LMT icon

Lockheed Martin
LMT

Overview Fund Activity

991 hedge funds and large institutions have $50.9B invested in Lockheed Martin in 2014 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 345 increasing their positions, 364 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+73
Holders Change %
+7.95%
% of All Funds
26.45%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
1.07%
New
143
Increased
345
Reduced
364
Closed
55
Calls
$168M
Puts
$586M
Net Calls
-$418M
Net Calls Change
-$160M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$639M
2
American Century Companies
2
American Century Companies
Missouri
$437M
3
MAM
3
Marketfield Asset Management
New York
$175M
4
WRF
4
Waddell & Reed Financial
Kansas
$169M
5
BFA
5
BlackRock Fund Advisors
California
$1.29B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.8B
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$14.3M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.42B
4
VAM
4
Veritas Asset Management
United Kingdom
$316M
5
Bank of America
5
Bank of America
North Carolina
$763M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNT
951
Security National Trust
West Virginia
$28K – – –
RAM
952
Riggs Asset Management
Pennsylvania
$26K – – –
TC
953
TradeLink Capital
Illinois
$26K +$6.88K +36 +36%
HR
954
Howe & Rusling
New York
$25K – – –
KA
955
Klingman & Associates
New York
$25K +$25K +130 New
PIA
956
Peachtree Investment Advisors
Georgia
$24K – – –
LWA
957
Lowe Wealth Advisors
Maryland
$22K +$22K +114 New
S
958
SignatureFD
Georgia
$21K -$26K -136 -55%
RA
959
Rational Advisors
New York
$21K +$21K +110 New
ST
960
Smithfield Trust
Pennsylvania
$19K – – –
MCA
961
Mercer Capital Advisers
New Jersey
$19K +$19K +100 New
WEC
962
Winslow Evans & Crocker
Massachusetts
$19K -$692K -3,646 -97%
SFWA
963
Summit Financial Wealth Advisors
Louisiana
$18K +$18K +92 New
SIA
964
Stancorp Investment Advisers
Oregon
$17K +$17K +88 New
FA
965
Financial Advantage
Maryland
$16K – – –
HFM
966
Hartford Financial Management
Connecticut
$16K +$16K +84 New
PFG
967
Piershale Financial Group
Illinois
$15K – – –
PAI
968
Pittenger & Anderson Inc
Nebraska
$14K – – –
KT
969
Kanaly Trust
Texas
$12K +$1.88K +10 +19%
JFA
970
JNBA Financial Advisors
Minnesota
$11K – – –
TFO
971
Tarbox Family Office
California
$11K – – –
LWCFA
972
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K – – –
CFA
973
Carroll Financial Associates
North Carolina
$9K – – –
TCM
974
Tradewinds Capital Management
Washington
$9K – – –
ANBT
975
American National Bank & Trust
Texas
$9K – – –
37 38
39
40 41