capital Management
Pennsylvania
$375K – – –
KT
948
Kanaly Trust
Texas
$372K +$204K +817 +122%
WC
949
Wexford Capital
Florida
$371K +$371K +1,486 New
CPSAC
950
Chas P. Smith & Associates (CPS)
Florida
$370K -$198K -793 -35%
36 37
38
39 40