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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 %
ACP
951
Ashfield Capital Partners
California
$256K – – –
CL
952
Croft-Leominster
Maryland
$256K – – –
PP
953
Patten & Patten
Tennessee
$256K +$7.08K +32 +3%
BCI
954
Brinker Capital Investments
Pennsylvania
$255K +$208K +941 +448%
LJAC
955
L.J. Altfest & Co
New York
$253K -$21.3K -96 -8%
CL
956
Choreo LLC
Illinois
$252K +$252K +1,137 New
CLOS
957
Compagnie Lombard Odier SCmA
Switzerland
$251K -$110K -496 -31%
WP
958
WMS Partners
Maryland
$251K -$8.66K -39 -3%
MCWS
959
McKinley Carter Wealth Services
West Virginia
$251K – – –
Lido Advisors
960
Lido Advisors
California
$251K +$251K +1,131 New
MA
961
MCF Advisors
Kentucky
$250K +$1.55K +7 +0.6%
BWP
962
Baldwin Wealth Partners
Massachusetts
$248K +$248K +1,120 New
MFBTD
963
MB Financial Bank - Trust Department
Illinois
$246K -$60.7K -274 -20%
CA
964
Cullinan Associates
Kentucky
$244K +$244K +1,100 New
TNAM
965
Terra Nova Asset Management
New York
$242K – – –
VCM
966
Versant Capital Management
Arizona
$241K +$13.3K +60 +6%
CB
967
Community Bank
New York
$240K -$44.2K -200 -16%
PGIM
968
Pacific Global Investment Management
California
$240K +$240K +1,085 New
FC
969
Forte Capital
New York
$239K – – –
LPT
970
Legacy Private Trust
Wisconsin
$238K +$238K +1,073 New
Tudor Investment Corp
971
Tudor Investment Corp
Connecticut
$237K -$1.35M -6,106 -85%
BBHC
972
Brown Brothers Harriman & Co
New York
$233K -$5.76K -26 -2%
PIM
973
Parasol Investment Management
Illinois
$233K +$36.5K +165 +19%
ERIM
974
Eagle Ridge Investment Management
Connecticut
$232K – – –
PCMC
975
Paragon Capital Management (Colorado)
Colorado
$232K +$885 +4 +0.4%
37 38
39
40 41